Above and beyond: how client experience is key to building women’s wealth Netwealth’s latest research shows that many women are considering using a financial adviser, but building an attractive offering goes beyond just the advice itself to the types of conversations professionals have and digital tools they use. MORE Above and beyond: how client experience is key to building women’s wealth Andrew Braun General Manager Marketing Netwealth Investments & Superannuation Australia March 24, 2023 MORE
Safe, ethical and confident: How to build an advice offering for female investors From ethical investing to insurance and budgeting advice, there’s plenty of room for advisers to make a difference when building out an offering for this key segment of the market. MORE Safe, ethical and confident: How to build an advice offering for female investors Andrew Braun General Manager Marketing Netwealth Investments & Superannuation Australia March 23, 2023 MORE
Why you need a clear investment philosophy Financial advice today has evolved. It goes far beyond the traditional bounds of managing investments. It is more holistic, more personal, and more effective for more Australians. You could be forgiven for thinking investment conversations should be demoted in favour of other areas of the advice process, but that would be a mistake. MORE Why you need a clear investment philosophy Sophie Metcalfe Account Manager Schroders Australia March 17, 2023 MORE
Five themes and Five Stocks for 2023 The bulls took charge of global equity markets at the start of the year on Fed-pivot hopes and China reopening excitement. As we head into the third month of 2023, the bears are starting to wrestle for control, as scepticism over the sustainability of the rally continues to increase. MORE Five themes and Five Stocks for 2023 Elfreda Jonker Client Portfolio Manager Alphinity Investment Management Australia March 9, 2023 MORE
Helping clients future-proof the increasing cost of education Parents have an intrinsic drive to aspire for a better life for their children, regardless of their own childhood. Recent studies show 86% of parents believe it is either extremely or very important to have a good education to be able to thrive in life, demonstrating an overwhelming vote in favour of the power of education. MORE Helping clients future-proof the increasing cost of education Damien Otto Group Executive - Sales & Distribution Futurity Investment Group Australia March 7, 2023 MORE
Engaging Women in Investing – the ‘Why’ and the ‘How’ for Financial Advisors The rights and roles of women have undergone significant change over the last century, and we continue to witness the ever evolving and growing presence of women’s power in society. More recently we’ve seen women increase their representation in the workforce, become equally represented in the Senate, as well as outnumber their male counterparts in domestic university attendance. MORE Engaging Women in Investing – the ‘Why’ and the ‘How’ for Financial Advisors Paula Gigler Head of Key Accounts - Wealth & HNW BlackRock Australia February 23, 2023 MORE
Why Passive Funds are an Ideal Vehicle for Thematic Investing The passive versus active fund management debate has raged on for quite some time and although opinions may still vary, there is one area of the market which stands out in favour of passive management – thematic investing. MORE Why Passive Funds are an Ideal Vehicle for Thematic Investing Blair Hannon Head of Investment Strategy Global X ETFs Australia Australia February 3, 2023 MORE
Designing an Alternative Investment Strategy – The Who, Why & How A call to arms has been made to portfolio managers and CIOs globally, according to leading global investment and private equity firms, a regime change is occurring and ‘now is the time for all investors to revisit their asset allocation, including portfolio construction. MORE Designing an Alternative Investment Strategy – The Who, Why & How Mark Sherwood Investment Strategist iPartners Australia January 27, 2023 MORE
What do our clients value? This is one of the most universally pondered questions in business. Rather than wonder, many businesses simply ask. However, as with any form of customer research, you need to be cautious about how you go about gleaning your answers and the insights you draw. MORE What do our clients value? Miles Casbier Product and Program Manager Moneysoft Australia January 19, 2023 MORE
How an established Private Wealth firm used marketing to attract a new type of client Collins House is an advice firm that has been an early adopter in the online direct investment space. In this article, they share valuable lessons they've learned while building a digital investment solution to complement their traditional advice business and discuss how they are positioned for their next growth phase. MORE How an established Private Wealth firm used marketing to attract a new type of client Ravi Verma Head of Distribution OpenInvest Australia December 9, 2022 MORE