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8 July 2022
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Barry Lambert’s lessons apply not only to business, but to life and are an insight into the behavioural differences which make founder-led companies a special hunting ground for investors.
Many financial advisers have left the industry because it costs more to produce advice than is charged as an up-front fee. Advisers are valued by those who use them while the unadvised don’t see the need to pay.
Financial advice has moved well beyond simply recommending investments, with five major components to quality advice. Helping clients avoid potentially disastrous mistakes is often underestimated.
Appetite for margin lending is improving but demand remains a fraction of its peak in 2007. While some advisers and clients may reengage with better products, they are subdued in their outlook for shares.
ETFs continue to increase strongly, especially in the fixed income category, with younger people and advisers among the major growth categories. Within a year, assets could hit $75 billion.
In a time where advisers are under pressure to demonstrate their value, the latest Russell Investments ‘Value of an Adviser’ report reveals investors gain around 4.4% per year through a quality advice partnership.
The 2016 Investment Trends High Net Worth Investor Report analyses the use of financial advice and a surprisingly steady asset allocation despite changing market forces.
Does the Treasurer realise the extent of the super 'gift' he has delivered to financial planners for Christmas? We're beginning to understand how complex the system has now become.
While ASIC reviews the feedback on its robo advice policies, the US regulator makes it clear it requires the same standard of care from robo advisers as it expects from human advisers.
At the Morningstar Investment Conference 2015, delegates were polled prior to each session. The results provide a valuable insight into how financial advisers and professionals currently view opportunities in the market.
The term robo-advice has quickly evolved to cover a broad range of automated advice and investment solutions. But the underlying principle is the use of a formula or set of rules to assist with managing wealth.
With 62% of Australians aged 65 and over relying at least partially on the age pension, are they better off owning their home or renting? There is an extra pension asset allowance for those not owning a home.
With 700 Australians retiring every day, retirement income solutions are more important than ever. Why do millions of retirees eligible for a more tax-efficient pension account hold money in accumulation?
Equity investing comes with volatility that makes many retirees uncomfortable. A focus on income which is less volatile than share prices, and quality companies delivering robust earnings, offers more reassurance.
Few people have been closer to superannuation policy over the years than Noel Whittaker, especially when he established his eponymous financial planning business. He takes us on a quick guided tour.
A fund manager argues it is immoral to deny poor countries access to relatively cheap energy from fossil fuels. Wealthy countries must recognise the transition is a multi-decade challenge and continue to invest.
What was bothering markets in 2006? Try the end of cheap money, bond yields rising, high energy prices and record high commodity prices feeding inflation. Who says these are 'unprecedented' times? It's 2006 v 2022.