 MARK ARNOLD | MONDAY, 5 DEC 2011 Short-termism is a pandemic that continues to flourish unchecked within financial markets, resulting in significant long-term economic costs to investors. This research paper, co-authored by Jason Orthman, portfolio manager/analyst for Hyperion, examines ... Read more RICK DI MASCIO | MONDAY, 5 DEC 2011 This Inalytics paper quantifies how misleading track records are as an indicator of skill. We provide evidence that even fund managers with no skill in stock picking have still been able to have positive track records against the standard Australian ... Read more JOHN MCBAIN | MONDAY, 1 AUG 2011 In this paper, Back in (the) black - Unlisted property as part of a properly diversified portfolio: what advisers should be telling their clients, John McBain from Centuria Capital and Jason Huljich from Centuria Property Funds discuss the investment ... Read more WOLF SCHUMACHER | MONDAY, 1 AUG 2011 This article provides an introduction into the fast developing world of cloud computing for accounting and advice firms, and particularly for those, that administer self-managed super funds (SMSFs). Read more BOB VAN MUNSTER | FRIDAY, 11 MAR 2011 Van Munster, head of Australian equities at Tyndall Investments, looks at the affect that investor emotions take on their own behaviour and, in turn, the behaviour of markets. Read more SIMON HUTCHINSON | FRIDAY, 11 MAR 2011 In his paper, "How to select a transition manager", Hutchinson examines the best techniques that can be applied when selecting a transition manager for your portfolio restructuring. Read more DANIEL LIPTAK | THURSDAY, 14 JAN 2010 Daniel Liptak says that high inflation is usually associated with an economic environment that is high in fiscal deficits and reeling from severe economic shocks combined with a loss in confidence in the value of money. In this paper, he explores cheap ... Read more MATT CHRISTENSEN | THURSDAY, 14 JAN 2010 In the previous issue, Part I of Matt Christensen's paper, he defined Sustainable Investment as an investment philosophy that combines investors' financial objectives with their concerns about Environmental, Social, and Governance issues. He ... Read more  JULIE MCKAY | FRIDAY, 22 MAY 2009 Julie McKay works for Leveraged Equities. Her paper provides excellent background research on why using gearing to build wealth over the medium- to long-term remains a valid strategy. "Even in today's financial environment not all debt is bad. ... Read more ROBERT DEUTSCH | FRIDAY, 22 MAY 2009 Robert Deutsch works for The Royal Bank of Scotland (RBS). He details how and why many self funded instalments were largely withdrawn from the market during 2008. One of the reasons was the spike in financial market volatility. Robert then describes ... 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 ...
