Retiree lifestyles can include less financial stress
Volatile market conditions naturally weigh heavily on people who are about to retire and, with more volatility expected, Colonial First State believes retirees need good advice now more than ever. Markets are likely to continue to be volatile in 2016, with further interest rate rises expected in the US following the historical first hike last
April 07, 2016
SPIVA Australia: The results are in
The majority of Australian funds underperformed their respective benchmarks over five-year horizons with notable exceptions in two segments of the equity market. Find out how active funds across the asset class spectrum performed relative to their benchmarks over short- and long-term periods. Read full report Source: S&P Dow Jones Indicies
April 07, 2016
Lonsec announces new Lonsec Retire industry panellists
Lonsec Investment Consulting, a division of Lonsec Research Pty Ltd, today announced exciting new additions to its Lonsec Retire Industry Panel, providing financial advisers and their clients with a global perspective on retirement strategies from the biggest industry names. AB Global, Invesco Australia, Investors Mutual Limited, and State Street Global Advisers will join the Lonsec
April 07, 2016
Submissions to Senate LIF legislation review reveal concerns
Of the sizeable number of submissions, the two made by FSC member life insurers show differences of opinion. Phil Anderson reflects on these.
April 07, 2016
It’s not all black and white: the three hidden benefits of doubt
Do you view doubt as a weakness? Have you ever considered it may be essential to a great breakthrough? Jason Fox is sure it’s a good thing.
April 07, 2016
Shooting the messenger and shooting yourself in the foot
Resentment towards the media for revealing financial planning’s dark underbelly has been misguided. It was the prod that the industry required. Michael Pascoe writes.
April 07, 2016
Pricing structure for CPA Australia Advice licence fees revealed
Pre-launch information tells accountants about the benefits and costs of becoming authorised representatives. Simon Hoyle sums it up for you.
April 06, 2016
Heart of the profession Future2 works to engage more members
Future2 is firming up its structure for assisting FPA professionals with their obligation to give back to the community. Simon Hoyle reports.
April 06, 2016
In focus: Humble mongrels scouring the universe for megastars of tomorrow
The characteristics that make small-cap fund managers good at what they do include tenacity, a willingness to admit mistakes, and a disciplined view on what drives long-term value creation.
April 06, 2016
Investment Trends 2015 Australia FX Report
Investment Trends recently released its 2015 Australia FX Report an annual in-depth study of Australian retail foreign exchange (FX) traders, their attitudes, trading behaviour and future intentions. The report is based on a survey of 13,910 online investors including 3,967 active FX traders, conducted throughout October and November 2015. Key highlights include: The 49,000 trader
April 05, 2016
Index investing is dumb
(Part 1 of 2)
If stable blue chips with no growth dominate the index, the index won’t grow either. Roger Montgomery believes index investing is misguided.
April 04, 2016
