Revisit risk appetite for accurate portfolios


Advisers need to go back to the drawing board and ensure investment portfolios are based on the investor’s risk appetite and expectations, as too many are built on returns or developed without proper considerat.. Read More

Small caps, fixed income drive mFunds trades


Surging interest from investors in gaining access to actively managed fixed income and small cap Australian equities exposures has seen the ASX’s mFunds settlement service double its total market capitalisation.. Read More

Opinion - Active approach key to ethical success


As ethical investing has evolved over the past 20 years into the wider consideration of environment, social and governance (ESG) issues, so has the way professional investors approach and assess all the elements invo.. Read More

AFA Excellence in Education award opens


The call for nominees for the Association of Financial Advisers’ (AFA) 10th Excellence in Education Award has gone out, with the association searching for the most outstanding commitment to lifelong learning an.. Read More

Bond funds turning tide for active


While the age old debate between active and passive strategies continues to place greater strain on the performance of active managers in a climate of low growth and low returns, the recent performance of active bond.. Read More

Estate planning key to changing demographics


Australia’s aging population offers an opportunity for advisers to differentiate themselves by providing comfort and reassurance around estate planning and testamentary trusts, according to Australian Unity Tru.. Read More

Investor exposure to banks spells danger


Households were triply exposed to the banking sector from their term deposits, bank shares and investment properties thanks to the big four banks’ success in dominating investors’ asset allocation through.. Read More

Commodities, property could pull down growth


Declines in commodity prices and the housing market could spell doom for the Australian economy in the second half of the year, making any move by the Reserve Bank of Australia (RBA) to cut rates unlikely, according .. Read More

Fixed income interest drives ETF growth


The Australian exchange-traded fund (ETF) sector grew 4.8 per cent last month to $27.4 billion in funds under management (FUM), with the majority of growth coming from new money inflows, according to BetaShares. .. Read More

Gold delivers stability amid tensions


Australian investors should turn to commodities like gold for opportunities to shore up their portfolios in the long term given gold’s ability to work as an effective hedge against volatility in an increasingly.. Read More

Global economy synchronised and thriving


The global economy has maintained steady growth in the second quarter of 2017, providing a solid foundation for risk assets such as equities and corporate credit which further encourages investors to build a diversif.. Read More