Applied Financial Planning Articles

Showing 1 to 10 of 31 articles:
Annika Bradley
ANNIKA BRADLEY  |  MONDAY, 18 DEC 2023
If managed accounts hold the key to portfolio personalisation, let's take a look at some of the challenges advisers might face when trying to make meaningful comparisons across performance returns and fees. Read more
Matthew Van Dijk
MATTHEW VAN DIJK  |  MONDAY, 30 OCT 2023
At face value, cost comparisons seem straightforward, however, they can exclude material factors that will detrimentally affect your client. Read more
HUB24 Pty Ltd
HUB24 PTY LTD  |  MONDAY, 26 JUN 2023
This paper brings together industry experts in ESG investing to discuss how it is spanning generations and influencing how advisers engage with their clients. Read more
HUB24 Pty Ltd
HUB24 PTY LTD  |  THURSDAY, 15 DEC 2022
It is well-documented - managed portfolios provide a range of benefits for both clients and advice practices. Read more
Peter Turbach
PETER TURBACH  |  MONDAY, 28 NOV 2022
This paper aims to help advisers understand and manage the commercial and operational elements involved in using managed accounts. Read more
Brett Grant
BRETT GRANT  |  TUESDAY, 30 AUG 2022
Market conditions have tested the appeal of thematic ETFs, but their ability to deliver diversification, megatrend exposure and outcomes for investors remains intact. Read more
Michelle Krig
MICHELLE KRIG  |  MONDAY, 15 NOV 2021
The role of financial advisers is undergoing a profound shift, from technical specialist to relationship-driven coach covering broader strategic advice. To make this transition at scale successfully, advisers need a robust suite of digital tools-with ... Read more
Matthew Walker
MATTHEW WALKER  |  MONDAY, 16 AUG 2021
The adoption of managed accounts has been proliferating in Australia as they fill the need for advisers to deliver professional investment services more efficiently and allow them to concentrate on being a strategic adviser. Read more
Mat Walker
MAT WALKER  |  MONDAY, 19 APR 2021
The global pandemic emphasised many things, not least of which was the importance of financial advice for investors. Read more
Meaghan Victor
MEAGHAN VICTOR  |  WEDNESDAY, 22 JAN 2020
The stellar growth of the managed account sector means financial planners have an unprecedented choice when it comes to selecting cost-effective ways of delivering investments to their clients, while optimising their core skills in providing strategic ... Read more
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