Investment

Investment

HNW market holds steady during pandemic

The amount of high-net-worth investors in the Australian market remained steady during 2020 despite the financial hardship associated with the Covid-19 pandemic according to researcher Investment Trends.

Tahn SharpeApril 14, 2021

Investment

Managed account FUM nears $100B

Funds under management in managed accounts reached $95.2 billion by December 2020 according to the latest figures from IMAP, and are likely to cross the $100 billion dollar mark at any time depending on the performance of markets.

Tahn SharpeApril 12, 2021

Investment

The role past performance plays in investment decision-making

For 25 years Paul Moran heard that ‘past performance doesn’t relate to expected future performance’. The adviser finally decided it was time to find out how much influence past performance really has on investor decision-making.

Paul MoranMarch 31, 2021

Managed Funds

Advisers hindering consumer access to managed funds: Deloitte

Commissioned by ASIC, the consultancy’s interim report into competition within the managed funds market says advisers and other intermediaries can help perform due diligence on products, but can also create “suboptimal outcomes” for consumers.

Tahn SharpeMarch 10, 2021

Investment

$1 billion the ‘magic number’ large advice firms want in managed accounts

Investment heads from Shaw & Partners, AMP and Clearview had a candid discussion about how much FUM is enough to make a managed accounts program viable, how many models are appropriate and what success ultimately looks like.

Tahn SharpeFebruary 23, 2021

Investment

Strategic advice in line to be next regulatory target

If the biggest indictment on the industry to date has been fees-for-no-service then the next big test for advisers will be demonstrating value for service in their investment proposition, especially if clients are being separately charged for that service. Neil Younger writes.

Neil YoungerFebruary 10, 2021

Investment

ASIC sounds the alarm on bond scams

The corporate regulator has issued a warning to investors about imposter bond scams, revealing it has uncovered two such scammers pretending to be associated with well-known domestic and global financial services firms and offering high-yield bond investments in Australia and the UK.

Tahn SharpeJanuary 29, 2021

Investment

Schroders touts alternatives to ‘lousy’ defensive returns in 2021

There’s no silver bullet to poor returns on defensive assets, according to Schroders Simon Doyle, but the "big middle" between high quality bonds and equities is fertile ground if you can stomach a trip down the capital structure.

Tahn SharpeJanuary 21, 2021

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