Investment  CHRIS RANDS | FRIDAY, 21 JUN 2019 Over the past five years, financial market participants have held more of a negative view of fixed rate bonds given that interest rates were expected to consistently move higher. While rising interest rates are obviously a risk for fixed rate investments ... Read more  GOPI KARUNAKARAN | FRIDAY, 12 JUL 2019 In fixed income investing, there are two conventional sources of return that investors are familiar with - collecting interest payments from bonds (i.e. income) and correctly predicting the direction of rates, which delivers capital gains or losses ... Read more  CHRIS BEDINGFIELD | FRIDAY, 9 AUG 2019 Modern Monetary Theory (MMT) has been gaining attention in recent months - some positive and some not so positive. Read more GOPI KARUNAKARAN | FRIDAY, 23 AUG 2019 The interest rate duration inherent in conventional bond investments is the central diversification play used by most balanced portfolio construction frameworks. Read more  STEPHEN WOOD | FRIDAY, 30 AUG 2019 An initial public offering (IPO) typically presents a snapshot of a business as it prepares to list. There is usually a 'proforma' profit and loss and balance sheet, which means that the accounts are not what actually existed just prior to I ... Read more  ROBERT STEWART | THURSDAY, 5 SEP 2019 A market neutral strategy should provide meaningful diversifying benefits for investors given the expected low correlation to the underlying equities market. Read more Insurance  GREG MARTIN | FRIDAY, 28 JUN 2019 The psychology behind good and bad advice Read more  JAMES MCFARLAND | FRIDAY, 19 JUL 2019 In over 30 years of business Stanford Brown has gained extensive experience partnering with small to medium sized business owners. Read more Taxation & Estate Planning  GRAEME COLLEY | FRIDAY, 5 JUL 2019 If you are a small business owner, the capital gains tax (CGT) small business concessions allow you to increase your retirement savings significantly. Fortunately, the maximum thresholds for the concessions have not been reduced from 1 July 2017, unlike ... Read more Retirement  ASSYAT DAVID | THURSDAY, 25 JUL 2019 Retirement planning for baby boomers has provided the foundation for significant growth in the financial services industry. It has underpinned service models, product solutions and growth outcomes. Read more  STUART SHEARY | FRIDAY, 2 AUG 2019 What strategies can be used to obtain and retain the Commonwealth Seniors Health Card (CSHC)? Read more Ethics & Governance  ELIZABETH MCARTHUR | TUESDAY, 15 OCT 2019 It's been a slow burn but environmental, social and governance concerns have finally become mainstream among institutional and retail investors. Read more |
Latest News
Esencia merges with HNW advice practice
|A Sydney-based practice advising high-net-worth individuals is merging with Esencia Wealth, adding some 250 clients and two senior advisers to the firm.
SIAA calls for fresh talent amid advice demand
Stockbroking and investment advice firms need to broaden their approach to attracting and retaining talent as the profession prepares for a major shift in clients and wealth, according to a new report from the Stockbrokers and Investment Advisers Association (SIAA).
FEATURE | Digital advice | Interlocking the pieces
Digital advice has become a core offering for wealth managers, yet it confuses many and implementation and use remain fragmented. Before it can achieve aspirations of scale, experts are urging for a better, unified understanding of the offering.
Aperio joins Akumin
Melbourne-based advisory firm Aperio Financial Services has switched licensees and joined Akumin as demand grows among advice practices for support to scale operations and improve efficiency.
Further Reading
Cover Story
Advice with soul
SACHA BURCHGART
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
Though she initially tried, Sacha Burchgart couldn't escape the call of a career in financial advice; it just took staring down her own mortality to see what's possible when you do things differently. Jamie Williamson writes.
Expert Feed
Stonepoint is another lesson in fund governance and investor protection
The demise of the Stonepoint Capital Fund may have gone under the radar for many, but proves an important point for independent governance when examined.
The importance of purpose-driven team meetings
A purpose-driven meeting can provide "clarity, accountability and engagement" within a financial planning practice.
Not all private credit risk is created equal
Advisers and investors need to look beyond headline yields and assess the structure, security and manager capability behind each strategy.
A never ending story of levies
The extensive processing period for Shield and First Guardian complaints means financial advisers will likely not be able to see an end to a series of ...
