In Focus
Soft skills for life
A recent survey on what clients want out of insurance services reveals consumers value a personal relationship with their adviser most.
Jessica SierOctober 2, 2018
In Focus
In Focus
A safer home for high yields
A new multi-asset approach to income investing applies a risk ceiling first, which creates a comfort zone and helps preserve capital during the search for assets.
Jessica SierAugust 28, 2018
In Focus
Tech that eases the burden
Advisers and wealth management professionals expected to provide seamless investment portfolio execution should employ new tools such as model portfolios to do they heavy lifting.
Jessica SierJuly 30, 2018
In Focus
With the highest conviction
Intermede Investment Partners shares its philosophy behind long-term outperformance with a portfolio of just 40 growth companies. It’s strategy according to GARP.
Meredith BoothJune 25, 2018
In Focus
The big edge in small caps
Managed funds have found a way to push back against the trend towards passive by swimming in the diminutive end of the ASX, where expertise and capacity for research can pay off.
Tahn SharpeApril 10, 2018
In Focus
Solutions to stop Boomers from going bust
As the second wave of Baby Boomers approaches retirement, the scourge of longevity risk requires more flexible solutions, says an Infocus Report, in partnership with Mercer.
Meredith BoothOctober 26, 2017
In Focus
Best tech, it’s no distraction
The challenge for advisers in coming years will be to separate genuine technological upgrades for their business from all the latest shiny new tools.
Professional PlannerOctober 10, 2017
In Focus
A smoother path to equity returns
Advisers are trained to correlate high returns with higher risk, but managed volatility investing could rewrite those rules.
Anthony O'BrienOctober 6, 2017