Are HNW investors ahead of the investment cycle?
Over the last few weeks there has been an increased number of headlines in the major mastheads noting that many HNW investors believe current commercial property prices are “crazy” and “insane”. This sentiment has been supported by a number of wealthy investors selling property assets which they feel are fully priced as the cycle reaches
May 25, 2017
Look for companies set to benefit from innovation
Despite recent talk about ‘disruptors’ and the impact that new companies can have on traditional marketplaces, investors shouldn’t assume that ‘innovation’ necessarily means disruption and fear the worst for their portfolio. “Innovation and disruption are part of capitalism, and have been happening for a long time,” says Julian Beaumont, investment director at Bennelong Australian Equity
May 25, 2017
Reform your business model to meet clients’ changing needs
Advisers must make the move to strategic advice – for their clients’ benefit and their own. This means developing an in-depth relationship with consumers, Allison Dummett writes.
May 25, 2017
Proximity to money can make you less ethical
People working in financial services need to accept that “proximity to money” makes them more likely to engage in poor ethical behaviour.
May 25, 2017
First-home buyer demand bounces higher
Low rates combined with recent changes to various first home buyer initiatives has helped encourage more potential property buyers into the market, new research has revealed. Mortgage Choice’s latest Loan Purpose Report found first home buyers accounted for 14% of all loans written by the company in April, up from 12.2% in January. “In the
May 24, 2017
Insight Investment Fund added to HUB24 platform
Insight Investment, a leading global investment manager, today announced that the Insight Global Absolute Return Bond Fund has been added as an investment option to the HUB24 platform. The Insight Global Absolute Return Bond Fund aims to provide a positive absolute return in all market conditions over a rolling 12 month period and seeks to
May 24, 2017
Why Amazon shares make the case for active investing
It is fashionable to believe that passive investing has fatally wounded stock-picking. Amazon’s 20 years on the sharemarket is proof that active investing remains fit and well.
May 24, 2017
Has FoFA worked? Treasury wants your feedback
The Treasury Department wants to know whether five Future of Financial Advice reforms have achieved their objectives and how they have affected your business.
May 24, 2017
Anomalies present opportunities for active investors: PM Capital
Just like human anomalies can make all the difference in sporting teams, picking anomalies in equities and fixed income markets can help investors achieve winning performance, according to PM Capital. This month PM Capital is hosting a series of investor forums across five Australian capital cities exploring how the manager goes about finding and interpreting
May 23, 2017
Fee structures lack innovation, breed index-like returns: Remerga
The growing strength of popular investment markets has put increased pressure on investment managers to produce new fee models that offer more attractive returns to investors and protect the industry against intervention by the regulators, according to a new white paper by Australian investment manager Remerga. The white paper, ‘Fee innovation in investment management overdue’,
May 23, 2017
Get the best out of your staff – evaluate them the right way
An incorrect approach to measuring staff performance could be costing your business by stifling innovation, creativity and collaboration.
May 23, 2017
Protect the vulnerable among clients and their beneficiaries
Powers of attorney, advance-care directives and special disability trusts are among measures that can help protect clients and their beneficiaries should they become vulnerable.
May 23, 2017
