Opportunity for investment missteps ‘at all-time high’
Elevated risks due to the pandemic, the US election and a fiercely bifurcated market have put investors in a precarious position and reinforced the need for quality stocks that have less exposure to macro-economic turmoil, a panel has heard.
November 03, 2020
Lack of industry consultation on super ‘crazy’: ALP’s Jones
The Labor MP expressed support for some kind of a performance benchmark to hold underperforming funds to account, but he said the government’s current proposal falls short during an interview on Monday.
November 02, 2020
Simplicity and confidence key to retirement puzzle: Challenger
Finding better retirement solutions will require more than just ‘age and balance’ metrics, but the industry will need to keep things simple to retain members’ faith and their confidence to spend, according to Challenger’s Aaron Minney.
November 02, 2020
From trading room floor ‘chalky’ to CEO: Grant Patterson
Patterson built the foundations of his firm from along the lines of a multi-family office - focusing on the whole family and ensure multi-generational advice and education, he explains.
October 29, 2020
HUB24 deal with Easton to forge advice tech experiment
Easton, including the Paragem advice licensee, we be an anchor client for HUB24 to deploy its specialist technology and data services under the terms of a deal announced on Wednesday in which the listed platform business also agreed to acquire Xplore Wealth.
October 28, 2020
Not what they used to be: Platforms cross over into client experience
The expectations advisers have of their platform providers has progressed, from consolidated reporting and access to wholesale pricing of managed funds, to enabling transparency and bringing an experiential element to client conversations.
October 27, 2020
Know your zombie company: Learnings of a value investor
While some value investors who find it difficult to shake many decades of experiencing mean reversions might predict an immediate crash and an emerging crisis - and they might be right - they must also understand the same conditions also explain the concentration of money into those companies and business models that are actually winning.
October 27, 2020
Ethics uplift touted as key to regulatory reform
On the same day ASIC’s top executives resigned over expenses scandals, a report was released highlighting that an uplift in ethical behaviour could save $45 billion and unravel some of the regulatory knots weighing industries like advice down.
October 26, 2020
Neil Heriot: Trading a car for a golf buggy on the daily commute
These days the Ord Minnett founder runs his Boston Private Wealth advisory from the sunny clime of Sanctuary Cove. In the ultimate lifestyle play, he's swapped out the traditional urban commute for a 3-minute golf buggy cruise.
October 23, 2020
Financial services roles up 21.2pc as jobs rate ticks back
Most industries are starting to claw their way back this quarter after Q2’s pandemic-induced nadir, with financial services and education leading the recovery according to Sunsuper’s latest jobs index.
October 23, 2020
No time for investors to be heroic: MLC
The range of forecastable economic outcomes is as wide as its ever been, says MLC Asset Management portfolio manager Myooran Mahalingham. Tread lightly on the hunt for alpha, and keep the fundamentals front of mind.
October 22, 2020
