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The company has expanded its managed fund and property research offering to include an ASX top 200 listed companies ratings service for the Australian financial advice community.
Sydney-based advice and technology group Sequoia Financial Group has forged a strategic partnership with ratings agency SQM Research in a high-profile vote of confidence for the provider.
The current economic cycle is too changeable to set any portfolio to autopilot, according to Mason Stevens’ Jacqueline Fernley. Counterpoints to conviction are needed, and the devil’s advocate should be your friend.
Rob da Silva from SQM Research speaks with Drew Meredith at The Inside Network’s Growth Symposium on unusual inflation and the adviser-to-client relationship.
Economists agree the outlook for house prices in 2023 is largely dependent on upcoming interest rate decisions by the Reserve Bank of Australia, and signs of weakness are already appearing. Complicating matters further, borrowers face an impending fixed-rate cliff.
Rob da Silva from SQM Research speaks with Peter White at The Inside Network’s Asset Allocation & Portfolio Construction Symposium on the value of adaptability in modern markets.
As interest rates creep north, advisers extoll the virtue of investing away from the family home and into a diversified suite of assets.
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…