Adviser news & insights
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Advisers – it’s time to turn your week upside down
Arnie Selvarajah (CEO of Bell Direct, powering Desktop Broker) shares his insights and learnings on how the leading advisers in the United Kingdom, United States and Australia, are successfully allocating their time and why it’s working.
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Will managed accounts survive the advice evolution?
Managed accounts have been touted as the game-changing answer for firms and the growth statistics reiterate this perception. But the big question now is whether to invest in new technology or products, when the future of advice is unclear.
Arnie Selvarajah (CEO of Bell Direct, powering Desktop Broker) debates whether managed accounts are the answer and if they will survive the evolution.
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Meeting the needs of tomorrow’s client
As we move into a new era of investing, Desktop Broker’s Arnie Selvarajah finds client preferences are shifting and advisers need to move swiftly to keep up.
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How to access some of the world’s biggest investment themes
ETFs are fast becoming a favourite for investors’ portfolios. In order to meet increasing investment demand, ETF providers are launching specialist ETFs that provide exposure to sectors and emerging investment themes, taking investors far beyond the realms of the ASX200.
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How Fixed Income can reduce your risk
In times of uncertainty, the protection of capital and downside risk reduction are key goals. For Australian investors, who are heavily invested into equities, many may not appreciate the benefits of fixed income, otherwise known as bonds, in pursuit of these goals.
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Get your clients’ portfolio ready for 2019
To wrap up 2018, Bell Direct CEO Arnie Selvarajah and Equities Strategist Julia Lee have teamed up to give you their investment outlook for 2019.
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“Horses for courses” - The various uses for fixed income
Different approaches to fixed income – absolute return and benchmark relative – solve different investment problems for investors.
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Wealth - where to next?
As the Royal Commission puts the spotlight on outdated, vertically-integrated models, customers are turning to IFAs for more transparency and control.
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October Market Overview
In her October monthly review, Julia shares her insights on two sectors coming under pressure and whether the outperformance of gold will last.
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Megatrends shaping the advice industry
Challenges such as fee pressure, regulation and increased competition are prompting advisers to rethink their service models.
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September Market Overview
In her September monthly review, Julia shares her insights on how to detect if the current bull market is coming to an end.