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Brilliant Investment Thinking by Advisers for Advisers.
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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...

'It's all in the eyes' when pitching potential clients

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...

The Five Principles of Australian Factor Investing: Invesco

Factor investing is a widely adopted discipline, complementing the role of traditional investment managers. This paper explores the five principles of factor...

Recency bias in a world of meme stocks

One of the most important roles of a financial adviser is to assist investors in navigating their own ‘behavioural biases.’ The world of...

CFS puts its clients first with new MDA products

Australian wealth management giant Colonial First State (CFS) has joined forces with some of Australia’s leading research firms to offer financial...

Advisers can capitalise on YFYS

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...

It's communication, not performance, that is the key to success in advice

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...

Better Advice Bill changes enter consultation

Exposure draft legislation for the long-awaited Better Advice Bill was released this week, with advisers gaining greater certainty into the future of the...

Exploring the benefits of factor investing

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...

Complii acquires PrimaryMarkets

Complii (ASX.CF1) – Last week, the web-based compliance solution platform bought private-company trading platform PrimaryMarkets, as a complementary...

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...

Wealth sector attracts insto-grade player

The growth and sophistication of the wealth management market is attracting new interest from formerly institutional providers. Now bfinance, a global manager...

PIMCO's recipe for portfolio protection

While there has been much talk about renewed inflation and its harm to portfolios, thanks largely to the US economic recovery, the consensus is this will be...

Finfluencer days may be numbered as ASIC steps in

If you’re thinking of hiring an ultra-cool “finfluencer” to help redirect social media traffic to your website or to spruik your products or...