For those who need to be in the know. Covering everything from changes in the financial advice and superannuation industry, to understanding how the global leaders are innovating to navigate the constantly evolving conditions. Expect profiles on leading advisers, pension funds and managers alongside unique opportunities.
By now every adviser, licensee and paraplanner would be well aware of the impending changes to annual opt-in, consents and ‘lack of independence’ disclosures. Combine these with the impending product design and distribution obligations (DDOs) and varying fee consent requirements
The end of the financial year is closing in fast after what has been a tumultuous period for many in Australia. Despite a reasonably uneventful year for superannuation legislation and policy changes, opportunities abound for superannuants and investors of all
The recovery from 2020’s “massive period of turbulence” hasn’t lifted all boats, and there are still plenty of bargains to be had, if you know where to look. Gareth James, Morningstar’s Sydney-based equity research strategist, expects Link Administration (ASX: LNK),
Global investment manager Parametric (part of the Morgan Stanley group of companies), which advise on over $378 billion in assets, this week highlighted key issues with the impending Your Future Your Super (YFYS) legislation. Among its views was the need
Prime Minister Scott Morrison took the opportunity at this week’s Liberal Party meeting to confirm that the minimum pension drawdown standards would be reduced for another financial year. The so-called COVID-19 measures were set to apply for the 2019-20 and
Zenith CEO David Wright has warned that advisers are turning away from alternative assets at a time when they may become more important than ever. Speaking to media on Thursday, Wright voiced concerns that advisers were abandoning alternative assets despite
AMP’s wealth management arm will launch a cost-cutting program and make sweeping redundancies across its workforce in a bid to turn the troubled business around. While “Ms Fixit” Alexis George is yet to step into her new role as AMP
Charter Hall Long WALE REIT (ASX: CLW) has announced that it has secured a $790 million investment portfolio to be owned by the REIT and Charter Hall Direct funds. The high-quality first-generation leased portfolio comprises three offices and one life
With records still being set by both equities and bond markets, investor uncertainty abounds. It would seem that these times are made for both active management and experience. Among bond markets, the possibility of higher inflation, especially in the US,
Global small-caps consistently outperform their large-cap brethren – and do it with a better risk-adjusted return – but few investors are paying attention, according to Ausbil portfolio manager Tobias Bucks. “Global small-caps outperform global mid-and large caps. Like all maths,
By now every adviser, licensee and paraplanner would be well aware of the impending changes to annual opt-in,
The end of the financial year is closing in fast after what has been a tumultuous period for
The recovery from 2020’s “massive period of turbulence” hasn’t lifted all boats, and there are still plenty of
Global investment manager Parametric (part of the Morgan Stanley group of companies), which advise on over $378 billion
Prime Minister Scott Morrison took the opportunity at this week’s Liberal Party meeting to confirm that the minimum
Zenith CEO David Wright has warned that advisers are turning away from alternative assets at a time when
AMP’s wealth management arm will launch a cost-cutting program and make sweeping redundancies across its workforce in a
Charter Hall Long WALE REIT (ASX: CLW) has announced that it has secured a $790 million investment portfolio
With records still being set by both equities and bond markets, investor uncertainty abounds. It would seem that
Global small-caps consistently outperform their large-cap brethren – and do it with a better risk-adjusted return – but
Insights for Advisers by Advisers
