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Experience

1-6 out of 6 results.

‘Best interests’ requires walking in their shoes

Financial adviser education, training and legislating ethical standards will help improve 'best interests' practices, but what about adviser experience? This important quality is near impossible to regulate.

10 hints for selecting a good fund manager

Notwithstanding the wide variety of fund managers and fund structures vying for the investor dollar, some questions need to be asked of all of them. They help us determine the quality of the fund and the manager.

How much industry knowledge does a board member need?

A reader responded with detailed comments on the need for board members and the Chair to have relevant expertise in the company's industry. Please join the debate.

Retirement planning improved by grey hairs

Important retirement planning lessons benefit from actual experience, given that life does not follow a predictable pattern and many people can’t work forever. Planning is vital but so is making adjustments.

Are you an informed or a naive investor?

Everyone can be a naive investor at times, even the professionals. Outside of a sphere of expertise, the quality of investment decisions can suffer. Try to avoid being the 'patsy' in a transaction.

Making judgments based on age

Depending on your own situation, 60 might be the new 50 or the new 70. When it comes to making decisions about retirement, aged-based rules might not be as useful as once thought.

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Most investors are wrong on dividend yield as income

The current yield on a share or trust is simply the latest dividend divided by the current share price, an abstract number at a point in time. What really matters is the income delivered in the long run.

My 10 biggest investment management lessons

A Chris Cuffe classic article that never ages. Every experienced investor develops a set of beliefs about how markets operate.

Seven major trends affecting Australians in retirement

Retirement planning will become increasingly complex in the face of trends in home ownership, wealth dispersion, life expectancy, health and aged care costs, work patterns and pension dependency.

Lessons from the Future Fund for retail investors

The Annual Report from Australia's sovereign wealth fund reveals new ways it is investing in fixed income and alternatives. The Fund considers its portfolio as one overall risk position with downside protection in one asset class allowing more risk in another.

Four companies riding the healthcare boom

There are strong demographic trends in ageing and consumer spending and investing in the right healthcare companies can ride this wave as well as produce better health outcomes for people. 

Five reasons SMSFs are making asset allocation changes

Substantial changes are underway in SMSFs which until recently held a narrow range of assets dominated by cash, term deposits and Australian equities. Trustees have never faced so many choices.

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