Adviser news & insights
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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.
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The $1.6m super cap: How much tax-free income can a retiree draw?
A new superannuation cap is set to bring the days of tax-free retirement income to an end.
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Modelling the future with accuracy: Managing the risks
A new wave of online financial advice and engagement tools is rapidly emerging with increasingly sophisticated underlying models and predictive capabilities.
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New charting functionality
Find out more about the new generation of charting functionality.
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Mind the gap – understanding gap risk and the cost of protection
It’s important that investors understand the magnitude and frequency of gap risk events if they are to judge whether to protect against them and, if so, which is the most efficient strategy to choose.
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Working smarter, not harder with mFunds
Bell Direct CEO Arnie Selvarajah discuss why advisers are turning to mFunds.
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Bell Direct CEO keen on technological innovation
When it comes to innovation in stockbroking, Arnie Selvarajah is a big believer in client feedback and technology.
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New Year’s Resolutions for 2016
Buy and hold is a great strategy in a bull market, but it does mean you lose money in a bear market or find it hard in a sideways one. Julia Lee proposes new goals for investors in 2016.
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Why you need to build a small cap share portfolio today
The ASX All Ordinaries has rebounded close to 9 per cent in the past few weeks, and is down almost 10 per cent from its multi year high six months ago, but really, it doesn’t matter when you start your share portfolio, as long as you start it.
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Investment newsletters: making sense of stock recommendations
Investment newsletters remain a popular way for SMSFs and retail investors to trade. But do they deliver results? Bell Direct chief executive Arnie Selvarajah weighs the field.
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Fintechs shake up banking, providing investment opportunities
Fintech — financial services underpinned by technology — may not be new but the pace of change has never been faster. It is a crucial trend that Australian investors need to be aware of, given financial stocks make up almost half of the S&P/ASX200.
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Declining market breadth in US stocks and impact on the Australian market
With lots of talk about the rise in the US stockmarket to new highs being driven by a handful of stocks, how important is breadth and how does the Australian sharemarket stack up?