670 results found

The investment community's word of 2020 was undoubtedly "unprecedented". "Transitory" is our submission for 2021. "Transition" may best encapsulate 2022.

Jeff Schulze | 0.50 CE

DDO fundamentally changes how financial products are distributed to retail consumers, requiring issuers and distributors to have a consumer-centric approach to the design and distribution of products.

The farrelly's Dynamic Asset Allocation Handbook (Dec 2021) has been assessed and accredited by Portfolio Construction Forum for Continuing Education (CE/CPD) hours. Those who attend online on-demand must complete a CE Quiz to receive CE/CPD accreditation.

As we enter the final quarter of 2021, the din of market sceptics continues. The narrative has now broadened beyond peak economic and earnings growth, however, to include peak everything.

Jeff Schulze | 0.50 CE

Covid-19 is a situation in which an actual virus - as well as new narratives related to it and its associated consequences - began spreading at the same time, with major economic consequences.

Rob Hamshar | 2.00 CE

The financial services industry has done the impossible and made money boring, opaque and difficult to understand. If we better understand the psychology of money, we can better help our clients.

Adam Ferrier | 0.50 CE

The mind-set that works so well when people are building their nest egg for retirement can damage their quality of life in retirement. We help clients accumulate responsibly - we can help them decumulate responsibly, too.

Meir Statman | 0.75 CE

Positive ESG selection creates a broader universe of sustainable companies and greater opportunity set than negative or exclusionary policies, delivering more sustainable risk-adjusted returns.

Stephen Fitzgerald | 0.50 CE

A high equity income strategy tailored for retirees is a core solution for providing better retirement outcomes, maximising income while leaving capital intact.

Don Hamson | 2 comments | 0.50 CE

When markets are exuberant, it is difficult to see - let alone act - against the hubris. When markets are down in the dumps, it is difficult to see past the misery. A reductive macro-economic framework may help.

Joseph Lai | 0.50 CE

There are strong behavioural biases that attract investors to complex strategies. However, introducing complexity will, on average, diminish the odds of success and detract from returns.

Stephen Arnold | 0.50 CE

Knowledge and proficiency in behavioural finance and investor psychology - finology - is developing ever better relationships with clients to help them achieve their goals. Benchmarking your current finology proficiency matters!

Rob Hamshar | 0.75 CE

Australian cash rates will stay low for decades. Low interest rates mean high asset prices, which means much lower returns ahead. Our client communications must be in tune with this new environment.

Tim Farrelly | 0.25 CE

A recent independent study into retirement from the perspectives of over 1,500 older Australians found that financial advisers are the keystone to retirees' well-being.

Jason Andriessen | 0.50 CE

Regulation states that fund managers must not mislead clients. While prescribed scales exist for risk, analysis shows inconsistent application.

Douglas Isles | 0.50 CE

As investors themselves, investment advisers can suffer from the very biases they attempt to combat within their clients, risking the delivery of optimal client outcomes and deepening relationships.

Jason Komadina | 0.50 CE

Quantitative easing has inflated the price and risk of asset classes. Private debt prices in this risk and offers investors the capital protection they deserve.

Andrew Lockhart | 0.50 CE

Investors are concerned about investing in assets with exposure to carbon emissions. However, regulated electric utilities will be a significant beneficiary in a greener world.

Ben McVicar | 0.50 CE

Many assume there are two kinds of business decision makers - those who are ethical and those who are not. However, most of us are both.

Dafna Eylon | 1.00 CE

Trust is the product of two judgements clients make about us - our competence and our benevolence. So trust could, at least partly, be won without being earned. So is it ethical to try?

Herman Brodie | 0.75 CE