Volume 13 Number 4

Volume 13 Issue 4

Investment

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 say? The yield on a sovereign debt portfolio can ... As ... Read more

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 replicate what was previously alpha. We present a framework ... Blending ... 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 great enemy of truth is very often not the lie - deliberate ... In ... 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 session? Only the men are in crisp white shirts ... 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 20 years. Bank staff were financially motivated to ... Fish ... 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 preference. A few key factors will shape the alpha-seeking ... Blending ... 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 alpha for a purely domestic bond portfolio. We believe ... Global ... 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 outperformance over the long term. This paper draws on academic ... The ... 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 innovative emerging businesses. It is the birthplace of ... The ... 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 regular basis with monies invested for long term gains. Insurance ... 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 after-tax amounts into superannuation without an ... 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 of the retirement planning process. Two key features ... For ... 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 requirements. The four things include (note: the italicised ... There ... Read more

Applied Financial Planning

Latest News


AMP cuts ongoing advice agreements ELIZABETH MCARTHUR AMP announced it will introduce annual agreements for clients who currently receive ongoing financial advice.	Bill to defer adviser education standards tabled ELIZABETH MCARTHUR The bill to defer the education and training standards for existing financial advisers was introduced in the House of Representatives today.

Why joint effort is required in advice ELIZABETH MCARTHUR Dante De Gori, chief executive of the Financial Planning Association of Australia, has explained why a united front is needed in financial advice as the bill to defer new education requirements is tabled in parliament.	Stanford Brown acquires Sydney advice firm KANIKA SOOD Stanford Brown has acquired a Sydney advice practice from Godfrey Pembroke, with chief executive Jonathan Hoyle saying there's more to come.

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Listen to the new wave

GLEN JAMES
SENIOR FINANCIAL ADVISER
IDENTITY MCINTYRE FINANCIAL GROUP

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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2020 vision	Dancing with ASIC	The impact of intense uncertainty	Time to turn your week upside down
How am I going to get through 2020? It was the question on everyone's lips at the recent Financial Planning Association of Australia Professionals ...	What kind of dance are you dancing? In 2013 Westpac conducted a marketing campaign to encourage customers of their related party, BT Funds Management ...	2019 has been a very challenging year for the financial advice sector. Any time of great change will ultimately have a deeper impact upon individuals ...	As the financial advice industry adjusts to the new operating environment, it is no surprise that the way advisers are spending their time has also shifted.
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