The simple learnings advice firms have shared with us

The shape and make-up of the financial advice industry is evolving, as market pressures persist and adviser numbers dwindle. Still, in the face of new changes, the best lessons are often the oldest and simplest. We recently spoke to a group of advisers about the enduring value in collaboration, planning and learning.

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The simple learnings advice firms have shared with us

Cameron Garrett

Head of Wealth Solutions

Macquarie’s Banking and Financial Services group

Australia

2 days

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How can self-directed investing future-proof your advice firm?

Yet again, the financial services industry in Australia is going through change. As a business owner, you could easily become distracted by the impending Quality of Advice Review outcomes and let another year pass you without focussing on the growth of your business.

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How can self-directed investing future-proof your advice firm?

Ravi Verma

Head of Distribution

OpenInvest

Australia

3 days

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Matching Ethical Priorities

The adoption of ESG investing has accelerated over recent years, driven primarily through an increased demand by investors applying their values to their investment selection and the uptake by investment managers introducing ESG considerations in their investment selection and portfolio construction.

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Matching Ethical Priorities

Neil Rogan

Head of Wholesale Partnerships

Russell Investments

Australia

3 days

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The Established Affluent – a market segment you need to know about

Highly educated, well resourced, financially capable and (surprisingly) tech savvy… meet the Established Affluent.

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The Established Affluent – a market segment you need to know about

Andrew Braun

General Manager - Marketing

Netwealth Investments Limited

Australia

1 week

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“50 Shades of Green” in incorporating ESG Investments into Client Portfolios

There are many shades of green to consider when incorporating ESG investments as part of your investment philosophy or recommending as part of a client’s investment portfolio. Whilst many Advisers and Investors acknowledge and believe in why ESG investing is important. It can be more difficult to know how to implement ethical investment strategies that align with personal beliefs and values.

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“50 Shades of Green” in incorporating ESG Investments into Client Portfolios

Neil Rogan

Head of Wholesale Partnerships

Russell Investments

Australia

2 weeks

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Garnering more affordable IP amid cost-of-living pressures

Income protection (IP) policies have traditionally been structured with a benefit period that covers the client from the time a successful claim period begins, right through to their 65th birthday (TA65).   However, our AIA Australia (AIAA) new business data tells us that advisers are increasingly recommending the alternative of a shorter 5-year benefit period

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Garnering more affordable IP amid cost-of-living pressures

Benjamin Martin

Senior Technical Manager at

AIA Australia

Australia

1 month

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Future Focussed Portfolio – Filecoin: Taking on the big guys, one block at a time

In our last two articles we have covered what we consider the key building blocks of Web 3.0, namely Bitcoin for money, and Ethereum as logic (compute). The third and final building block we will look at is data, which we believe will be underpinned by the Filecoin protocol. Now this may be a coin that you have never heard of, and it’s so much more than a ‘coin’. But before we dive into the details, let’s start from the basics – as we want you to walk away with an appreciation of how varying blockchain/digital assets are, in their scope and utility.

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Future Focussed Portfolio – Filecoin: Taking on the big guys, one block at a time

Heath Behncke

MANAGING DIRECTOR

HOLON GLOBAL INVESTMENTS

Australia

2 months

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Simple questions to stress test your CX

If you asked everyone in your firm to define your value proposition, could they? Would everyone in your firm have the same underlying purpose to their work? Your answers to these simple questions give clues to how advanced and effective your customer experience (CX) is.

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Simple questions to stress test your CX

John Sullivan

Associate Director - Head of Client Development, VAN - Wealth

Management at Macquarie Group

Australia

2 months

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Ethereum: There’s a smart contract for that, aka Why Warren Buffett is wrong

Warren Buffett hates Bitcoin because it is a non-productive asset. He also argues that all cryptocurrencies fall in the same category. And while Bitcoin - like gold - is a non-productive asset, he is most definitely wrong painting many other cryptocurrencies with the same brush.

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Ethereum: There’s a smart contract for that, aka Why Warren Buffett is wrong

Heath Behncke

MANAGING DIRECTOR

HOLON GLOBAL INVESTMENTS

Australia

2 months

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Is engagement a reliable proxy for success?

A few years ago, Facebook made an announcement that, to the surprise of many, proclaimed engagement (on their platform) was not a reliable proxy for business success.  It was a surprise because engagement had become THE buzz word and was a narrative that had been driven by Facebook. 

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Is engagement a reliable proxy for success?

Jon Shaw

CHIEF EXECUTIVE OFFICER

MONEYSOFT

Australia

3 months

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