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Online investment dives as novice investors shy away from platforms
The continuing decline in online investment can be traced back to a few developments, but it must also sit alongside a reminder that usage peaked dramatically...
Online investment dives as novice investors shy away from platforms
The continuing decline in online investment can be traced back to a few developments, but it must also sit alongside a reminder that usage peaked dramatically...
Australian Ethical zeroes in on energy transition with new infrastructure debt fund
Australian Ethical's partner in the new fund, Infradebt, is an ubiquitous presence in Australia's energy transition movement, having funded 40 renewable...
Policymakers urged to simplify ‘unnecessarily complex’ SMSF system
Transfer Balance Caps, Super Balance Thresholds and the rules overseeing the notice of intent to claim a tax deduction are all overly complex and could do with...
Economic and political policy key to mitigating future financial risk: Allspring
Biodiversity is under rising threat around the world, with potentially disastrous economic and social consequences. Investing in programs that manage and...
Savvy market moves pitch Complii as 'new asset class' in financial services for 2024
The moves made by Complii across 2023 should position the firm well for a rebound in advice industry numbers, which is entirely foreseeable given the proposals...
Expect volatility bumps in the 'last mile' of disinflation road
It’s a narrow path to a 'Goldilocks' economic outcome with steep drops on either side. Any easing of inflation is likely to come with real market disruption,...
Explaining advice not enough, consumers need to be convinced: CFS
While financial advisers remain at the heart of the issue, the role of convincing consumers about the value of advice is shared with government and the...
Retirement confidence has nothing to do with markets, but cost of living does
Markets may have outperformed in 2023 after a dour 2022, but it wasn't enough to lift confidence in retirement as cost of living pressures continued to cloud...
Australian Ethical to 'push more' across asset classes in search of greater market power
The CIO of the $10 billion Australian Ethical wants to triple its funds under management by 2030. Getting on that growth trajectory could mean offshore...
Value investing's true believers reap the greatest benefits: Pzena
Investors may find themselves gravitating towards 'value-light' or indexed versions of a genuine value investment strategy, Pzena says, but both are likely to...
Zero-rate anomaly won't be repeated: Marks
Interest rates aren’t going back to what the current generation of investors consider ‘normal’ anytime soon, according to Oaktree’s Howard Marks, and...
Innovation should be the engine of equity portfolios, especially in 'powerhouse' Australia
As central banks signal that global economies may have reached a tipping point and the inflation cycle may soon retreat, investment teams need to refocus on...
Integration and ‘platform approach’ will guide compliance into new age: MIntegrity
While technology’s role in compliance is becoming more prominent, advisers and brokers are still looking for clarity on what vehicles will carry that...
Innovation in practice: Thematic investing and managed accounts
To provide a value proposition that stands apart, wealth management practices must be adaptive and consider the range of investment products available. Two...
Investment bonds 'ideal vehicle' to protect will wishes: Foresters
Transferring wealth between estates can be problematic, but investment bonds can add surety by dint of their position outside of a deceased estate according to...