Market Insights

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Remove SMSF headaches with periodic processing

TBAR and the new ECPI requirements mean the inevitable move away from annual processing....

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Managed accounts go hand-in-hand with a goals-based approach to advice, because you can align your clients to a portfolio that closely matches their financial objectives....

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How can your business be more efficient?

For the 64% of advisers who find efficiency is their biggest business challenge, technology can help them overcome the problem and spend more time on what matters most – ...

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Positioning for rates, preparing for opportunity

PIMCO on positioning for rising rates, the impact of fuller valuations on volatility and why flexibility is the key to generating attractive returns...

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SMSF Software Selection Checklist

Spotting the differences in SMSF software can be tricky. This checklist will help you clearly differentiate and compare your options....

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A tried and true SMA provider

Whether investors are looking for growth, income, standalone investments or diversification, the broad SMA offering available from Antares, one of the original managed ac...

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An adviser firmly focused on a self-managed future

Liam Shorte wanted to help people build and grow their wealth and set out to become the ‘go-to’ specialist on SMSFs. ...

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Five core beliefs key to giving clients value

Adelaide financial adviser Glenn Sterrey, of Bentley Wealth Partners (BWP), says “I am an overnight success… it’s just taken me 35 years to get here”....

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Cybersecurity: Looking to profit from a growing global threat

The significant increase in cybercrime has resulted in corresponding growth across the cybersecurity industry. This presents an opportunity for investors looking to profi...

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Benefits of an integrated technology solution

Advisory businesses that possess an integrated solution for their platform technology and dealer software needs are best positioned to prosper, according to Alan Dunne, c...