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


Centrepoint Alliance posts $1.6m NPAT KANIKA SOOD Centrepoint Alliance reported $1.6 million in NPAT for the December half, as its total adviser numbers dropped slightly to 308.	Ignition Advice enters UK market ELIZA BAVIN Fintech Ignition Advice has announced it will move into the UK market, establishing new teams in London and Edinburgh.

IOOF to spend big on BOLR KANIKA SOOD IOOF expects to spend up to $32 million on paying out Buyer of Last Resort arrangements with financial advisers leaving its network, primarily from Bridges Financial Services.	FPA names Gwen Fletcher Memorial Award winner ELIZA BAVIN The Financial Planning Association of Australia (FPA) has named Melbourne-based financial planner Renato Manias as the first 2021 winner of the Gwen Fletcher Memorial Award.

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Cover Story

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No shame in dreaming

VICTORIA DEVINE
MANAGING DIRECTOR
ZELLA WEALTH PTY LTD

The podcast She's on the Money has become a personal finance juggernaut and catapulted its founder and Zella Wealth director Victoria Devine into the public eye. But she doesn't want to make it all about her, instead she's focused on the power of money to change lives. Elizabeth McArthur writes.

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Simon Gvalda Recruitment Consultant Kaizen Recruitment Pty Limited	Adrian Martuccio Portfolio Manager Bell Asset Management	John Dyall Head of Investment Research Rainmaker Information	Sean Cookson Vice President and Managing Director - APAC Financial Recovery Technologies
Who owns the clients in an advice business?	Six things to watch this reporting season	What exactly happened with GameStop	Class action settlements may be available to advisers' clients
One of the main questions I am asked by employers when recruiting for financial advisers is, can the adviser bring across clients? While this request ...	With the US election behind us and a considerably more stable political environment expected, it is anticipated that many companies will be more forthcoming ...	At the end of 2020 there was a collective sigh of relief that 2020 was over. For good. Forever. Sorry. If the short squeeze on Gamestop tells us anything ...	For financial advisers, participating in shareholder class actions on behalf of clients may seem an impossibly complex task. However, through technology ...
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