Retirement CRAIG RACINE | FRIDAY, 14 OCT 2016 As the post-war baby boomers continue their march towards retirement more than four million Australians have reached the 50 to 65 age group. Interest rates are at historical lows and, given a highly indebted world, likely to remain low for an extended ... Read more Applied Financial Planning KERRIE SYDEE | FRIDAY, 14 OCT 2016 FS Advice spoke with Fiducian Financial Services head of financial planning, Robby Southall, who believes good financial advice is the result of honest relationships and clear outcomes, with returns simply an outcome of that process. Read more SANTI BURRIDGE | FRIDAY, 14 OCT 2016 Much of the discourse surrounding managed accounts in Australia tends to be dominated by assessment of the comparative benefits and features of separately managed accounts (SMAs) and individually managed accounts (IMAs) as investment structures. Read more  IAN MARTIN | FRIDAY, 14 OCT 2016 There has been a great deal of media discussion about what happens to bonds when the Federal Reserve raises interest rates again. The broad consensus is that they'll raise, so the questions become: by how much, how often, when, and what is the RBA's ... Read more Investment ADRIAN HARRINGTON | FRIDAY, 14 OCT 2016 In the current low interest rate environment, the hunt for yield is a powerful force. Non-residential real estate via listed real estate investment trusts (A-REITs) and unlisted real estate funds (syndicates) have both benefitted from strong investment ... Read more AMANDA YOUNG | FRIDAY, 14 OCT 2016 Impact investing - once a niche corner of the market - has entered the mainstream. This has been driven by increasing awareness among investors of the important role they can play in order to help address the world's many environmental and social ... Read more KATHRYN MCDONALD | FRIDAY, 14 OCT 2016 Much of the work that has been done to date on the subject of pricing carbon involves predicting future regulations or the assessments of economic externalities. Very little work has been done to explore the impact of carbon footprint on share price ... Read more  DAVID BASSANESE | FRIDAY, 14 OCT 2016 Although Australia is a major agricultural exporter, the typical Australian investor's portfolio tends to have relatively low exposure to agriculture or "soft commodities". Read more  JAMIE WILLIAMSON | FRIDAY, 14 OCT 2016 Despite having what many have described as a slow start, the ASX's mFund platform has gained considerable traction amongst investment managers since its 2014 inception, particularly in the last 12 months. But what's driving the growth? Read more Insurance  RAHUL SINGH | FRIDAY, 14 OCT 2016 Prior to 1 July 2014, when considering total and permanent disablement (TPD) insurance, advisers typically considered the advantages and disadvantages of owning the cover inside or outside superannuation when deciding the ownership structure. Read more |
Latest News
4D Infrastructure moves to Perennial
|4D Infrastructure will not be joining the other Bennelong Funds Management affiliates that have been sold off to Antipodes Partners and will instead move to Perennial Partners.
MDS drags Treasury to assess FSC levy proposal
|My Dealer Services (MDS) has called on Treasury to assess the Financial Services Council's (FSC) latest proposal to lift levies paid by licensees to ASIC, which it describes as an "attack" on small licensees.
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).
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 ...
