CHRISTOPHER BURTON , ANDREW KARSH | SATURDAY, 10 JAN 2009 According to Christopher Burton and Andrew Karsh commodities offer significant diversification opportunities which may reduce overall portfolio risk and improve returns. Commodities pay no interest and offer investors no share of any future profits ... Read more MATT CHRISTENSEN | SATURDAY, 10 JAN 2009 Matt Christensen is Executive Director of Eurosif which is the premier European think tank and industry association for sustainable investment. Eurosif defines Sustainable Investment as an investment philosophy that combines investors' financial objectives ... Read more 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 |
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 ...
