Investment
Fear and self-doubt warping advice: Innova CIO
Advisers are losing confidence in their investment savvy and choosing cheap options at the expense of real value, Dan Miles says.
Tahn SharpeDecember 13, 2018
etfs?
Featured Homepage Posts
Dangerously invested: Inside the FIRE movement
The ‘financial independence, retire early’ philosophy is a long way from the greedy arrogance of the 1990s dotcom generation of investors, but it could be just as dangerous.
Dominic McCormickNovember 15, 2018
Investment
Listed products: an arsenal of opportunity
Things have moved quickly in listed products, making it easier than ever for advisers to build bespoke, well-diversified portfolios for clients, Dominic McCormick writes.
Dominic McCormickOctober 17, 2018
Profiles
Financial advisers set to become the new fund managers
Just as technology enables clients to take ever more control of the investment process, so financial advisers need to keep developing their business role.
Simon HoyleAugust 28, 2017
Investment
Centric champions in-house solutions
Centric Wealth, the financial services company backed by CHAMP Private Equity, will develop new in-house investment solutions for financial advisers and their clients as part of plans to expand its product and services business. The group currently offers five investment funds including the Centric DHA Residential Property Fund, which recently received an AA+ rating from […]
Leng YeowOctober 22, 2013
Investment
How to see the forest AND the trees
If the global financial crisis (GFC) taught us anything - and it taught us a lot - it’s that sometimes the conventional thinking can be well wide of the mark. A conference in Sydney today and tomorrow aims to equip financial planners with the means to make certain investment decisions in an increasingly uncertain world.
Simon HoyleAugust 24, 2011
Magazine
ETFs on the up-and-up (and up)
The first ETFs in the world were launched not in the US, but in Canada SSgA and Vanguard each offer three ETFs, while iShares offers 19 The investor can then sell its ETF units on the secondary market or directly back to the ETF provider ETFs can deliver on fees
Simon HoyleAugust 7, 2009
On Practice
ETFs offer control and flexibility
Self managed super fund (SMSF) investors are the first to have embraced the nascent exchange-traded fund (ETF) market in Australia. Planners have been slow to come to the table, largely due to the fact that ETFs do not generate a sales commission; however, providers claim the trend towards fee-based advice is driving growth in take-up. […]
Professional PlannerJune 30, 2008