financial advisers – The Inside Adviser

Zenith boss warns on ‘overwhelming’ market consensus

June 3, 2021 by Lachlan Maddock

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...

Capacity constraints, not money printing, are real inflation threat

May 10, 2021 by Ishan Dan

The Inside Network welcomed financial advisers, asset consultants, and family offices from around the globe for its first Equities and Growth Assets Symposium this year. At a packed-out event, some...

Investors demanding climate focused investments

May 6, 2021 by Staff Writer

Australia's longest standing responsible investment firm, Australian Ethical, recently combined with research house, Investment Trends, to survey investors on their ESG views. The survey covered 2,854 investors and 321 financial...

New regulatory framework taking shape for advisers

April 22, 2021 by The Inside Adviser

April may well be remembered as the beginning of the next phase of financial advice in Australia. While the establishment of FASEA may have had far reaching implications, a triumvirate...

Life Insurance Framework review moved to Treasury

April 22, 2021 by Ishan Dan

Towards the end of last year, ASIC began preparations to request relevant documentation from major dealer groups around life insurance advice. This year is a vital year for the life...

‘Rational bubble’, but crypto acceptance increasing

April 6, 2021 by Staff Writer

Europe's largest asset manager, with EUR$1.4 trillion ($2.2 trillion) in investor funds, Amundi Asset Management, recently weighed into the cryptocurrency phenomenon, releasing a 'Blue Paper' on the topic. It offers...

Financial advisers in need of better data

March 18, 2021 by Giselle Roux

Not that long ago a fund manager could provide a mesmerising presentation slide on how it uses "big data." Examples might be using Google Earth to discern real-time movement in...

Hub 24 voted best platform by advisers

March 4, 2021 by Staff Writer

The innovative wealth management platform is recognised as Australia's Best Platform Overall by Investment Trends, and its managed portfolio solution recognised as the Best Platform Managed Accounts Functionality - a title the...

Are you winning enough clients?

February 25, 2021 by Ishan Dan

Summary: There has been a rapid and large-scale shift across many industries towards working remotely.Organisations are investing in remote working technology and infrastructure.The popularity of virtual communication platforms has surged....

PIMCO caught in fake bond scam

February 22, 2021 by Greg Bright

PIMCO Australia last night (February 22) warned advisers nationally that its name had been used in bond scams which ASIC uncovered in January. They are "raising millions of dollars", ASIC...

Portfolio diversification through innovation – Part 2

February 18, 2021 by Ishan Dan

Part 2 - Apollo Capital Fund It has been a busy few months for Bitcoin and the cryptocurrency world. Bitcoin's price rocketed to an all-time high of US$51,785 this month...

Emerging market debt best positioned in decades

February 18, 2021 by Staff Writer

The search for diversification has forced financial advisers to look far and wide as they seek non-correlated opportunities to fortify client portfolios. Among the most popular asset class in recent...

Which platform stands out above the crowd?

January 26, 2021 by Ishan Dan

The shift towards non-aligned platform advice forced structural change within the wealth management that was long overdue. Findings from the Royal Banking Commission helped drive the push towards independent platforms...

MDA Feature – 2020 round-up

January 21, 2021 by Ishan Dan

Managed Discretionary Accounts (MDAs) are a relatively new investment solution available to consumers and financial advisers following recent advances in platform technology. MDAs are constantly evolving and are at a...

Advisers should expect more changes with insurance

November 12, 2020 by Greg Bright

For many advisers, life insurance is an important part of their income. But unless the insurance sector changes its business lines, particularly with troublesome income protection products, they will all...