In this course, you'll get actionable insights into the 6 big questions facing Australian institutional investors today. As with nearly $2.9 trillion in assets, the super sector is now larger than the entire Australian equity market - and it's valuable for advisers to see how these large investors are allocating their funds, as they're in a position to influence how people manager their money into retirement.
In this eBook as part of the course you will learn:
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In this CPD course, you will watch candid chats with leaders on the future of the financial services industry. This program is where industry leaders discuss change, market evolution and strategy – focusing on politics, advice, superannuation and platforms.
In this CPD course, watch candid conversations Bryce Doherty, CEO at UBS Asset Management has with Senator Andrew Bragg, and Sally Loane at the FSC on the future of the financial services industry.
In this CPD course, Pina Sciarrone from AIA Australia sits down with Kris Mason from MBS Insurance to explore the key things you need to know about the benefits of a risk only business and how scale can work to your advantage.
In this CPD course, Pina Sciarrone from AIA Australia sits down with Dan Blatch from IMFG - Corporate Wealth Solutions, to explore the key things you need to know about setting up the structure of a successful business.
This CPD course, featuring Olympic gold medallist and swimming record-breaker Michael Klim, explores the reasons for the life insurance gap in Australia and the triggers that can lead to a conversation about income protection.
Despite being an exceptional athlete, Madi's still concerned about paying rent and one day buying a property. It's time she got the lessons she needs to help her reach those goals.
Pasquale had a young family, a successful pharmacy business and a commitment to good health. Then he had a heart attack. It was completely unexpected and, were it not for his crisis recovery insurance, his medical problem would have been compounded by financial ones. In this series, we look at how insurance helped him not only get back on his feet but also look at making some changes in his life.
In the Thought Leaders Series, OneVue MD Connie Mckeage discusses the challenges the industry has experienced and what can be done to provide support for the industry to move forward in this post Royal Commission environment. Connie also shares a future gaze for the industry and how advancements in technology, the impacts of block chain, and new payments platform will change the way we do business.
In this quarterly update, Financial Planning Association chief executive Dante De Gori discusses how the advice industry is being reshaped by reforms, the Royal Commission and the court of popular opinion. While advisers will face multiple challenges over the next few years, De Gori has some practical advice about how to move the industry forward.
An accident or illness can have devastating consequences for clients and that’s before financial considerations are even taken into account. When Carla's daughter was diagnosed with leukaemia she never imagined how much her adviser and AIA insurance would be able to provide the support she needed. Due to having family income protection insurance Carla was able to be there for her child when she needed her most.
In a time of sweeping regulatory change and the entrance and availability of new disruptive technologies, the financial advice is arguably at a precipice - the question is, how do you take the leap? In this series, we talk to four industry experts about how advisers can streamline their business, improve their margins and better articulate their value proposition.
A life-threatening accident revealed a disease that would last him the rest of his days, and Craig found himself unable to continue work as a surgeon in Australia, let alone overseas for our armed forces. The latest in our Insurance Masters series is a story of renewed purpose and highlights the role financial advice plays in changing lives.
A herniated disc sounds agonising enough. But add to that the fact that you’re a brand-new parent, and you’re in whole new world of pain. This was the reality for Andrew and his family when he got injured at work. With wife Hayley on maternity leave and Andrew out of work (and a long medical journey ahead of him), just keeping up with the mortgage wouldn’t have been possible if it hadn’t been for the insurance cover they’d had the foresight to take out.
With a multitude of ETFs on offer, it can be difficult to know which might suit your needs best and to really understand ‘what’s under the hood’. iShares’ due diligence checklist can help you to understand ETF construction, costs and potential outcomes for your portfolio.
The investment team that manages the Franklin Templeton Multisector Bond Fund believes one of the biggest risks facing today’s bond investors is that fixed income around the world has been highly distorted by central bank actions.
Stability of income is key in today’s lower for longer environment, and could be combated by a contrarian investment approach which takes opportunistic leaps into particular equities. This strategy enables Allan Gray to minimise volatility traditionally associated with equities by going stronger during market troughs and pulling back during peaks to address your clients’ income needs.
