 CHRIS RANDS | FRIDAY, 21 JUN 2019 Over the past five years, financial market participants have held more of a negative view of fixed rate bonds given that interest rates were expected to consistently move higher. While rising interest rates are obviously a risk for fixed rate investments ... Read more  TOM NELSON , PHILIP SAUNDERS | FRIDAY, 17 MAY 2019 The fast view Read more  MARK ARNOLD , JASON ORTHMAN | FRIDAY, 10 MAY 2019 The secret to making money in a capitalist system Read more  ANDREW MACKEN , CHRIS DEMASI | THURSDAY, 18 APR 2019 In the hit TV series, The Marvelous Mrs. Maisel, Miriam "Midge" Maisel - married, mother of two from the upper west side of New York City - discovers a hidden talent for stand-up comedy. Her natural, unexpected wit creates twists and turns ... Read more  ILAN ISRAELSTAM , DON HOANG | FRIDAY, 29 MAR 2019 The above quote is now referred to as Amara's 'law' and was coined sometime in the 1960s by Roy Amara, Stanford University computer scientist and long-time head of the Institute for the Future. In current times of technology disruption and ultra-fast ... Read more  DAMIEN WOOD | FRIDAY, 15 FEB 2019 It is not often you will get this writer singing the praises of our bank regulator. But the recent discussion paper released by APRA on how to increase capital to meet global standards for our major Australian banks, in our view, is not only spot on ... Read more  RANDAL JENNEKE | FRIDAY, 8 FEB 2019 For the better part of the last two years, we have been positive about the broader economic outlook, confident that improving global growth and strong corporate earnings would drive markets higher. At the same time, reasonable valuation levels only ... Read more  ROGER MONTGOMERY | FRIDAY, 25 JAN 2019 In the wake of the global financial crisis (GFC), index ETFs were meant to offer risk-averse investors a safe and easy way to gain diversification. But nine years into the global market's bull run, they appear to be pushing US tech stocks into unrealistic ... Read more  ROBERT ALMEIDA JR | FRIDAY, 18 JAN 2019 For centuries the investment industry has been plagued by storytelling and chart chasing. In the 1600s, it was tulip bulbs in the Netherlands. In the early 1700s, it was securities issued by the South Sea Company. In the 1800s, it was land certificates ... Read more  LIAM DONOHUE | FRIDAY, 14 DEC 2018 The listed Australian small companies' market is known for its significant capital growth, wealth creation and most importantly the fostering of innovative emerging businesses. It is the birthplace of many of Australia's largest companies including ... 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.
