Standing on the outside looking in
Take a step back and consider the business you own. Do you know where it’s going, and how confident are you of getting there?
January 04, 2023
Positive stock and bond correlation will make portfolios more volatile
In a positive stock/bond correlation world, balanced portfolios will be more volatile without the “natural hedge" that bonds provide to stocks in a negative correlation world. Nevertheless, diversification will remain a powerful tool to protect portfolios, according to Noah Weisberger, managing director in the institutional advisory & solutions group at PGIM.
January 04, 2023
The final countdown: The 5 most read stories of 2022
In the second part of Professional Planner’s two-part series on the most read stories of the year a couple of surprise hits make an appearance.
January 03, 2023
Volatility, decarbonisation, China re-opening to shape 2023
Continued market volatility, rising interest rates, the energy transition and the re-opening of China are likely to shape investment decisions in 2023.
January 03, 2023
New downsizer contribution rules commence
The eligibility age for people to make downsizer contributions to their superannuation has officially expanded to include those aged 55.
January 03, 2023
Levy, licensees, and launches: The top 10 stories of 2022
In the first of a two-part series, Professional Planner will review the top 10 most read stories of 2022.
January 01, 2023
Bank to future: December in review
After the industry spent the second half of the year debating whether banks will return to advice under the Quality of Advice Review proposals, financial services minister Stephen Jones assured the profession at the end of the year this is unlikely to be the case.
January 01, 2023
Jo Hurley: Advisers urged to consider SMSFs for younger Australians
Living and breathing self-managed super funds, Jo Hurley’s journey in SMSFs began at an age when most people are barely aware of where their superannuation is going.
December 29, 2022
So many launches NASA would be jealous: November in review
Product manufacturers stole the show in November with key new launches for advice software as well as a much-anticipated new super fund.
December 29, 2022
Succession planning – The uncertain consequences of passive investors
As professional firms seek to grow, an option is to introduce third party passive investors. Unless this is handled with considerable care, it may lead to irreconcilable conflicts which will dilute or destroy the original vision of the founders.
December 27, 2022
Shadow of the RC: October in review
Three and a half years after the final Hayne Royal Commission report was released, October symbolised the fallout with the number of advisers falling to under 16,000 and the commencement of the AMP Buyers of Last Resort class action.
December 27, 2022
