Volume 2, Issue 1

Investment
PETER BELL  |  TUESDAY, 19 AUG 2014
'Smart Beta' is one of the real buzz words in markets right now. Peter Bell provides an overview of this rapidly growing area, and explains why Smart Beta and Managed Accounts work so well together. Read more
Jamie Williamson
JAMIE WILLIAMSON  |  MONDAY, 7 MAY 2018
First, there was the proliferation of managed funds that saw the advent of master trusts. Then a surge in popularity of direct share ownership saw the creation of investment wraps that quickly infiltrated advice practices, promising efficacy and better ... Read more
Andrew Macken
ANDREW MACKEN  |  MONDAY, 7 MAY 2018
When Leonardo da Vinci was sketching out his design for one of the earliest parachutes in the year 1483, he no doubt understood the consequences of such a device failing. It would not have taken Leonardo much time at all to realize that two would be ... Read more
Applied Financial Planning
BROOKS FRIEDERICH  |  TUESDAY, 19 AUG 2014
A series of financial crises over the last dozen years have forced many investors to reassess their investment choices and their tolerance for risk. There are new factors to consider: Financial markets are more globally connected than ever before. Product ... Read more
Simon Russell
SIMON RUSSELL  |  TUESDAY, 19 AUG 2014
Often the most important factor in getting the best investment outcome relates as much to the people making the investment decisions as to the investments themselves. For example, a fund can perform well over a long period but if a client sells out ... Read more