Adviser news & insights
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What to expect this reporting season & July overview
Julia Lee shares her insights on the upcoming reporting season, from double vs. single digit growth expectations, companies in an upgrade cycle and potential gains from the most shorted stocks in the market.
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Why you should own your age in bonds
A rule of thumb coined by John Bogle, founder of global asset manager Vanguard, is that your bond allocation should roughly equal your age. While clearly not an exact science, it demonstrates the increasing need for fixed income as we move through life.
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Looking at the financial year ahead
It's time to start thinking about positioning for the August reporting season by looking at companies in an upgrade cycle and avoiding stocks in a downgrade cycle.
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Bell Direct CEO brings better customer service to online broking
When Bell Financial Group decided to take on the well established players in online stockbroking with the launch of Bell Direct 10 years ago, it found itself in a unique position. Investors had lost money – and faith – dealing with their online brokers, and Bell Direct had acquired a CEO who was perfectly equipped to seize the moment. That CEO was former accountant Arnie Selvarajah.
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Build a defensive income stream and diversify your clients’ portfolios
A diversified investment portfolio should include defensive assets, those that balance exposure to growth assets such as equities and property.
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New advanced ETF & mFund filters
Our development team has been working on a new trading tool to help you select the ETFs and mFunds to invest in for your clients.
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Goal tolerance: When goals meet risk tolerance
There are clear reasons why risk tolerance drives the financial advice process.
It produces a simple number, which makes it relatively easy to recommend investment products while maintaining a compliant paper trail. But such a heavy reliance on risk tolerance can also produce significant problems.
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Dividend darlings: future brightens for yield stocks
Over the long term, much of the returns from the Australian sharemarket have been through dividends. When reinvested, the power of compounding can see returns snowball over time.
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How to tell if your portfolio protection strategy is underperforming
Measuring the true performance of strategies which place a greater emphasis on risk management is sorely lacking and often misleading.
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Why the automated advice industry can’t leave goals behind
The rise of automated advice and new technology is changing the face of financial planning. However, there’s a problem. Many automated advice providers are simply replicating the increasingly outdated traditional advice process, which places an investor’s risk tolerance at its apex and delivers product-led solutions.
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How the new “objective of superannuation” legislation will change funds
The superannuation system is now set to have a clear legislative purpose– and it is one which raises a raft of new questions.
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Objectives-based advice: revolution or fad?
A shift is underway, moving client objectives to the forefront of the advice process rather than building advice on compliance-driven measures, aimed at minimising internal business risk.