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


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.

Videos

Brought to you by

Managed Accounts Forum | 2019 Highlights

Late cycle fixed income investing

RARE Infrastructure: Invest in infrastructure for a reliable income

Allianz Retire+: Conquering client fears

Allianz Retire+: Coaching to contentment

AIA: Meeting change with unity

The Evolution of Portfolio Construction

MORE VIDEOS ►

Get it Weekly

Read the latest news and white papers. Get the FS Advice Weekly Newsletter.

Cover Story

MORE STORIES ►

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.

READ MORE ►

Expert Feed

MORE EXPERT FEEDS ►


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 ...
READ MORE ►	READ MORE ►	READ MORE ►	READ MORE ►

Industry Events

MORE INDUSTRY EVENTS ►

OCT

Best Practice Series: Retirement Income Forum

►

NOV

27-29

FPA Congress early bird rate ends 31 Aug

►

►

Challenger Financial Standard Technical Services Forum

►

NOV

Rainmaker SelectingSuper Awards 2019

►

Your Opinion

MORE POLLS ►

Do you think advice will become less accessible to ordinary Australians in the future?

Professional Subscription for $295
(inc GST) for 1 year.

Premium Subscription for $395
(inc GST) for 1 year.

Principal Subscription for $495
(inc GST) for 1 year.

OTHER PUBLICATIONS

FS Advice

The Australian Journal of Financial Planning.

MORE INFO ►

OTHER PUBLICATIONS

FS Super

The Journal of Superannuation Management.

MORE INFO ►

OTHER PUBLICATIONS

FS Private Wealth

The Journal of Family Office Investment.

MORE INFO ►

OTHER PUBLICATIONS

FS Managed Accounts

The Journal for Managed Account Professionals.

MORE INFO ►

Get the free iPad app

Download the Financial Standard iPad app for FREE.

DOWNLOAD

► AFSL Support Services	► Research Houses

► Cash Flow Financing	► Research Services

► Contracts for Difference	► Retirement Products

► Education & Training	► Reverse Mortgages

► Industry Associations	► Stockbroking Services

► Investment Managers	► Structured Investments

► Managed Accounts	► Super Funds Personal

► Margin Lending	► Super Funds SMSF

► Online Brokers	► Super Funds Workplace

► Portfolio Services	► Technology Providers

► Recruitment Firms	► Third Party Marketing