DYLAN GREENWAY | SATURDAY, 10 JAN 2009 Dylan Greenway provides a brief introduction to agricultural schemes which have recently had such bad press. Greenway argues that agricultural schemes which typically last from 6 to 25 years have low or negative correlation to traditional investments. ... Read more DAVID SKILTON | TUESDAY, 1 JAN 2008 The increase in popularity of contracts for difference (CFDs) has been one of the hottest topics in personal finance over the past few years. From a standing start just six years ago, CFDs have grown to be the most popular retail derivative product ... Read more TRACY BYRNE | TUESDAY, 1 JAN 2008 Managed accounts are not new - they are an evolution in money management in Australia - retail unit trusts, master trust, wrap and now managed accounts. They have been used in the US for many years and were adopted early on by brokers who had a discretionary ... Read more CHARLES JACKLIN | MONDAY, 1 JAN 2007 Conventional wisdom suggests that attempting to add value through the active management of currencies is doomed to failure due to the efficiency of the currency market. However, this assumption is not entirely correct because the currency market is ... Read more RICK DI MASCIO | MONDAY, 1 JAN 2007 The 20th century British economist John Maynard Keynes has said "Markets can be wrong for longer than you can be solvent." This sentiment resonates very well with investors who have faced the highs and lows of stock markets across the world. ... Read more STEWART BRENTNALL | MONDAY, 1 JAN 2007 After more than three years of exceptional returns from Australian equities, financial advisers and the research houses and fund managers that serve them are asking - 'is it time to switch more capital back to international equities?' Anecdotal ... Read more ROBERT JAEGER | MONDAY, 1 JAN 2007 Everybody's talking about hedge funds, but a lot of what they're saying doesn't make much sense. Some of the nonsense emanates from within the hedge fund community, where marketing people sometimes make exaggerated claims about the strategies ... Read more RICK DI MASCIO | MONDAY, 1 JAN 2007 The days of investors and planners relying on fund managers' track records to judge their performance are over. Inalytics introduces a new approach to measuring their investment skills. Skill is at the heart of all active investment processes, yet ... Read more DOMINIC MCCORMICK | MONDAY, 1 JAN 2007 This paper addresses some of the key issues and benefits of altern at give investments from SELECT's perspective. We hope that it will assist advisers and investors in better understanding alternative investments and, importantly, how to incorporate ... Read more |
Latest News
Advisers expect growth despite uphill challenges
Despite the current headwinds involving market uncertainties, rapid digitisation and the ageing population, financial advisers remain optimistic about what they can achieve over the next few years, a new report finds. However, the growth will not be captured easily.
Diversa drags Praemium into First Guardian lawsuit
Praemium and its subsidiaries are now caught up in the ASIC-led First Guardian legal saga, having been thrown in the mix by Diversa Trustees.
Poor succession plans expose advice firms to crisis events: Report
Most financial advice practices are ill-prepared to manage the sudden death or permanent disablement of a principal, according to new research, underscoring widespread gaps in succession and contingency planning.
Capstone joins forces with PictureWealth to form $22bn FUA planning network
PictureWealth Group has inked a landmark deal with national advice licensee Capstone Financial Planning, forming a combined business with 360 financial advisers and $22 billion in funds under advice.
Further Reading
Cover Story
Advice with soul
SACHA BURCHGART
FOUNDER AND FINANCIAL PLANNING SPECIALIST
BURCHEART
FOUNDER AND FINANCIAL PLANNING SPECIALIST
BURCHEART
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
The global advice gap: why expat clients are harder to serve than they appear
Many Australians are building wealth abroad before ultimately returning home for retirement.
Genetic testing reform is here. What advisers need to do next
The reform not only eliminates the impact from genetic tests but also the underlying health risks for those that chose to "stay in the dark".
Helping clients stay the course in volatile markets
Fidelity International's recent research shows many investors are maintaining a "long-term" perspective despite recent market turmoil.
How to distinguish strong regional markets from regional growth stories
Regional markets should not be treated as a single investment category when only a select few have the economic depth to deliver consistent performance.
