 MICHAEL HASENSTAB | FRIDAY, 24 MAR 2017 The last several years have been trying for emerging markets, with 2015 marking the fifth consecutive year of decelerating growth. As the immediate recovery post-GFC was exceptionally strong, some deceleration was always on the cards. Over the last ... Read more  ANDREW BALLS , JOACHIM FELS | FRIDAY, 24 MAR 2017 With her speech entitles 'From Adding Accommodation to Scaling It Back" on 3 March 2017, US Federal Reserve Chair Janet Yellen not only cemented market expectations for the Fed's third rate hike in this cycle,subsequently implemented in ... Read more  GRAEME COLLEY | FRIDAY, 13 JAN 2017 Whether a fund is able to conduct business activity, comply with the superannuation rules and not fall foul of a range of other issues must be met with the universal technical answer, "it depends." Read more  ROGER MONTGOMERY | FRIDAY, 13 JAN 2017 East coasters who believe property cannot turn lower should really take a look at what is now being experienced in Perth, Western Australia, right now. Read more  JULIE MCKAY | FRIDAY, 13 JAN 2017 A customer meets an adviser for the first time. After a discussion, the adviser comes to understand two things about their new customer: they have big dreams but want timid investment options - what the industry calls "risk-averse". Read more 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 |
Latest News
NCAs unlikely to solve retirement advice gap: HUB24, CFS
|HUB24 and Colonial First State (CFS) say the New Class of Advisers (NCA) will unlikely solve the retirement advice gap Australians face, noting the focus needs to be on helping reduce friction for those with complex advice needs.
Advised cover faces claims data test
Group superannuation insurance appears to outperform individual advised cover on some claim's measures, raising questions about the value of advice when it comes to protecting clients against disability.
ASIC stalls Sequoia bid to ditch cross guarantee deed
ASIC is again putting up roadblocks to Sequoia Financial Group's attempt to revoke the deed of cross guarantee with InterPrac Financial Planning, asking more questions and requesting more information before the group rids itself of all liabilities arising from the Shield and First Guardian disaster.
Praemium's new leadership toughens earnings yardstick
Praemium's new leadership will be keeping a close eye on costs, with new chief executive Denis Orrock noting he will make sure the technology upgrade underway translates into stronger earnings and better returns for shareholders.
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
How technology is turning tax complexity into client clarity
What used to be a relatively simple back-of-the-envelope calculation is now much more challenging, Morningstar says.
Why Australia's financial advisers will be more valuable in 10 years, not less
Despite a rise of innovative solutions across the wealth management sector, financial advisers will prove valuable for in-person advice.
What America's $1 trillion direct indexing boom tells us about the evolution of MAs
What Australia can learn from direct indexing, a tax-efficient form of managed accounts utilised in the US.
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.
