SCOTT LAWRENCE | FRIDAY, 24 JUN 2016 With our investor's best financial interests in mind, how can we best navigate through the uncertainty of financial markets? Read more TODD MCCLONE | FRIDAY, 24 JUN 2016 Despite recent signs of improvement, investor sentiment about emerging markets has been fundamentally depressed over the past year. Relative to their historical positioning, global institutional investors maintained a significant underweight to emerging ... Read more ANDREW CORMACK | FRIDAY, 24 JUN 2016 The Australian pension industry is one of the fastest growing holders of retirement assets globally. Between 2005 and 2015 pension assets grew at an annualised rate of 9.2%, outpacing the global average by 3.9%, with total system assets projected to ... Read more  CHRIS DEVES | FRIDAY, 24 JUN 2016 Real estate, given its functional and intrinsic value, is a corollary of social forces. It is the brick-and-mortar response to how we live our lives and which goods and services we demand. As an asset class, it naturally evolves as society evolves ... Read more  PAUL CHIN , FRAN KINNIRY , DON BENNYHOFF | FRIDAY, 4 MAR 2016 How do sophisticated advisers construct portfolios in Australia? Typically, they use some form of asset allocation process to determine the most suitable portfolio for their clients' particular goals. Some focus on traditional investments; others ... Read more  JOHN DYALL | FRIDAY, 4 MAR 2016 When people buy equities they are buying more than part ownership of a company. They are buying multiple sources of return: Dividends, retained earnings and changes in the valuation of the company. Understanding these returns, and how they interact ... Read more  JOACHIM FELS , ANDREW BALLS | FRIDAY, 4 MAR 2016 Navigating an environment of tepid nominal growth and near-zero or negative interest rates was never going to be easy. Still, the events that have unfolded since the Federal Reserve's first rate hike in almost 10 years last December easily surpassed ... Read more KATE MACKENZIE | FRIDAY, 4 MAR 2016 Climate change is already having wide-ranging economic effects, which are expected to become more intense. The exact nature and severity of these effects will be largely determined both by efforts to curb greenhouse gas emissions, and prepare for changing ... Read more  BRIE WILLIAMS | FRIDAY, 4 MAR 2016 Ask 10 investors what risk management means to them and you could get 10 answers that all focus on market risk, even though most have never hedged their exposure to market risk. On the other hand, few investors would mention the potential risks associated ... 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 ...
