Risk-averse global investors turning to AREITs
Principal Global Real Estate Securities releases its Q1 2017 update for the Global Real Estate Securities market. The first quarter of 2017 saw Australian real estate investment trusts (AREITs) underperform general equities in a trend continuing from the second half of 2016, according to Principal Global Real Estate Securities in its latest quarterly update.
May 01, 2017
Men need to change to close the gender wealth gap: Burgess
Former Future Fund chief Mark Burgess reckons male bosses need to change their thinking to promote more women and close the gender pay gap.
May 01, 2017
Super still failing SMEs, ombudsman tells Summit
Sector ombudsman Kate Carnell says the system is too inflexible for small-business owners, who often can top up their super only with lump sums after the sale of their business.
April 30, 2017
Remaining true to label a challenge in volatile times
Regardless of underlying market movements, it is important for fund managers to remain true to label to ensure investors’ portfolio construction strategies continue to meet their long term needs, says Dr Manny Pohl, CEO of ECP Asset Management. “There will always be times when the going gets tough for asset managers and the
April 28, 2017
Reflection: True leadership unites disparate perspectives
Opinions on what's good for the financial planning industry are like varieties of French cheese – there are so many. True leaders will bring those voices together for prosperity.
April 28, 2017
Practice Health rating launched; room to improve at 62 per cent
The ‘health’ of Australian planning firms is sitting at 62 percent, according to the latest Future Ready VII Report released by Business Health and sponsored by knowITdigital. For the first time, Business Health has sought to encapsulate the current state of Australian practices into a single rating, by consolidating the results of all practices that
April 27, 2017
Capital gains tax changes require asset-by-asset approach
The new way of calculating capital gains tax relief requires considering the options for each client and asset individually. Time is running out to get it sorted before June 30.
April 27, 2017
The right conversations can close the gender gap
Improving the financial security of all women lies in how we talk to women and what we talk about. Moving the dial requires action in three areas.
April 27, 2017
Investors demand more ethical solutions: BetaShares
Speaking at a media briefing event in Sydney today, BetaShares Managing Director Alex Vynokur and Dr John Hewson, Chairman of Asset Owners Disclosure Project, discussed the increased recognition from investors that there is a financial risk involved in climate change and why ethical investments are an attractive solution. Investors increasingly demand ethical investing options “When
April 26, 2017
Emerging Markets and the Rise of the Middle Class
In the midst of concerns of protectionism following the US election, the emerging markets economies remain alive and well, not only surviving, but thriving, according to Jack Murphy, William Blair’s Chicago-based Portfolio Manager, Emerging and International Strategies. One of the most important drivers of sustaining the health of these economies over the long-term is the
April 26, 2017
Less is the key to sustainable growth: ClearView
The holy grail of financial advice; sustainable growth, is within reach but advisers must be prepared to tear down and rebuild their value proposition, and shed clients to attain it, according to a new paper by Matrix Planning Solutions. Based on the paper, titled The answer is strategic advice, the business model of the future
April 26, 2017
The perilous search for growth in retirement
There is increasing recognition that retirees need more growth assets to meet income needs and to protect against inflation and longevity risks. But how much risk is too much?
April 26, 2017
