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
SAMUEL STOBART | MONDAY, 16 OCT 2017
The prevailing advice for Australian investors looking for investment opportunities in recent years has been to look offshore. Home country bias is particularly prevalent in Australia; self-managed superannuation funds (SMSF's), according to the ... Read more
A new approach to portfolio management Read more
REECE BIRTLES | MONDAY, 7 MAR 2016
The search for stable, predictable returns in the post-global financial crisis world has led many investors to re-evaluate how and where they find income. In this global quest for yield, there are very few investment markets today that can provide a ... Read more
The increasing popularity of direct ownership structures that have been adopted by a growing number of the Adviser community via managed account platforms has opened the door for many investors to access asset classes which have previously been the ... Read more
ALEX HAYNES | MONDAY, 7 MAR 2016
At Peters MacGregor we have been running Global Managed Accounts (GMAs) for our clients for the past 16 years. But only now does it seem their benefits are becoming more widely understood in Australia. Managed accounts allow your clients to tailor their ... Read more
ADAM ROWLEY | MONDAY, 7 MAR 2016
In 1982 a group of street performers gathered in Baie Saint-Paul in the province of Quebec and decided to organise a festival that could serve as a forum for the exchange of ideas. Their ideas stemmed from a set of core beliefs; 'to invoke the imagination ... Read more
SIMON RUSSELL | MONDAY, 7 MAR 2016
When we think about investors' behavioural biases we might think of mum and dad investors panicking and selling following sharp market falls, only to miss out on the subsequent rebound. Or worse, then buying in too late, only to set themselves up ... Read more
HUB24 PTY LTD | MONDAY, 7 MAR 2016
It is no secret that financial advisers are under increasing pressure to grow their businesses which means focusing on revenue growth and profitability as well as delivering quality financial product advice to their clients in the context of an increasing ... Read more
It's one of the most luxurious automotive brands in the world and it now has its own bond linked security from the Australian Bond Exchange.
Apex Group has announced its appointment by Octopus Investments Australia to service its funds structured around renewables investments.
Centuria Agriculture Fund (CAF) is an unlisted, open-ended agriculture fund, seeded with a $177 million glasshouse in Warragul, Victoria.
The Australian equities fund aims to help institutional investors reduce carbon emissions exposures while aligning investments to Your Future, Your Super requirements.
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.