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
Zenith Australian Shares – Large Companies Sector Review
There are occasions when the Australian equity market reminds investors of its cyclical nature, that it is dynamic, with the prospects of sectors or industries going up and down over time. Zenith believes the sharp rotation in market leadership over the past 12 months has highlighted this. Despite generating an 18.1% return for the 12
July 04, 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
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
Ways to evolve for efficiency and a better client experience
A raft of small and large changes have led to more time to spend on serving clients and less hassle with compliance. Integra director Deborah Kent writes.
June 30, 2017
Findex to Roll Out iManage Cloud to 3000 Users Across A&NZ
– iManage, the leading provider of Work Product Management solutions, today announced that Findex — Australia’s leading provider of integrated financial advisory and accounting services — will be rolling out iManage Cloud to 3000 users within the next 6 months. Findex employees in 120 offices across Australia and New Zealand will gain a unified
June 30, 2017
Advisers, investors turn to real return investing
Advisers and investors are increasingly turning to real return investing as part of modern portfolio construction. Real return funds have grown exponentially in recent years. In the past five years, real return funds have more than quadrupled to almost $10 billion in assets1. Real return funds are designed to provide a higher certainty of achieving
June 29, 2017
How do robots calculate best interests?
Digital advice is here to stay. But as the industry grapples with the best-interests duty, efforts to make digital platforms and AI compliant raise some special concerns.
June 29, 2017
