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

Investment

Still on the fringe: Researchers weigh in on crypto

There's nothing to suggest crypto currencies will be a mainstay on approved product lists or make their way into model portfolios any time soon, with most researchers still uncertain about many features of the asset including its value.

Matthew SmithJanuary 14, 2021

Investment

The great reset: An industry emerges from crisis

Unprecedented quickly became the description de jure for what was happening all around between March and May this year as superannuation was drawn on, funds were tested and central banks through everything including the kitchen sink at the problem - Professional Planner reflects on the year that was.

Matthew SmithDecember 17, 2020

Investment

The 17 standards reshaping investment

It’s in measuring and understanding the sustainability trade-offs companies are making where the sophistication comes in from investors, experts on a panel at Professional Planner's recent Researcher Forum agreed.

Matthew SmithDecember 10, 2020

Research

Clients taking closer look at fund performance metrics

Investors across the spectrum are becoming more savvy about the different risk and return metrics that fund performance is measured by. Fundies need to make sure they have their performance analysis in order, especially if they want to show their idiosyncratic value to full effect.

Tahn SharpeDecember 7, 2020

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Investment

Investment

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

Investment

Strategic advice in line to be next regulatory target

Investment

ASIC sounds the alarm on bond scams

Investment

Schroders touts alternatives to ‘lousy’ defensive returns in 2021

Investment

Still on the fringe: Researchers weigh in on crypto

Investment

The great reset: An industry emerges from crisis

Research

Clients taking closer look at fund performance metrics

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