Best Practice

Many Australian portfolios stay a little too close to home

Wednesday, 22 November 2017

Australian investors are well overweight in local assets, creating outsized risk. To combat this problem, financial planners must be mindful of their own biases.

Investment policy statements are fund managers’ how-to books

Tuesday, 14 November 2017
Advisers using managed accounts will need to learn to behave more like fund managers. Learn how an IPS provides guidelines for this.

Regtech helps advisers push back against the squeeze

Thursday, 9 November 2017
Growing regulatory pressure, combined with increased client expectations, can put financial planners in a bind. Regulatory technology can create the space for a business to thrive.

What to do if you suspect elder financial abuse

Tuesday, 7 November 2017
Schemes in which acquaintances of older people try to steal their savings are becoming more common. Here is some guidance on how to recognise and handle any potential cases.

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