Adviser News and Insights


  • Latest Insights

    December 12, 2019

    Next Level Adviser Education

    There’s a new way to unlock your potential – and provide value beyond advice to your clients. _Zone is your education program, designed to guide you through the professional development you need as an adviser to meet the challenges of today and tomorrow.

    December 12, 2019

    Calls for unity on mental health

    The advice industry has called for a more coordinated and unified approach to mental health to help it progress to an everyday consideration that benefits financial advisers and their customers.

    December 12, 2019

    Harnessing behavioural finance for better client outcomes

    The advice industry has called for a more coordinated and unified approach to mental health to help it progress to an everyday consideration that benefits financial advisers and their customers.

    December 12, 2019

    9 ways to look after your mental health during the silly season

    The festive or ‘silly’ season can be a wonderful time to recharge from the work year, celebrate with friends and family, and prepare for the year ahead. But for many Australians, it can also be a time that is met with increased levels of stress, anxiety and loneliness. It’s important that we all give a little extra care to our mental health and wellbeing during this time of year, as well as caring for those around us if we can. We’ve listed nine of our top tips below to help you through this silly season.

    October 31, 2019

    The apparent contradiction between equities and bonds

    We appear to be in an unusual situation where equity and bond markets are discounting contradictory outcomes.

  • Life Insurance

    December 12, 2019

    Thank you to all our partners

    With 2019 in the rear-view mirror, the changes our industry has endured are now presenting the opportunities we must embrace in 2020. It was truly a pleasure this year to be part of so much positive collaboration with our industries bodies, our fellow insurers and our retail and investment partners and what has shone through is our continued willingness to adapt and thrive within a shifting and challenging advice landscape.

    December 12, 2019

    Next Level Adviser Education

    There’s a new way to unlock your potential – and provide value beyond advice to your clients. _Zone is your education program, designed to guide you through the professional development you need as an adviser to meet the challenges of today and tomorrow.

    December 12, 2019

    Calls for unity on mental health

    The advice industry has called for a more coordinated and unified approach to mental health to help it progress to an everyday consideration that benefits financial advisers and their customers.

    December 12, 2019

    Harnessing behavioural finance for better client outcomes

    The advice industry has called for a more coordinated and unified approach to mental health to help it progress to an everyday consideration that benefits financial advisers and their customers.

    December 12, 2019

    9 ways to look after your mental health during the silly season

    The festive or ‘silly’ season can be a wonderful time to recharge from the work year, celebrate with friends and family, and prepare for the year ahead. But for many Australians, it can also be a time that is met with increased levels of stress, anxiety and loneliness. It’s important that we all give a little extra care to our mental health and wellbeing during this time of year, as well as caring for those around us if we can. We’ve listed nine of our top tips below to help you through this silly season.

  • Investments

    October 31, 2019

    A moment with Matthew Drennan

    Well the silly season is almost upon us and I suspect many in the industry (including yours truly) are looking forward to a summer break. Just a couple of pieces of news to round out the year before we pull up stumps.

    October 31, 2019

    The apparent contradiction between equities and bonds

    We appear to be in an unusual situation where equity and bond markets are discounting contradictory outcomes.

    October 31, 2019

    Keeping it in the Family

    What makes a company “good” or “great”? Many investors when answering that question may think about a company’s product or service, highlighting how that product or service is unique or differentiated or how its pricing model is sustainable.

    October 31, 2019

    Market Update

    In this month’s Market Update Patrick Noble, Senior Investment Strategist, looks at the latest events driving investor sentiment across the major asset classes.

    June 27, 2019

    Looking through a sustainability lens

    Sustainability is becoming an increasingly important part of the contemporary investment landscape. Indeed, successful long-term investing depends upon the identification of companies which have sustainable business models and goes hand-in-hand with environmental sustainability.

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