Volume 12 Number 3

Volume 12 Issue 3

Ethics & Governance

Expanding Australian regulatory reporting

ABRAHAM TEO | Comments | FRIDAY, 4 AUG 2017

1. Introduction The Australian Prudential Regulation Authority (APRA) and the Reserve Bank of Australia (RBA) are making a significant number of changes to core regulatory reporting requirements, some ... 1. ... Read more

Investment

Global listed infrastructure: past, present, future

ANDREW GREENUP | Comments | THURSDAY, 27 JUL 2017

The past decade has witnessed the birth of a new asset class: Global Listed Infrastructure Securities (GLIS). While investors have embraced infrastructure as an asset class since the 1990s, the idea ... Read more

Investing in alternative risk premia

ASHISH TIWARI , BRAD GUYNN | Comments | FRIDAY, 11 AUG 2017

In pursuit of returns and diversification, growing numbers of investors are turning to alternative risk premia (ARP) strategies, which offer access to well-known sources of excess return potential - ... Read more

The rise of passive investing

JAMES SMITH | Comments | THURSDAY, 24 AUG 2017

Active Versus Passive Funds At various times in investment cycles the familiar theme of active management versus passive management gains the attention of the media and investment commentators. The perennial ... Active ... Read more

Emerging value and margin of superiority

BEN INKER | Comments | FRIDAY, 1 SEP 2017

Long-time GMO clients have become accustomed to a certain kind of behavior from our asset allocation portfolios. If they are reading stories about how well an asset class has been doing, chances are ... Read more

A fixed income portfolio manager's perspective on 'yield enhancement'

KIERAN QUAINE | Comments | THURSDAY, 7 SEP 2017

Kieran Quaine, Head of FIIG's Managed Income Portfolio Service (MIPS) answers frequently asked questions, candidly discussing the strategies that he and his team use to outperform. For calendar year ... Read more

Insurance

Super reform: implications for holding life cover through super

STUART SHEARY | Comments | FRIDAY, 22 SEP 2017

The recent super reform changes makes it an opportune time to revisit how life cover in super should be funded as well as how it should be paid to eligible beneficiaries from super upon death. From 1 ... The ... Read more

Technology

The modern face of advice

HUB24 PTY LTD | Comments | FRIDAY, 18 AUG 2017

In a world where technology is reshaping the way we live, it was always a question of when, not if, digital innovation would change the way consumers manage their money and their wealth. From the advent ... In ... Read more

Robo-advice: do you get what you pay for?

JEROEN VAN OERLE , PATRICK LEMMENS | Comments | FRIDAY, 15 SEP 2017

Robo-advice is a hotly debated topic in the fintech space. On the one hand it has opened up the low-wealth market, that was previously unservable, to finally be consulted on their finances, at lower ... Read more

Applied Financial Planning

How to thrive in the new advice world

EMILY DUMMETT | Comments | FRIDAY, 21 JUL 2017

The role of the traditional financial adviser is increasingly being performed cheaply by industry super funds and automated advice services. Time is running out for advisers who limit the scope of their ... The ... Read more

Latest News


Former adviser cops 12 years in jail HARRISON WORLEY A former Brisbane financial adviser will serve at least six years behind bars, after being found guilty of six charges of dishonestly causing detriment to clients to the tune of $5.9 million.	Dealer group shuts after advisers depart KANIKA SOOD A dealer group boss decided to close down its Australian Financial Services License after finding it hard to restock advisers with the FASEA education requirements.

ASIC nudges robo-adviser to shutter ELIZABETH MCARTHUR A digital advice firm has voluntarily shut down two robo-advice tools after ASIC raised concerns.	CountPlus firm acquires advice boutique HARRISON WORLEY A member of the CountPlus network has acquired a boutique financial planning practice.

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From starting his own business at the tender age of 25 to cutting through the saturated podcast market - nothing is holding Glen James back, and he kind of knows it. Elizabeth McArthur writes.

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Katie Johnston Senior Associate The Fold Legal	Sarah Penn Director Mayflower Consulting Pty Ltd	Phil Anderson General Manager Policy & Professionalism Association of Financial Advisers	Eugene Ardino Chief Executive Officer Lifespan Financial Planning
BOLRS aren't a sure thing	Who should REALLY see a financial planner?	Access, affordability are collateral damage	Government should increase access to advice, not reduce it
The challenges for AMP advisers with their buyer of last resort arrangements (BOLRs) has dominated the headlines. Many other advisers have BOLR arrangements ...	Of the 120,000 or so people who work in wealth management in Australia, only 20,000 are financial planners. Most of the other 100,000 work for product ...	Anyone who has worked closely with financial advisers, knows that they are an enthusiastic and energetic group who are great with people and optimistic ...	The release of ASIC's Report 627 Financial advice: What consumers really think, highlighted that among Australians who have received professional ...
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