CARL ROSS | FRIDAY, 31 AUG 2018
As a fixed income asset class with relatively high duration, sovereign emerging debt is sensitive to interest rates. But is there anything else we can say? Read more
ANDREW MACKEN | FRIDAY, 5 OCT 2018
In 1962, President John F. Kennedy delivered Yale's graduating class of 1962 a piece of advice that all investors should hold dear: "The great enemy of truth is very often not the lie - deliberate, contrived and dishonest - but the myth - persistent ... Read more
KANIKA SOOD | MONDAY, 15 OCT 2018
Three men sit huddled together, watching a video that plays on a computer screen in a large-ish empty room. Sounds like a late-night university study session? Only the men are in crisp white shirts, not hoodies. The video on the screen is not that of ... Read more
DAMIEN WOOD | FRIDAY, 9 NOV 2018
Fish apparently rot from the head down. The chief executives of Australia's big four banks have helped themselves to monster pay rises over the past 20 years. Bank staff were financially motivated to sell more products to help meet their performance ... Read more
Blending alpha, factors and index Read more
JAMES KINGHORN | FRIDAY, 7 DEC 2018
The Nikko Asset Management global equity team philosophy is based on the belief that investing in 'future quality' companies will lead to outperformance over the long term. This paper draws on academic evidence to outline the three fundamental concepts ... Read more
LIAM DONOHUE | FRIDAY, 14 DEC 2018
The listed Australian small companies' market is known for its significant capital growth, wealth creation and most importantly the fostering of innovative emerging businesses. It is the birthplace of many of Australia's largest companies including ... Read more
Communications & Marketing
In the past decade, the media serving financial services has changed almost as much as the financial services industry itself. Financial services changes have been regulatory as well as technology driven, while media change has been almost entirely ... Read more
Applied Financial Planning
FINANCIAL STANDARD | FRIDAY, 7 SEP 2018
Insurance has long been viewed as a relatively stable offering within the financial services sector. Traditionally, people paid their premiums on a regular basis with monies invested for long term gains. Recently though the underlying assumptions, and ... Read more
An individual's total superannuation balance (TSB) determines many of their superannuation rights and entitlements, such as eligibility to contribute after-tax amounts into superannuation without an excess arising. Due to the importance of total superannuation ... Read more
For most Australian retirees, the age pension is a meaningful portion of their retirement income, and for all retirees it should be considered as part of the retirement planning process. Read more
There are four things that you need to do after 1 July 2013 when providing personal advice to retail clients - in addition to the disclosure requirements. The four things include (note: the italicised items are new) Read more
Super Consumers Australia believes we should look to the UK for inspiration when it comes to providing access to conflict-free financial advice, saying lessons of the Royal Commission have been forgotten and "a chorus of self-interest has emerged".
CountPlus has acquired a 32.75% interest in financial advice practice WSC Group.
BT's 25-year-old Wrap has seen its last June 30, with its user interface no longer available and all clients moved across to Panorama.
The financial services company has acquired a 35% equity interest in financial planning practice McGregor Wealth Management (MWM).
PERERA CROWTHER FINANCIAL SERVICES PTY LTD
PERERA CROWTHER FINANCIAL SERVICES PTY LTD
The advice industry is poised to turn the corner in 2022. Leading a major association and his own practice, Perera Crowther Financial Services founder Sam Perera is confident advisers will finally have their watershed moment. Karren Vergara writes.
We've seen FORO - the Fear of Running Out - raise its head in the past couple of years, especially during COVID-19. FORO is a very real issue in retirement ...
One of the critical steps in purchasing a company that holds an AFSL or ACL is ensuring that the licence does what you need it to do and carries no major ...
Lifespan Financial Planning chief executive Eugene Ardino pens an open letter to Anthony Albanese and Scott Morrison on behalf of the financial advice ...
Right now, we are on the cusp of a once in a generation adjustment as the world moves from low inflation and low interest rates to high inflation and ...