Earnings season at home sees strongest monthly gain in markets since mid-2016, while there’s progress on the Brexit front as PM May opens up on a vote to block a no-deal exit.
There’s no denying it: many businesses would struggle to exist without an online presence. Today’s business owners are becoming increasingly aware of the importance of cyber safety. Learn more.
If your clients are considering becoming a Self-Managed Super Fund (SMSF) trustee, having an understanding of how managed accounts work, and the role they can play in an investment portfolio, may help you in providing better advice.
If your clients have a SMSF, one of their obligations as a trustee is to have a clearly articulated investment strategy. Learn about the other areas to consider.
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Email is the primary method of communication with your clients, but email is also a great channel for fraudsters to steal identities and facilitate fraudulent requests.
Read our top tips on what to look out for and actions to take to confirm it’s your client you’re dealing with.
Almost a third of an Australian financial planner’s time is spend on compliance and administration, compared to a global average of less than 20% highlighting the need for advisers to find more efficient ways of operating. Core data in their report Adviser efficiency: Business Processes in Australia reach the conclusion that if advisers can find a way to reduce some of this administrative burden, it has a tangible impact on the profitability of their business.
How do you balance the need to invest for growth whilst protecting clients against the kind of losses that can derail their retirement plans? Wrap Capital Protection can be a suitable solution. View case studies outlining strategies to help clients manage risk, approach retirement and receive a minimum benefit.