 CAMPBELL HARVEY | FRIDAY, 3 DEC 2021 Global sustainable funds, as identified by Morningstar, rose to a record US$ 2.2 trillion in the second quarter of 2021, up from US $1.7 trillion a year earlier, or growth of 35% in a year. Read more  PAUL BENSON , MANUEL HAYES | WEDNESDAY, 28 JUL 2021 The fallout from the Global Financial Crisis set off a sea change in fixed income markets. The rise in electronic trading, a growing roster of liquidity providers, and efficient market completion tools are but a few of the changes that have positively ... Read more  KANIKA SOOD | THURSDAY, 27 MAY 2021 If a security were to rise from 97 cents to $70,000 in 10 years, it would be hard for a financial adviser to not get calls from clients asking about it. Read more  MONIK KOTECHA | WEDNESDAY, 10 MAR 2021 Megatrends and disruption are not mutually exclusive, but inexorably entwined. Disruption is now playing a stimulant role to what has been going on for many years in pervasive global megatrends. Read more  ANDREW WILSON | FRIDAY, 5 FEB 2021 People often ask why interest rates are so low, what is a negative interest rate and when will rates rise again. This paper explains the economics behind low interest rates, considers what Australia's central bank, the Reserve Bank of Australia (RBA) ... Read more  PETER HARPER | FRIDAY, 11 DEC 2020 Core exposures form the foundation of an investor's portfolio. Key attributes of these exposures are longevity, value and the ability to meet asset allocation objectives. Exchange-traded funds (ETFs) are compelling investment vehicles for core exposures ... Read more  ANGUS GLUSKIE | FRIDAY, 6 NOV 2020 Closed-ended investment entities such as listed investment companies (LICs) or listed investment trusts (LITs) have a fixed capital. When investors seek to reduce their investment in a LIC or LIT, they sell their shares/units on an exchange like the ... Read more  JUSTIN TYLER | THURSDAY, 22 OCT 2020 Benchmarks are commonly used to measure performance. However, this paper explains why this approach may be problematic in fixed income investing and how to track performance and find returns when investing in bonds. 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.
