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Supporting client outcomes during market volatility

BRETT MENNIE | Comments | FRIDAY, 17 JUL 2020

The rapid change in investment markets and economic conditions since March 2020 has tested the ability of financial advice business models to manage and support client outcomes effectively and in a timely ... The ... Read more

The impact of your technology partner on profits

MARTIN MORRIS | Comments | MONDAY, 17 FEB 2020

Financial planning principles are continuously faced with legislative changes and there is very little air-time between articles referencing the royal commission, FASEA and other regulatory changes. ... Read more

The future of managed portfolios

HUB24 PTY LTD | Comments | MONDAY, 12 NOV 2018

Key points Keeping up to date with the latest developments in technology is a fulltime job in itself; it is important advisers understand the underlying technology when selecting a managed portfolio ... Read more

The modern face of advice

HUB24 PTY LTD | Comments | MONDAY, 15 JAN 2018

In a world where technology is reshaping the way we live, it was always a question of when, not if, digital innovation would change the way consumers manage their money and their wealth. From the advent ... In ... Read more

Latest News


Natixis launches racial equity strategy KARREN VERGARA Natixis Investment Managers has launched a set of portfolios that aim to identify public companies that promote diversity, equity and inclusion.	HUB24 posts record inflows KANIKA SOOD HUB24 picked up $1.7 billion net inflows, 24 new licensee agreements and 113 advisers in the December quarter.

ETF industry approaches $100bn ANNABELLE DICKSON As new investors turned to exchange-traded funds (ETFs) to cash in on the market volatility and consequent recovery in 2020, the industry reaped the benefits breaking several records, new research shows.	Former Trump aid launches crypto fund KARREN VERGARA The former communications director of outgoing US President Donald Trump has launched a cryptocurrency hedge fund.

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Cut through

KAREN MCLEOD
PRACTICE PRINCIPAL
ETHICAL INVESTMENT ADVISERS PTY LTD

Ethical Investment Advisers principal adviser Karen McLeod shares how the bespoke models her firm built from scratch are helping her clients make a difference. Jamie Williamson writes.

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Simon Carrodus Solicitor Director The Fold Legal	Damian Cilmi Head of Investment Managers and Governance Praemium	Chris Donohoe Chief Executive Officer APIR Systems Pty Ltd	Tim Sparks Head of Sales and Marketing Bell Direct
Playing chicken: The myth of conflicted remuneration loopholes	A managed account for all market conditions	Market turbulence unlikely to impact fund registrations	Managed accounts in a post COVID-19 world
Conflicted remuneration is currently under the microscope and ASIC is taking action against those who try to use loopholes to avoid the prohibition. In ...	The business efficiency and client engagement advantages of managed accounts have long been espoused; however, recent months have highlighted another ...	The number of financial products - including managed accounts, traditional managed funds and superannuation funds - is resilient regardless of market ...	There's no mistaking 2020 has been unprecedented. Investors across the globe, at all levels of expertise, are feeling the shockwaves roll through their ...
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