In Practice

Choose your words wisely Communication is one of the most important tools we have. It gives us the ability to exchange information with each other, it forms the foundation of all our relationships, and is the means that all humans use to connect. The words we choose not only provide information but communicate a powerful…

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…

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…

HUB24 (ASX:HUB) and Class (ASX:CL1) – Class shares are on the rise today, up 62.98 per cent, on the back of a takeover bid by platform giant HUB24. The binding Scheme Implementation Deed (SID) proposes that HUB24 will acquire 100% of the shares in Class by way of a scheme of arrangement Scheme consideration for…

The largest global funds network, Calastone, has reported record new capital inflows into managed funds in Australia during the third quarter. Australians committed $6.3 billion of new capital to equity funds between July and September, supported by new money looking for international exposure as developed economies began to reopen following successful vaccination programmes. Roughly 68…

Virtual meetings mastered: The Core Skills Our brains are hardwired to connect with other people; we are social beings. We rely heavily on our ability to gather as much sensory information as possible about whether we want to pursue a connection, a conversation or relationship. It takes seconds to gather this information and use it…

“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…

Australian wealth management giant Colonial First State (CFS) has joined forces with some of Australia’s leading research firms to offer financial advisers access to professionally constructed managed account portfolios. And the best part, it comes with no added portfolio construction costs. It’s the first sign that the vertical integration problems that plagued the big banks…

Whether we like it or not, the industry super fund sector has been one of the biggest competitors to financial advisers supporting retail clients. The combination of significant marketing budgets, strong headline returns and a near-clean-sheet through the Royal Commission has made the industry funds synonymous with superannuation in Australia.  I have little doubt that…

One of the more interesting learnings from the pandemic so far has been the varying methods of communication used by political, media and industry leaders alike. What becomes even clearer, listening to far too many press conferences, is how important it is to use words that resonate with your audience. Nowhere is this fact more…

You’ve probably heard of “factor” investing but might be unsure of what it is and how it works. In this article we’ll go through the basic principles of factor investing with reference to Invesco’s recent white paper, “The Five Principles of Australian Factor Investing.” In a nutshell, factor investing is an investment strategy whereby an…

Complii (ASX.CF1) – Last week, the web-based compliance solution platform bought private-company trading platform PrimaryMarkets, as a complementary business. Complii’s platform is used by stockbrokers and advisers to help automate the checking and processing compliance obligations needed to fulfill and protect their AFSL regulatory and compliance obligations. PrimaryMarkets, on the other hand, operates a secondary…