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 | 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 | 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 | 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 |
Latest News
Tesla axed from the S&P 500 ESG index
Tesla has been booted from the S&P 500 ESG index due to its low S&P Dow Jones Indices (DJI) ESG score.
Barclays increases stake in Barrenjoey
Barclays has almost doubled its interest in Barrenjoey, providing additional capital to assist with the creation of fixed income derivatives and equity financing platforms.
Investors seek inflationary refuge in diversification strategies
A bfinance quarterly Manager Intelligence and Market Trends report has shown that investors have sought enhanced sources of real return to combat rising inflation.
Investment Leadership Awards finalists revealed
The finalists for the annual Financial Standard Investment Leadership Awards have been determined, with investment strategies from the likes of Alphinity Investment Management, Hyperion Asset Management, Lincoln Indicators and Pendal Group getting a nod.
Cover Story
A process for the better
MARSHALL BRENTNALL
DIRECTOR
EVALESCO FINANCIAL SERVICES PTY LTD
DIRECTOR
EVALESCO FINANCIAL SERVICES PTY LTD
Evalesco directors Marshall Brentnall, Jeff Thurecht and Jules Knox analyse the process of creating model portfolios and how that in turn has led to better outcomes for their clients. Annabelle Dickson writes.
Expert Feed
Changing course amid the perfect storm
The COVID-19 pandemic, despite all its associated challenges, could be described as the perfect storm to force a change of direction for the advice industry.
The future of managed accounts
One of the biggest challenges facing the financial advice sector is the need to provide high quality advice at an affordable price point to more Australians.
The questionable impact of DDO obligations
The financial advice sector has been subject to massive regulatory reform over the best part of the last decade. While the intention of a lot of regulation ...
