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Eleece Quilliam discusses the power of communication

If the financial advice industry needed a passionate advocate, it only has to call on Eleece Quilliam. The National Manager of Invesco Consulting in Australia is impressively adamant in her belief in the importance of advice. “I love working with advisers, because I genuinely believe that what they do is up there with the likes…

James Dunn | 6th Dec 2021 | More
Communicating your value

Invesco Consulting has been working to understand the language of value, cost and their intrinsic link in financial advice for more than two decades. Our extensive research conducted in conjunction with political consultants and word specialists Maslansky + Partners, illustrates how language plays a vital role in effectively communicating an advisers’ value to current and…

Eleece Quilliam | 11th Nov 2021 | More
  • Two-stage registration for advisers

    The recently passed Better Advice Act is still being filtered through both the regulator and the industry in general, but more specifics are quickly becoming available. There were three key changes as part of the new legislation, which included ASIC taking over as the Single Disciplinary Body from 1 January 2022. The Financial Services and…

    The Inside Adviser | 4th Nov 2021 | More
    Pressure on advisers to sharpen crypto knowledge

    Coalition Senator Andrew Bragg may have become a hero to digital asset and cryptocurrency enthusiasts in Australia and around the world. The release last week of the Senate Select Committee on Australia as a Technology and Financial Centre’s Final Report flagged a number of recommendations that will further the legitimacy of the burgeoning sector. The…

    Drew Meredith | 25th Oct 2021 | More
  • Family offices fret on ‘legacy’ – and confront succession

    Australian family offices are becoming more ubiquitous. But stresses are starting to show in their approach to tackling climate change and succession. The rise of the family office in Australia since the turn of the century has been meteoric, driven by an increase in “wealth realisation” events post-GFC and the burgeoning infrastructure for supporting them…

    Lachlan Maddock | 21st Oct 2021 | More
    ‘Unprecedented times’ in annuities rush

    “So much of our advice process and even our industry has grown up around the accumulation process in superannuation,” says Angela Murphy, CEO of Challenger Life. “It’s been about saving that money. But there is now a greater focus on what the things are that we need as we try to turn that pot of…

    Lachlan Maddock | 11th Oct 2021 | More
    Managed accounts exceed $111 billion

    The Institute of Managed Account Professionals (IMAP) has announced funds under management (FUM) in the Managed Accounts space has hit $111 billion on 30 June 2021. That’s a rise of $15.6 billion over the last six months, or 16.4 per cent.   IMAP, in conjunction with actuarial firm Milliman, has released six-monthly data on managed accounts,…

    Ishan Dan | 20th Sep 2021 | More
    Managed accounts deliver amid flood of capital

    In the wake of a disastrous pandemic that brought the global economy to its knees, the need for financial advice has never been greater. Digital disruption has helped keep the industry alive by allowing people to make contact with their financial advisers during this period of hardship. Not only did the sector do well but…

    Ishan Dan | 6th Sep 2021 | More
    Advised clients outperform

    Russell Investments has released the findings from its fourth annual Value of an Adviser Report, which validates the true value that financial advisers provide to clients, especially through the pandemic. With the onset of Covid-19 and the forced lockdowns that followed, 2020 was a tumultuous year for many of us. The spread of the virus…

    Ishan Dan | 19th Aug 2021 | More
  • Advice in the age of free trading

    “If something is free, you are the product” This quote attributed to sculptor Richard Serra in 1973 was well ahead of its time, but offers a unique insight into the evolution of financial markets in the 2020’s. Just last week we witnessed the initial public offering of Robinhood Markets, a platform made popular for ‘zero…

    Drew Meredith | 9th Aug 2021 | More
    What advisers need to know about dementia

    The ageing population has many implications for financial advisers – more than the growing numbers either transitioning to or already in retirement. There is also the matter of dementia. The law allows an adviser to assume a person’s decision-making ability, but the law, like financial services, is complex. With either discipline, a wrong action can…

    Greg Bright | 29th Jul 2021 | More
    Pressure on advice industry as funds look to robo advice

    Super funds have battled with providing financial advice for decades but have not yet found a solution that can make it affordable and efficient for millions of low-balance members. Digital advice – including ‘robo’ – which, in theory, solves the affordability problem, has also been a decades-long dream for Australian wealth management, a revolution in…

    Lachlan Maddock | 22nd Jul 2021 | More