The unchartered waters of a low-growth world
There is no indication that bond yields are coming back any time soon, a panel has heard. If anything, Japan’s interest rate journey should be a warning to expect more artificially managed interest rates at the expense of true prices in the future.
December 03, 2020
ASIC: ‘We’re never as quick as we’d like to be’
ASIC would like to move quicker on fraud but is beholden to due process and, in some cases, outdated regulation. UNSW's Pamela Hanrahan went into bat for the regulator and lobbied for it to have more say in policy formulation.
December 03, 2020
Sanders: Fake advice models greater sin than fee conflicts
Advisers and researchers would have a much stronger ethical base if they focussed on honesty rather than the avoidance of conflicts and the mask of objectivity, the Deloitte head of ethics and professionalism and former FASEA CEO said.
December 02, 2020
Sunsuper: Fixed income to look different, post pandemic
Traditional fixed income sleeves will take an entirely different shape in the post-pandemic era, with the allocation of negative bond yields and cash investments hard to justify in portfolios according to Sunsuper head of asset allocation Andrew Fisher.
December 02, 2020
Most advisers to be exempt from new claims handling AFSL rules
Confusion around new rules for claims handling – and misleading press coverage – has led many advisers to believe they need to apply for a new AFS licence. Association heads have confirmed Treasury is set to include an exemption for the "vast majority" of advisers.
December 01, 2020
‘Advice Dividend’ to put numbers on the value of advice
Not only does financial advice have clear, measurable value for consumers both young and old, rich or poor, but a new study from IOOF and CoreData Research shows the Advice Dividend is often greater for the younger cohort – bucking the traditional line of thought.
November 30, 2020
Shane Fitzsimmons: Leadership under fire
During a candid discussion, the man who guided Australia through the 2019/20 fires revealed his own father’s untimely death while battling bushfires shocked him “to the core”, but the tragedy firmed his resolve to live a life serving the community.
November 30, 2020
Rebalancing portfolios at speed: The Covid experience
The pandemic-induced market turmoil of early 2020 offered a remarkable insight into how model portfolios rapidly rebalance, protect investors and use agility to take advantage of fast, and often unexpected rebounds.
November 27, 2020
ESG – Beyond the greenwashing
This session gives researchers the tools to understand client demand and match these with solutions, a process that can involve navigating contradictions in labelling at both the portfolio and individual company level.
November 27, 2020
The inflation debate: The biggest dilemma for researchers post GFC
This debate explores the risks to client portfolios and the strategies to manage uncertainty over price levels.
November 27, 2020
$24,716: What professional advice would add to GDP per person
A new report from CPA Australia and CoreData has used modelling to put a number on just how beneficial financial advice, accounting and broking services are to consumers and the country.
November 26, 2020
