SPDR Practice Management, State Street Global Advisors
     
Developing financial knowledge
  |  
Financial literacy is the ability to use knowledge and skills to manage one's financial resources effectively for lifetime security. It is a continuum of abilities that is subject to variables ... Read more

Raewyn Williams
     
The new recruit to your alpha team
  |  
'Alpha' as an investment concept is well understood. It is the difference between a portfolio's actual return and the return expected from the portfolio based on its exposure to the market (its ... Read more

Todd Mcclone
     
What has everybody been worried about?
  |  
Despite recent signs of improvement, investor sentiment about emerging markets has been fundamentally depressed over the past year. Relative to their historical positioning, global institutional ... Read more

Daniel Butler
     
$1.6M balance cap examined: more tax on death benefits
  |  
The proposed $1.6 million superannuation balance cap will, if introduced, result in substantial changes from 1 July 2017 and is likely to generate significantly more tax on the payment of death ... Read more

     
FS Minute: Financial Services News Roundup - 29 July 2016
In FS Minute
Financial Standard editor Mark Smith presents a roundup of the week's biggest industry news and executive appointments. In this week's news: QIC and Future Fund back $3bn renewable fund A ... Read more

Roger Montgomery
     
Earning or yearning?
  |  
The S&P/ASX 100 (XTO) is a stock market index capturing Australia's top 100 companies by market capitalisation. It accounts for 63% (at April 2016) of the Australian equity market, however ... Read more

Amanda Young
     
The rise of the millennials
  |  
The financial industry and the products it supplies have always evolved to meet market challenges and opportunities. Today is no different. One of the key factors that will drive the industry over ... Read more

Kerrie Sydee
     
A new approach
  |  
FS Advice spoke with 2015 AFA Adviser of the Year, David Reed, who believes that financial advice must move into a retirement coaching role to enable clients to achieve their goals. Read more

Christopher Page
     
The super threshold - what it means and what it doesn't
  |  In Blogs
The introduction of a $1.6 million superannuation transfer balance cap was one of the biggest changes handed down in the 2016 federal budget. Now that the dust has settled it's time to consider ... Read more

Aaron Minney
     
Is it sensible to buy an annuity in the current environment?
  |  
Retirees often ask their adviser if it is a good idea to lock in retirement income in a low interest rate environment. There is often a sense that "rates will have to rise" so clients ... Read more

Actuaries Institute Australia
     
The challenge of longevity risk - making retirement income last a lifetime
  |  
This paper concentrates on longevity risk in the context of the retirement income system in Australia, the UK and the US. Read more

Reece Birtles
     
Rethinking "safe" investments for retirees
  |  
Back in 2020, Martin Currie started to look at how the ageing population was changing the retirement environment in Australia, and how people moving into retirement were actually going to fund their ... Read more
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A new perspective on global investing
Using country of domicile as a measure of a firm's potential success or future stock price is increasingly out of step with today's globalised world. In fact, it can grossly misrepresent the fundamentals ... Watch video
Value Matters - A Crossroads for Australian Equities
At last year's Advisers Big Day Out, Lazard Asset Management's Dr. Philipp Hofflin outlined his concerns over the sustainability of residential property prices and the sensitivity of the major banks ... Watch video
What progress has been made since the GFC, and what lies ahead?
Pyrford International is an investment management firm based in London providing international asset management services for clients in Europe, United States, Middle East and Australia. Founded ... Watch video
ETF Capability Manager
More financial planners are now using ETFs more than ever before in Australia and this has been seen in the continued growth in FUM. Over the last 12 months, there has been strong growth in ETFs ... Watch video
Fixed Income: Why unconstrained matters in a low rate, credit stretched world
Join Legg Mason for an educational session presented by Brandywine portfolio manager Jack McIntyre - it could change your next fixed income conversation with your client. Jack will provide an insightful ... Watch video
Advisers Big Day Out 2016 - Capital Cities
Financial Standard's Adviser Big Day Out began with our Capital Cities roadshow in 2016, which went to Perth, Adelaide, Melbourne, Brisbane and Sydney in March. The program is Financial Standard's professional ... Watch video
Assessing Alternative Assets
Alternative asset strategies have historically been the realm of institutional and sophisticated high net wealth investors. Alternatives play a crucial role in any portfolio, with the low correlations ... Watch video
Why Smart Beta equity is the solution you always wanted
We begin with the question: What are our investors goals when choosing to invests in a global equity portfolio and what key attributes do we want to deliver to our clients to achieve those goals? Equities ... Watch video
Sunsuper continues push into adviser market
26 August 2016, 12:02pm
Sunsuper has appointed two new business development managers (BDM) and launched an online portal for financial advisers. Read more
LICG will fight on after failing to trigger AFA constitution talks
25 August 2016, 12:17pm
The Life Insurance Customer Group (LICG) has failed to trigger an extraordinary general meeting of the Association of Financial Advisers (AFA) to explore a change to the body's constitution after nearly ... Read more
Risk advice revenue falls 7pc in 2016
24 August 2016, 12:23pm
Risk advice revenue has dropped to the lowest point since 2013 as advisers anticipate the impacts of pending Life Insurance Framework (LIF) reforms, according to the Investment Trends 2016 Planner Risk ... Read more
Vulnerable clients easily manipulated: study
24 August 2016, 12:18pm
Trust in financial advisers can be easily manipulated, according to a new university study which found a large proportion of Australians were unable to tell the difference between good and bad financial ... Read more
Sentry Group slams LICG's "opportunistic attack"
24 August 2016, 11:54am
Sentry Group chief executive and chair Murray Hills has criticised the Life Insurance Consumer Group's "attack" on the Association of Financial Advisers in an open letter. Read more
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