Get your clients’ portfolio ready for 2019Insights 27th November 2018
Wealth - where to next?Insights 27th November 2018
October Market OverviewInsights 30th October 2018
Smarter Trading 26 Apr 2017
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.
Insights 28 Aug 2017
What we saw this reporting season
Julia Lee shares her insights on this earnings season, who the best and worst performers were, as well as an overview of the private health insurance and hospital area.
Insights 28 Aug 2017
How to make rising rates your friend
Most of us expect that interest rates will rise at some stage, so here’s five questions investors considering bonds should be thinking about.
Insights 28 Jun 2017
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.
Insights 25 Jul 2017
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.
Insights 21 Jul 2017
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.
Insights 2 Jun 2017
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.
Insights 14 Mar 2017
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.
Insights 25 May 2017
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.
Insights 15 Jun 2016
Working smarter, not harder with mFunds
Bell Direct CEO Arnie Selvarajah discuss why advisers are turning to mFunds.
Insights 27 Mar 2017
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.
Insights 13 Feb 2017
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.