 SABIL CHOWDHURY | FRIDAY, 28 AUG 2020 The search for yield is proving to be an endless challenge for investors during the market crisis brought on by the coronavirus (COVID-19) pandemic. Read more  JOHN FLYNN | THURSDAY, 30 JUL 2020 We view the potential for a systemic bank failure due to the coronavirus (COVID-19) economic shock as low. Today's banks are more resilient than in the past, given their robust capital positions and lower risk profile, not to mention supportive ... Read more  ANDREW LOCKHART | THURSDAY, 16 JUL 2020 Australian investors are currently facing a conundrum when it comes to their asset allocation. With low rates and persistently low growth, finding reliable sources of return is becoming an increasingly difficult task. Read more  JULIAN HOWARD | FRIDAY, 5 JUN 2020 Markets have for some time now been largely ignoring fundamentals. This remains the case even as coronavirus (COVID-19) threatens a deep depression. In our opinion, not all market sectors will benefit equally from perpetual policy response. Read more SABIL CHOWDHURY | FRIDAY, 8 MAY 2020 In finance textbooks, academics assume that investors act rationally when making investment decisions. However, in practice, investors are not fully rational. This is especially true during market crises such as the severe volatility and uncertainty ... Read more  SETH WEINGRAM | FRIDAY, 1 MAY 2020 A major challenge facing advisers in responding to coronavirus (COVID-19) news-flow is a lack of systematic research to guide decision- making after surprise geopolitical events, such as epidemics. Read more  LOUIS CROUS | FRIDAY, 6 MAR 2020 Most investors appreciate the role of fixed income in a diversified portfolio> That is, steady income streams, lower volatility, and protection against falls in equity values during periods of market stress. However, by the end of January 2020, the ... Read more  BETASHARES | THURSDAY, 6 FEB 2020 This paper examines the key differences between traditional, actively managed funds (managed funds) and exchange-traded funds (ETFs), and highlights how these differences can affect investors. 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.
