Ben Power, Author at Professional Planner

Investment

Balanced funds wobble as 60/40 split risks exposed

Higher equities and fixed income valuations will lead investors to rethink their assumptions of diversification, and the classic balanced fund reference portfolio may be an early casualty.

Ben PowerJune 9, 2020

Uncategorized

Managing expectations: the way forward with managed accounts

Advice practices have taken to managed accounts like ducks to water, but new questions about conflicts of interest have left potential adopters in a holding pattern.

Ben PowerOctober 15, 2018

Featured Homepage Posts

Show your worth: the new licensee value proposition

The days of subsidised advice within vertical integration may be numbered. As the industry evolves, licensees will have to do more to show their usefulness.

Ben PowerMay 23, 2018

Contributors

Emerging markets lands of investment opportunity at the moment

Improving fundamentals offer a window of opportunity for investors who want to take a long ride on the emerging markets wave.

Ben PowerJune 2, 2017

In Focus

The perilous search for growth in retirement

There is increasing recognition that retirees need more growth assets to meet income needs and to protect against inflation and longevity risks. But how much risk is too much?

Ben PowerApril 26, 2017

Magazine

ETFs help some advisers free up time for personalised service

With advisers increasingly trying to go beyond portfolio management for clients, do exchange-traded funds allow time to be better spent on delivering strategic advice?

Ben PowerMarch 28, 2017

SMSF

Bridge the disconnect to sell SMSF trustees on value of advice

If advisers want to convince SMSF trustees of the value of their services, they will need a better appreciation of the retirement objectives of this group of potential clients

Ben PowerFebruary 21, 2017

Industry

How technology helps US advisers earn twice as much as you

With more than 800 fintech start-ups in Silicon Valley, a mind shift has to occur around what business it is that financial planners are actually in. Ben Power reports.

Ben PowerNovember 9, 2016

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Ben Power