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22 May 2022
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When a member told this Facebook community about her gender problems dealing with the finance industry, hundreds of women responded with similar issues. Come on, it's not the seventies.
A one sentence stream of consciousness born after listening to too many 'what-ifs' and 'on-the-other-hands' will leave you sitting firmly on the fence, which is neither a comfortable nor useful position.
Despite the commonly held views that Australians hate banks, market research shows the vast majority are satisfied with their bank. Same with super funds. What about bank managers and financial advisers?
The cultural shortcomings of banking are being obscured by the more prominent scandals in wealth management. Without a legal fiduciary obligation to customers, are banks fulfilling the social role expected of them?
Every successful fund manager suffers periods of underperformance, and investors who jump from fund to fund chasing results are likely to do badly. Selecting a manager is a long-term decision but what else?
In almost 1,000 responses, our readers differ in voting intentions versus polling of the general population, but they have little doubt who will win and there is widespread disappointment with our politics.
Conservative investors who want the greater capital security of bonds can now lock in 5% but they should stay at the higher end of credit quality. Rises in rates and defaults mean it's not as easy as it looks.
In the last decade, ETFs have become a mainstay of many portfolios, with broad market access to most asset types, as well as a wide array of sectors and themes. Is there a favourite of a CEO who oversees 30 funds?
Believe it or not, betting agencies are in the business of making money, not predicting outcomes. Is there anything we can learn from the current odds on the election results?
Single-member SMSFs face challenges where the eventual beneficiaries (or support team in the event of incapacity) will be the member’s adult children. Even worse, what happens if one or more of the children live overseas?