Despite the high levels of demand, there are still very few providers that cater specifically to expats. It’s a problem Edward Cole identified early on, and sought to rectify in three main markets.
The investment vehicles of wealthy families are internalising asset management and professionalising their investment teams at a rapid rate, according to Citi Private.
The government may have proposed it as a “modest” change to the super system, but the effects will be far reaching. For advisers dealing with this latest regulatory intervention, a handful of key questions need answering.
It was a long and circuitous route to financial planning for the busy mother, but after seeing the harm financial distress could cause, Amie Baker was determined to help people stand on their own two feet.
It doesn’t matter whether funds mislead investors with intent or not, and it doesn’t matter if other parties were partly to blame. The authorities have had enough of the excuses, and they’re lobbing record fines at transgressors.
AMP will reduce the headcount across its superannuation and North platform businesses and press ahead with changes to its redundancy policies even as the Finance Sector Union warns that “staff deserve better”.
Real estate income will face challenges in the new value cycle, Invesco says, but investors will have the chance to build growth if they lean into secular drivers and key differentiators.
Even established asset managers are under threat from the violent shift towards low-cost investment vehicles, while allocator preference for platform businesses means they must also bulk up in the private markets.
Markets are expensive, driven by powerful forces which want to turn a 40-year bull market into the first ever 50-year one. That trend is not one to embrace, and standing in its way could put investors in dire straits, writes Jonathan Ruffer.
The entrenched position of the banks and miners in the ASX 200 doesn’t necessarily correlate to inherent growth potential, especially with the issues both sectors face into. For investors, it may be worth considering an alternative path broad market exposure.
Dion Hershan from Yarra Capital Management shares insights with James Dunn from The Inside Network on how to think about Aussie bluechips.
Tom Patrick from Barwon Investment Partners speaks to Laurence Parker-Brown from The Inside Network on what makes 2024 and beyond particularly good for healthcare property investing.
Carl Jones from WNT Ventures speaks to Laurence Parker-Brown from The Inside Network for our IN60 series.
Tom Patrick from Barwon Investment Partners speaks to Laurence Parker-Brown from The Inside Network on what to look for in an asset to make it worth going into the portfolio.
A slowing economy has prompted S&P/ASX 200 companies to keep a lion’s share of their earnings by tightening shareholder distributions, with fund manager Martin Currie identifying the resources sector as a real cause for concern regarding future income.
Funeral bonds offer a host of potential benefits, including preferential tax treatment and capped exemption from the Centrelink assets test. But not all funeral bonds are created the same.
For advisers that have already started relying on website disclosure, the unclear legislation “may or may not” be an issue, the Cowell Clarke lawyer explained. Whatever approach advisers are currently taking, they should all be paying attention when the regulator releases its guide next month.
Managed accounts may be just “one lever of many” that advisers can use to increase scalability in their practice, but the advantages they offer to both clients and advisers make them a crucial consideration.
