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
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.
