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Release reins of general advice to reset market: Vanguard

The closing of submissions for the Quality of Advice review saw a flurry of detailed proposals released in recent weeks. While the key points remained the same across most of the associations, that being clarity on consent and disclosure, removing the safe-harbour provisions and greater tax deductibility, proposals from the other side of the fence…

Drew Meredith | 4th Jul 2022 | More
Don’t believe the inflation hype

From the outset, it is important to highlight that I do not disagree that interest rates should be higher than the current ‘emergency’ settings by the Reserve Bank of Australia. Rather, in my view, much of the data suggests that interest rate hikes will do little to solve the inflation challenge facing not just Australia…

Drew Meredith | 2nd May 2022 | More
  • Switch to regtech – ASIC to finfluencers

    ASIC says Regtech could be a great solution after it effectively banned finfluencers from giving unlicensed financial advice with hefty prison time and financial penalties. The corporate regulator has cracked-down on finfluencers spruiking online financial rubbish through social media and stepped up its warnings. ASIC says “unlicensed finfluencers could face five years’ jail time or…

    Ishan Dan | 14th Apr 2022 | More
    Tapping into the power of female clients

    As an adviser, you want your clients to be educated on the importance of financial advice.  Research has shown that a one-size-fits-all approach to communication isn’t the most effective tactic and while it’s near impossible to customise messages person to person, it turns out that it’s quite easy to customise them by one big factor…

    Jacquelyn Mann | 7th Apr 2022 | More
  • Financial advice lessons from Billions

    While watching one of the most popular TV series in recent years, Billions, which follows the story of hedge fund billionaires, you wouldn’t necessarily expect to gain business ideas or insights. Perhaps investment ideas given that the characters in the series are known for pushing the limits to generate the maximum return possible, but definitely…

    Drew Meredith | 31st Mar 2022 | More
    Do investors face a crowding of green risk?

    Following-on from the COP26 meeting last November, there has been a tectonic shift towards “green” asset investments to ensure that the (voluntary) national goals of the Paris Agreement are met, and there is a rapid reduction of carbon-dioxide emissions to ‘net zero’ levels. The Australian Financial Review said that as of September 30, “sustainable funds…

    Ishan Dan | 28th Mar 2022 | More
    PIMCO TRENDS Managed future: Seeking diversification and returns

    Managed futures strategies have produced positive returns during sustained equity market downturns, but not all funds are designed with the agility to generate “crisis alpha” during periods of sudden volatility. Matt Dorsten, co-portfolio manager of the PIMCO TRENDS Managed Futures Strategy Fund, and Christopher Santore, product strategist, talk with Mike Connor, product strategist, about how…

    The Inside Adviser | 25th Mar 2022 | More
    The Crypto-Powered Future: Apollo Capital

    The Crypto-Powered Future is Already Here  Investing is essentially an attempt to predict the future by allocating capital to the most promising companies, technologies, or economic models, adjusted for risk tolerance. In December 2003, William Gibson, one of the most influential Cyberpunk authors, wrote ‘The future is already here – it’s just not evenly distributed.”…

    The Inside Adviser | 25th Mar 2022 | More
    Private Equity and the Allocation Gap: Barwon Investment Partners

    Private equity (PE) investments are simply investments in private companies. There is a broad spectrum of private equity investment structures but typically it involves the PE manager (also known as a General Partner (GP) or sponsor) acquiring a controlling stake in a business. The asset class has grown tremendously over the past 10 years as…

    The Inside Adviser | 25th Mar 2022 | More
  • Pathways to bitcoin exposure in 2021: Monochrome

    The growing popularity and adoption of Bitcoin within daily financial infrastructure has sparked the curiosity of many individuals regarding the allocation of Bitcoin within their portfolios and self-managed super funds (SMSF).1 A survey by New York Digital Investment Group (NYDIG) revealed that “62% of clients would switch financial advisors to one that offers advice about…

    The Inside Adviser | 25th Mar 2022 | More
    Finfluencers warned on the blurred line of financial advice

    The financial services industry has not been immune from the socialisation and digitisation trend, with finfluencers now among the most powerful voices in the sector. The idea of a finfluencer is simple, springing from the “Instagram influencer” title that many younger people have sought to achieve, but simply with a financial twist. Spurred by the…

    Staff Writer | 24th Mar 2022 | More
    Six common misconceptions about inflation

    Inflation has been garnering headlines throughout the world in 2022. Economists, journalists, and investors across the entire asset-class spectrum are all seeking to understand the implications of an inflation rate that has reached multi-decade highs. Yet despite all the headlines, the concept, trends and issues remain poorly understood, that is, according to a recent white…

    Drew Meredith | 24th Mar 2022 | More
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