September Market OverviewInsights 27th September 2018
Rates Aren’t Moving Any Time SoonInsights 20th September 2018
August Market OverviewInsights 31st August 2018
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 26 Jun 2017
How corporate bonds fit into a diversified portfolio
Diversifying beyond cash & Australian equities with corporate bonds and XTBs.
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.
Insights 11 Jan 2017
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.
Insights 14 Oct 2016
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.
Insights 17 Nov 2016
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.