financial adviser

The shift towards non-aligned platform advice forced structural change within wealth management in a way never seen before. Findings from the Banking Royal Commission helped drive the push towards independent platforms and product providers with a renewed client focus. New technology-based platforms have given financial advisers the ability to hold, transact and administer on a much…

“Am I worried about asset prices rising too quickly? At the moment, I don’t see anything that’s unsustainable”. “I recognise that low interest rates are one of the factors contributing to higher housing prices and that high and rising housing prices raise concerns for many people.” “There are various tools, other than higher interest rates,…

Despite hope that the vaccines would see a return to normal life in 2021, it appears we will live through at least another 12 months of uncertainty. Few people, outside of the obvious, have felt the emotional and operational brunt of the pandemic more than financial advisers. Most advisers I speak to were inundated with…

As is almost always the case, money talks. When a star portfolio manager suddenly resigns after recording spectacular gains, there is a good chance they have been poached within the funds management industry by a competitor waving more money. Sometimes entire teams leave altogether, or a high-profile portfolio manager may walk out, for one reason…

There are a plethora of reasons for advisers to dismiss Bitcoin and other crypto assets as a worthy holding in clients’ investment portfolios. For one, they’re for the most part unregulated. To say they’re volatile is an understatement. Let’s not forget the serious fraud and theft concerns that accompany it. But crypto is here to…

Entering 2021, financial advisers and investors are facing many challenges when it comes to managing their portfolios. On the one hand, low interest rates and quantitative easing policies have all but removed the diversification and income benefits of traditional fixed-income investments. On the other hand, the same policies have sent equity markets back to pre-pandemic…

Evergreen Consultants, founded by experienced consultant Angela Ashton, this week launched an industry leading stress testing program for financial advisers. It is said to be the first of its kind made available in the ‘retail market’ and is available to Evergreen clients via their proprietary GreenVUE reporting platform. The launch comes after the most volatile…

ASX overcomes early falls, silver next in line for day traders, Worley (ASX:WOR) downgrade The ASX200 fell over 1% at the open following a weak overseas lead but managed to finish 0.8% higher for the day, bringing back memories of the 2020 daily swings. Most sectors finished higher, with healthcare the standout after CSL Ltd (ASX:CSL) benefitted from a…

Troy joined the Koda Capital team in late 2019 as an Adviser and Partner, but brought with him extensive experience across self-managed superfunds, trusts and companies, which allowed him to quickly cement his position within the independent wealth management firm based in Melbourne. While he does have an impressive history of positions among some of…

Investment and superannuation service provider Mainstream Group (ASX: MAI) reported a 20 per cent yearly rise in funds under administration this week. The company, which has broadened its services from traditional administration including application forms and tax reporting, to complementary businesses lines like custody and superannuation, is riding a tailwind of structural growth. Founded in…