Alternative yield investing has been a growing sector of importance for both institutional and private global investors as global central banks have kept interest rates at ultra-low levels to combat economic downturns and to stimulate growth since 2 ... Read more
HUB24 PTY LTD | MONDAY, 21 FEB 2022
HUB24 has developed this paper to illustrate how great advice together with innovative platform capabilities can be leveraged by advisers to deliver enhanced client outcomes which can make a considerable difference to a client's portfolio over t ... Read more
ANDREW YAP | MONDAY, 20 DEC 2021
As the world adjusts to COVID-19 and vaccination rates continue to rise, the hope is that life will return to some form of normal in the near to medium term. Consistent with this view, it is likely that global economies 'reboot' supported by an easing ... Read more
JACK STANDING | MONDAY, 18 OCT 2021
Managed discretionary accounts (MDAs), separately managed accounts (SMAs) and individually managed accounts (IMAs) are all managed investment vehicles with some similarities. However, it is important for investors to understand the differences between ... Read more
TEUN DRAAISMA | THURSDAY, 10 JUN 2021
Over the past three decades, a sustained surge in inflation has been absent in developed markets. Today, inflation risk has increased. As a result, many investors are faced with the challenge of having little evidence regarding how to reposition their ... Read more
The year 2020 proved to be particularly challenging for investors as the COVID-19 pandemic upended growth expectations and generated unprecedented policy responses. Investors will remember 2020 with mixed emotions. On one hand, it was the year of the ... Read more
EYLEM KAMERAKKAS | TUESDAY, 19 JAN 2021
Managed accounts are increasingly being used by advisers because they provide choice and flexibility for their clients and compliance-friendly ways for them to access optimal service providers, platforms and investment expertise. Read more
BEN COOMBS | FRIDAY, 18 DEC 2020
The last six months have thrown the financial advice industry into a storm that was impossible to anticipate. This paper offers various perspectives from Elston Asset Management's (EAM) team as it navigated the storm alongside its advisers. Read more
Tesla has been booted from the S&P 500 ESG index due to its low S&P Dow Jones Indices (DJI) ESG score.
Barclays has almost doubled its interest in Barrenjoey, providing additional capital to assist with the creation of fixed income derivatives and equity financing platforms.
A bfinance quarterly Manager Intelligence and Market Trends report has shown that investors have sought enhanced sources of real return to combat rising inflation.
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.
EVALESCO FINANCIAL SERVICES PTY LTD
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.
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.
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.