FS Advice - Volume 13 Number 4

Volume 13 Issue 4

Investment

Blending alpha-seeking, factor and indexing strategies: A new framework (Part one)

JEAN BOIVIN , LISA O'CONNOR , SIMONA PARAVANI-MELLINGHOFF | Comments | FRIDAY, 16 NOV 2018

Blending alpha-seeking and index products has become more challenging as the number of indices has increased and factor strategies have emerged to ... Read more

Emerging debt in a rising interest rate environment

CARL ROSS | Comments | 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 ... Read more

How to profit from market myths

ANDREW MACKEN | Comments | 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 ... Read more

Skin in the game

KANIKA SOOD | Comments | 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 ... Read more

Bank greed and latent risks

DAMIEN WOOD | Comments | 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 ... Read more

Blending alpha-seeking, factor and indexing strategies: A new framework (Part two)

LISA O'CONNOR , SIMONA PARAVANI-MELLINGHOFF | Comments | FRIDAY, 23 NOV 2018

Blending alpha, factors and index Our empirical work can be applied in a variety of contexts, no matter the investor's portfolio construction ... Read more

Why global bonds?

DAVID HOFFMAN , STEPHEN SMITH , THEODORE FETTER | Comments | FRIDAY, 30 NOV 2018

Global bonds: An opportune investment Global bonds are a unique opportunity class that can produce superior returns and provide diverse sources of ... Read more

Investing for the long term: 'Future quality' companies

JAMES KINGHORN | Comments | 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 ... Read more

Successful small cap investing

LIAM DONOHUE | Comments | 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 ... Read more

Insurance

Disruption in insurance

DANIEL BIONDI , PAUL CRONIN | Comments | FRIDAY, 14 SEP 2018

Insurance has long been viewed as a relatively stable offering within the financial services sector. Traditionally, people paid their premiums on a ... Read more

Superannuation

Strategies to reduce your total superannuation balance

JOSEPH CHEUNG , WILLIAM FETTES | Comments | FRIDAY, 28 SEP 2018

An individual's total superannuation balance (TSB) determines many of their superannuation rights and entitlements, such as eligibility to contribute ... Read more

Retirement

The role of the age pension in your retirement plan

NATHAN ZAHM , TIMOTHY SMART | Comments | FRIDAY, 12 OCT 2018

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 ... Read more

Compliance

Everything you need to know about best interests duty

CLAIRE WIVELL PLATER , SONIA CRUZ | Comments | FRIDAY, 19 OCT 2018

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 ... Read more

Applied Financial Planning

Latest News


Futuro ends AMP alignment JAMIE WILLIAMSON Futuro Financial Services has ended its partnership with AMP after seven years, becoming 100% privately-owned again.	Escala bought by growing US firm JAMIE WILLIAMSON Escala Partners is set to be acquired by a US-based wealth manager looking to expand its international footprint.

IOOF braces for new super package, grandfathered commissions changes KARREN VERGARA IOOF's bottom line will take a hit from the newly legislated Protecting Your Super package and the proposed removal of grandfathered commissions.	ClearView launches client-engagement guide KANIKA SOOD ClearView has launched a guide on how financial advisers can engage better with clients, in partnership with an academic.

Videos

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Cover Story

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Reality check

PETER NONNENMACHER
DIRECTOR
MACARTHUR FINANCIAL PLANNING PTY. LIMITED

Celebrating 40 years in any job is a remarkable feat and to still love doing what you do after all those years is all the more impressive. Hillross Macarthur's Peter Nonnenmacher shares with Jamie Williamson his thoughts on the changing world of advice.

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Expert Feed

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Katie Johnston

Senior Associate

FS Advice

Deal breakers & deal changers in the financial planning M&A space

The financial services industry has seen blow after blow recently with the introduction of new Financial Adviser Standards and Ethics Authority (FASEA) ...

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Kate Fellows

Paraplanner

FS Advice

Why the paraplanning profession is here to stay

There is much conjecture surrounding the future of paraplanning, and with good reason. With artificial intelligence and machine-learning gaining momentum ...

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Jacqui Lennon

Head of Product and Customer Experience

FS Advice

Retiring with dignity requires superior income solutions

With the financial services industry being shaken up by the Hayne Royal Commission and greater government scrutiny, Australians are demanding greater transparency ...

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Shelley Banton

Executive General Manager, Technical Services

FS Advice

Potential problems with pension payments

There's no doubt the new rules and regulations associated with Super Reform are confusing. We are now seeing new issues starting to emerge that will have ...

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