financial advice

  • Advice efficiency gains through AI tools Advice efficiency gains through AI tools

    Jackie Clark (Colonial First State) & Sean Lee (Colonial First State) discuss how advisers can use readily available AI tools to complete office tasks, and help drive business efficiency

     
  • ASPIRE to portfolio tailoring in managed accounts North's ASPIRE provides portfolio tailoring in managed accounts

    David Hutchison (North) believes the industry needs to broaden the appeal of managed accounts to make this structure more attractive to advisers who seek the flexibility of adjusting client portfolios

     
  • Connecting with the next generations Intergeneration wealth transfer will transform Australian advice landscape

    Inter-generational wealth transfer is transforming the financial landscape. Damon Riscalla (Betashares) discusses what matters most to each generation, &provides insights on how advisers can strengthen & sustain these valuable connections.

     
  • In-house managed account portfolios - Pros and Cons Pros and cons of in-house managed accounts

    Veronica Klaus (Lonsec) and David Wilson (JANA Investment Advisers) discuss the pros and cons of in-house managed account portfolios, which can  building great investment solutions for clients & bringing efficiencies, but can come with challenges. 

     
  • Investment - Names your clients haven’t heard of Investment - Names your investment clients haven’t heard of

    Joel Connell (Bell Asset Management) and Rakesh Bordia (Pzena Investment Management) explore opportunities in global SMID caps and emerging markets to consider for your investors looking for growth outside of Australia

     
  • Investment - Opportunities in global markets Opportunities in global markets

    For investors looking for growth opportunities offshore, June-Yon Kim (Lazard Asset Management) and Justin Lannen (Maple-Brown Abbott) recommend they look outside the Magnificent Seven and other well known names.

     
  • Portfolio customisation: Models with tailoring Portfolio customisation: Models with tailoring

    Eleanor Menniti (Lonsec), Uwe Helmes (BlackRock), and Julian Lefcovitch (North) explore the challenges and benefits of bringing a scaleable custom managed portfolio solution to market.

     
  • Practical implementation of managed accounts practical considerations about implementing managed accounts in a financial advice business.

    Frances Taylor & Daniel Vanderzei (Colonial First State) and Ty Cockle (Financial Foundations Australia) provide practical considerations about implementing managed accounts in a financial advice business.

     
  • Targeting high-net-worth validators Targeting high net worth clients

    Martin Morris (Centric) provides insights into the growth of high-net-worth investors, including what drives their behaviour towards investing, and thoughts on how advisers should approach this cohort of sophisticated investors

     
  • The Holy Grail of private markets for managed accounts As an asset class, private markets present a compelling case for investors

    Jason Huljich (Centuria Capital), Andrew Lockhart (Metrics Credit Partners), Daniel Choo (Russell Investments), Alex Donald (Ironbark), and Chris Ogilvie (Invest Blue) consider potential issues in going down the private markets path

     
  • The role of advisers in monitoring underperformance ASIC The role of advisers in monitoring underperformance

    Leah Sciacca (ASIC) provides a recap on the key findings of ASIC's Report 779 and the role of super trustees, financial advisers and advice licensees in monitoring investment underperformance

     

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