Understand the risks in risk-parity funds
The GFC exposed the equity-market risk that dominates balanced funds. Risk-parity funds offer a solution, but do they simply replace equity market risk with duration risk?
July 06, 2017
EY employees flock to roll out of online advice tool
Financial services consulting firm EY has launched Map My Plan to address the financial wellbeing of its staff in Australia and New Zealand, and take-up is off the chart.
July 06, 2017
Upgrades on the flight to professionalisation
Once we are clear on what we need to do to make progress towards becoming a profession, we can start to navigate the changes for the benefit of all of our stakeholders.
July 05, 2017
Know the right questions to evaluate active fund managers
Active managers are under increasing pressure to prove their worth – especially in equities. To evaluate them effectively, you have to know where the risks and potential costs lie.
July 05, 2017
Perennial ‘hedged or unhedged’ question gets dynamic answer
Can a dynamic hedging approach based on purchasing power parity improve outcomes for a portfolio over long periods of time? A Russell Investments study suggests the answer is yes.
July 04, 2017
New Limited Licence Workshops launched for accountants
A SUITE of workshops designed to provide accountants with practical support and guidance on new licensing requirements is being launched around Australia. Licensing for Accountants, together with Holley Nethercote financial services lawyers, will deliver their inaugural round of Limited Licence Workshops over the next two months. The events, to be held in Canberra, Sydney, Melbourne
July 03, 2017
Good financial planners are therapists, too
Paul Turner of Wealthwise is fascinated by the behaviours people adopt with money over time. The ability to align them with success makes him a better adviser.
July 03, 2017
Three marketing elements you can’t afford to ignore
If you treat marketing as if it’s all about sounding clever and looking cute, you will fail. Here are the areas where you must focus for success.
July 03, 2017
Veil of secrecy lifting from China’s mainland A-share markets
MSCI’s decision to include 222 shares from the Shanghai and Shenzhen markets is a step forward for transparency and a big opportunity for those in the know.
June 30, 2017
Reflection: Professionalism is each individual’s responsibility
If responsibility and accountability for providing advice professionally resided with the individual financial planner, there would be much less confusion – and better behaviour.
June 30, 2017
