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Concentration risk and the scourge of lazy portfolios

Lazy portfolios can be overconcentrated, overdiversified, full of yesterday’s winners, devoid of structured asset allocation, full of misallocated positions or agnostic to markets and client expectations. All of this is happening more than it should.

Drew Meredith | 23rd May 2024 | More
First Sentier withdrawal just the tip of the iceberg for struggling fundies

First Sentier’s decision to close a number of strategies and pivot towards private markets handily illustrates the pressures facing the Australian funds management scene – and the new period of competition into which it is now entering.

Lachlan Maddock | 2nd May 2024 | More
  • Advice fees still hinge on FUM, but the future may well be flexibility

    Clients have a right to know how advisers justify a fee of $15,000 per year when the investment income on a $1.5 million portfolio is only $75,000, says Drew Meredith. Maybe they should also have a hand in deciding how the fee is calculated.

    Drew Meredith | 4th Mar 2024 | More
    Iress’ big loss on OneVue deal caps five years of platform bloodletting

    It’s a spectacular transaction, one that marks not only the likely nadir of Iress but what should be the end of five very frothy years of M&A activity in the investment platform space.

    Tahn Sharpe | 26th Feb 2024 | More
  • Super funds failing to understand the needs of vast middle market: Report

    The financial needs of a staggering 64 per cent of retirees sit beyond the comprehension of super funds, a new report states, because there is too much complexity involved when retirement income isn’t enough to satisfy lifestyle ambitions.

    Staff Writer | 12th Feb 2024 | More
    Grumbles over Evidentia deal highlight growing pains in the rise of asset consultant cohort

    An evolutionary leap in the retail investment product landscape is taking place, with asset consultants displacing financial advisers across rich corners of the value chain. Scarcity Partners’ big bet on Evidentia, and how it’s being received, brings into focus just how seismic the shift really is.

    Tahn Sharpe | 8th Feb 2024 | More
    Jones’ advice dilemma: How to foster Holden advice provision in a Rolls Royce industry

    The concept of a ‘qualified adviser’ with less qualifications provoked an industry backlash. While the government has signalled it is open to discussion, the problem remains – how to open up advice to more consumers at a viable cost?

    Nicholas Way | 22nd Jan 2024 | More
    Advisers beware: Social issues the new ESG frontier

    Financial stewards need to cast a broader eye over the stance companies take on social issues like The Voice and the Israel/Palestine conflict. Community attitudes can vary widely, and public opprobrium can swing share prices dramatically.

    Nicholas Way | 11th Jan 2024 | More
    Keep the regulatory change transition simple to avoid adviser fatigue

    Regulatory change for advisers has, regrettably, become more of a constant than the exception. But with the minister’s QAR reforms laid before us, a concentrated period of change looms.

    Amanda Mark | 11th Jan 2024 | More
  • Financial advice and the power of language

    Most advisers know the value of changing their language when switching from industry speak to client discourse, but many still fall into the trap of distancing themselves from clients by using jargon and buzzwords.

    Drew Meredith | 27th Nov 2023 | More
    The advice business that thrives will align towards its true niche

    To make advice work, advisers need to home in on the centre of their business proposition, sometimes at the expense of their better intentions.

    Drew Meredith | 23rd Nov 2023 | More
    Advice reform stalls as Jones dithers on SOA, safe harbour changes

    Even with a lightened agenda, the government failed to finish its homework and instead delivered only a portion of the first tranche of advice reforms. It’s a poor return, and at this rate the advice review could be a ten-year project.

    Tahn Sharpe | 16th Nov 2023 | More
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