If there’s one word that isn’t encountered often in the investment world, it’s simplicity. This rarity however, is what the RARE Infrastructure Income Fund finds most appealing about the infrastructure market and looks to it for stability, income and as an essential service to the community.
The success of the likes of Uber and Airbnb highlight how the biggest companies of today aren’t necessarily the ones with a 10 or 20 year track records, but those which can best identify and fill a gap in our current marketplace.
The Perpetual Diversified Real Return Fund is designed to target a level of return while minimising risk, through utilising a multi-asset approach, which can be beneficial to both accumulators and investors who are winding down into retirement.
Equity markets have performed strongly in the past years, with the US being the strongest performer and valuations at historic highs. Platinum asks – is this going to keep going? The Platinum International Fund seeks out assets that are mispriced through buying undervalued shares across the globe to find the best opportunities for investors over the long term. With a flexibility to move to cash and the ability to short positions, it takes full advantage of the Platinum investment process.
In his most recent quarterly update, FPA chief executive Dante De Gori discusses the association’s proposal for degree equivalency and why he believes it’s important that both prior learning and experience are recognised as part of this. This quarterly update series also provides an update on the regulatory changes impacting the industry, as well as ASIC’s current priorities and the upcoming Financial Planning Week.
In this Market Update series from UBS Asset Management, portfolio manager, Joel Fleming, introduces you to the microcap investment universe to debunk some misconceptions around the asset class, and to share how UBS evaluates opportunities in this space. Joel also explores the benefits microcaps can offer investors, and why he believes an investment in microcaps is an investment in innovation.
The Macquarie Winton Global Alpha Fund (offered via the Macquarie Professional Series) aims to identify momentum signals in the market combined with seasonality and relative value signals to build a well-diversified portfolio. This Money Masters course with Andy Grimes will explore how the investment team manages risks and what kind of investors are best suited to the Winton Global Alpha Fund.
A flat structure and a highly experienced investment team informs the philosophy and investments behind the Nikko AM Global Share Fund. In this Money Master course, Iain Fulton explores how the concept of free-thinking informs Nikko AM’s investment philosophy, the buy and sell discipline behind the Global Share Fund and what Nikko Asset management means by the term ‘future quality’ and why they actively seek this out.
The UBS Diversified Fixed Income Fund is founded on a fundamental research-driven approach, which seeks out opportunities across the fixed income investment universe to maximise total returns for investors. In this Money Masters course, Anne Anderson explains what fixed income is and how investors can use it in their portfolios, the dual benchmark the UBS Diversified Fixed Income Fund is aligned to and the buy and sell discipline that underpins the fund.
Jack Delosa, founder and chief executive of The Entourage, discusses with Vanessa Stoykov the qualities entrepreneurs share and how advances in technology and diminishing barriers to innovation means we’re likely to see more of them in the future.
As our world becomes more divergent it’s essential to be able to identify and invest in companies which have the ability to flourish in a low growth environment. In this Thought Leaders series, Will Low, head of global equity with Nikko Asset Management, speaks with Vanessa Stoykov about the role of free-thinking and pragmatism in investing, and why active investing will triumph in a low-growth world.
In this four-part Thought Leaders conversation with Vanessa Stoykov, Tanya Sale, chief executive of outsource financial explores the key issues currently impacting Australia’s credit broking industry and what affect these are having on the sector. Tanya discusses the ethical concerns around the mentoring of new entrants; how offering debt solutions can grow your business; what the true impact of self-managed superannuation fund (SMSF) lending has been on the industry; and why she believes the ownership of aggregators needs to be fully disclosed.
Statistics show the majority of Australian women are retiring with just over half the superannuation savings of their male peers. This presents a huge issue for Australians, advisers, and the economy. In a two-part conversation, Anne Fuchs of Sunsuper speaks with Vanessa Stoykov about why women have traditionally been disadvantaged when it comes to super and what steps advisers can take to help improve this for future generations.
The opinions expressed in this content are those of the author shown, and do not necessarily represent those of No More Practice or its related entities. All content is intended for a professional financial adviser audience only and does not constitute financial advice. To view our full terms and conditions, click here.