financial adviser – Page 2 – The Inside Adviser

ASX200 jump again, BHP records broken

January 20, 2021 by The Inside Adviser

ASX200 jump again, BHP (ASX:BHP) records broken, Ansell (ASX:ANN) demand continues The ASX200 had another strong day, this time a combination of energy (1.34%) and IT (2.54%) sending the price higher. It...

ASX finishes higher, broker upgrades galore

January 19, 2021 by The Inside Adviser

ASX finishes higher, broker upgrades galore, Bingo (ASX:BIN) gets a private equity bid The ASX200 (ASX:XJO) finished 1.2% higher on Tuesday, benefitting from increasing corporate activity and a round of broker upgrades...

Adviser losses not reflective of industry progress

January 18, 2021 by The Inside Adviser

The beginning of 2020 has been dominated by headlines of mass adviser departures from the industry, with the number of registered advisers having fallen to levels of five years ago....

In discussion with Tim Townsend of Townsend Cobain

January 14, 2021 by The Inside Adviser

Tim Townsend, like many in the 1990s, fell into the world of finance, but fast forward through a 25-year career and Townsend highlights the decision to invest in himself, founding...

Bonds are dead. Long live bonds!

January 11, 2021 by The Inside Adviser

Quantitative easing, negative interest rates, and modern monetary theory (MMT) have all but forced the end of the 30-year bull market in government bonds; or have they? As we enter...

Australian investors happier, trust advisers – PIMCO

December 9, 2020 by The Inside Adviser

Global investment manager Pacific Investment Management Corporation (PIMCO) released the results of an extensive survey of Australian investors this week. The first of what will be a regular temperature check...

FASEA to be disbanded, exam still required

December 9, 2020 by Drew Meredith

2021 may be shaping up as the 'Year of the Financial Adviser'. After what has been a tumultuous and stressful few years for the industry, promises of a more streamlined...

Expected returns ‘lowest they’ve ever been’

November 25, 2020 by Drew Meredith

Leading global 'distressed debt' manager Howard Marks and his Oaktree Capital firm are well-known for their sometimes combative and private equity approach to investment. The firm has increased its work...

Is affordable advice possible post the Royal Commission?

November 25, 2020 by Ishan Dan

The Banking Royal Commission was a watershed moment for the financial advising industry, and almost two years on, has there been change? In one word, yes. Too much change. So...

What do financial advisers want from their fund managers?

November 9, 2020 by Giselle Roux

Words, words, words * Many of us spend quite a bit of time reading commentary and reports from fund managers. At times it feels like a desperate search for truth,...

The real value of financial advice is 5.2% p.a.

November 2, 2020 by Drew Meredith

Delivering value in spades It has been a difficult few years for financial advisers following the Royal Commission. The Commission uncovered some long-standing issues that were predominantly associated with the...

MDA market review: a watershed year

October 26, 2020 by Ishan Dan

Managed Accounts, or Managed Discretionary Accounts (MDAs), are a relatively new investment solution available to consumers and financial advisers following recent advances in platform technology. MDAs have evolved to a...

Super funds back to breakeven – the members?

October 26, 2020 by Drew Meredith

Superannuation research house Chant West released their latest update on the performance for the September quarter. Industry groups quickly jumped on the news highlighting the fact that "nearly eight months...

ESG: ‘Do as I do, not as I say’

October 26, 2020 by The Inside Adviser

The concept of ESG has been a key driver of fund flows, but most importantly marketing strategies, in recent years. Nearly every fund manager worth their salt has a well-written...

Plans for a simpler, cheaper advice system

October 22, 2020 by Greg Bright

The Financial Services Council (FSC) is to now prepare a policy discussion (a 'green paper') for the industry and government, to be delivered in 2021, following the release of a...

Changing your mindset

October 19, 2020 by The Inside Adviser

The pandemic but more importantly the economic restrictions used to limit its spread will have long-lasting impacts on the global economy. As Victoria, and with-it Australia, appear to be nearing...

To syndicate or not to syndicate?

October 18, 2020 by Contributor

If you are looking for one word to describe 2020, 'volatility' would seem to fit the bill. Every aspect of our lives, whether it be financially, socially, or work, has...

State of the market – platforms

October 12, 2020 by Ishan Dan

Building a financial advisery practice isn't easy. From regulation to compliance, overheads to staff wages and client reporting to administration, there are so many time-consuming, ad hoc tasks that take...

Evergreen Ratings – a new player in research

October 12, 2020 by The Inside Adviser

A busy year for investment researchers just got busier, with Evergreen Consulting launching its own investment research arm, Evergreen Ratings. This follows a number of acquisitions and asset sales in...

Opportunity amidst the pandemic

October 12, 2020 by The Inside Adviser

As much as the industry is improving its professionalism, financial advice remains "cottage." There are many providers, in many forms, located all across the country. This trend is only accelerating...