Market Insights

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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...

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eBook: Navigating Technology Choices

The Ultimate Guide to Selecting and Implementing a Cloud-based SMSF Administration Solution...

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The key to good client relationships is good communication and listening

For business owner and financial adviser, Anne Graham, of Story Wealth Management, the best part of working in advice is her relationships with clients and being able to ...

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Asset Allocation: Late-Cycle Investing

At this stage in the cycle, investors should consider inflation risk, market dispersion, recession risk and other key factors discussed in PIMCO's midyear update. ...

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Helping clients by translating the complexities

Award-winning planner Patrick Anwandter, of Strategy First, has been a financial adviser for more than 20 years. The financial advice landscape was very different in the ...

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Choosing the right managed accounts provider

Macquarie’s 2018 Accounting and Financial Benchmarking Report compared the focus of high-performing firms to the market and found three major areas of difference. High-pe...

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From financial adviser to financial coach – the journey and the philosophy

Heidi Schwegler, AHS Financial principal, always wanted to become a financial adviser with an underlying desire to help people make sense of their finances....