It was assumed by industry that a glaring gaffe in the government’s draft legislation, which forces super funds to assess every piece of advice before deducting advice fees, would be amended in the final bill.
With so much capital changing hands through estate transfers in the next few years, the potential for confusion and contention is high. A new whitepaper from Foresters Financial serves as a reminder that there are other alternatives to traditional estate planning.
Super funds are an accumulation wonder of the world, but when it comes to retirement they’re in the same leaky boat as every other defined contribution system. BlackRock wants to bail it out.
It was a long and winding road that took Mark Folpp from accounting to broking, funds management and ultimately financial advice. He still gets to channel his “inner fund manager”, but the context is a whole lot different this time.
For investors thinking holistically about future wealth, adding B Corp accreditation to the provision of investment and education bonds makes a compelling offer.
After witnessing the evolution of the US advice market, David Leon knew his Australian clients would want product and advice to be separate. It’s why the Adelaide adviser was so surprised the Hayne Royal Commission took so long to come about.
Of all the sectors poised to take over this century, venture capitalists are most enamored with green technology and the infrastructure that supports artificial intelligence.
Listed infrastructure companies own and manage key assets across utilities, transportation, communication, and social sectors. Despite the allure of steady returns, consistent income generation and capital growth potential, these investments also carry their share of risks and complexities.
The nation’s rental crisis is deepening, with available dwellings across major cities at just one per cent and the asking price for rents reaching eye-watering levels. According to SQM, seasonal factors are also coming into play.
Liquid alts will only become more in demand if the positive relationship between bonds and equities remains sticky, Harrex explained. Investors will need another diversifier, and the liquidity will only make them more attractive.
Brendan Lyon from Perennial Private speaks to James Dunn at The Inside Network’s Alternatives Symposium in Melbourne on the twin pillars of private markets.
Razvan Remsing from Aspect Capital speaks to Giselle Roux at The Inside Network’s Alternatives Symposium in Melbourne.
Pete Robinson from Challenger speaks to Giselle Roux at The Inside Network’s Alternatives Symposium in Melbourne.
Nicholas Walrod from American Century Investments speaks to Giselle Roux at The Inside Network’s Alternatives Symposium in Melbourne.
The meteoric rise of industry funds has earned them a rightful place at the top of the superannuation food chain. But their standing is not a given, and the failures are starting to mount.
Retirement’s approach requires a profound change in how investors approach markets and construct portfolios, including arranging their income needs around three distinct periods of retired life, the financial advice firm’s founders said.
The good news? Millions of unadvised Australians see the value in financial advice. The bad news is that the vast majority remain reluctant to attach market rates to that value, even if the advice is digital. But all that has the potential to change.
Making up the adviser shortfall is going to be a challenge, with the big professional services firms just as desperate for top-level talent as advice groups. To get young people interested, Striver founder Alisdair Barr says, we need to make the industry interesting.