High-grade bonds improve diversification


The inclusion of high-grade bonds in an investment portfolio could achieve better diversification and provide a truly defensive component for financial advisory clients, according to a global fund manager. Speak.. Read More

Schodel wins Female Excellence award


Holistic adviser Lea Schodel of Queensland based practice Wellthy has taken out the Association of Financial Advisers’ (AFA) Female Excellence in Advice Award for 2017. Accepting the award at the AFA 2017 .. Read More

MetLife readies for retail launch


Ahead of the launch of its retail life insurance offer to advisers in 2018, the Australian arm of global insurer MetLife has revealed who will head up its retail sales team. MetLife has announced that former AMP.. Read More

Opinion – XTBs to usurp TDs’ income crown


While many Australians have taken advantage of the prolonged period of low interest rates, the party has been one-sided. Those reliant on income from term deposits (TDs) have had little cause to celebrate. .. Read More

Young savers’ retirement looking grim


A research paper commissioned by No More Practice Education (NMPE) has revealed 81.3 per cent of generation X and Y Australians are in danger of falling short of a comfortable retirement and advisers can play a part.. Read More

Lonsec, Synchron in research deal


Lonsec Research will provide investment research and consulting services for privately owned dealer group Synchron under a new partnership between the two groups. Under the agreement, Synchron’s financial.. Read More

Decimal, AHC in calculator partnership


Digital advice provider Decimal has partnered with specialist retirement communications group AHC to incorporate a series of retirement calculators into its existing enterprise advice service, Eqilize. In a sta.. Read More

Fidelity announces new pricing model


With the grumbling of retail investors over fees loud and clear in the ears of fund managers, global manager Fidelity International has announced a new pricing model for its active equity funds that will charge inves.. Read More

Opinion: Low cost ETFs can engage millennials


Although younger Australians do not generally seek out financial advice as much as older Australians due to their lower net wealth, as former federal treasurer Peter Costello once said, “demography is destiny&r.. Read More

Hedging wise for medium term investors


Australian investors with a short to medium time frame should look to apply currency hedging to a portion of their portfolio given the variance in investment returns from the global equity market as a result of curre.. Read More

IRESS expands Xplan training


Financial software provider IRESS has expanded its training offer around adviser software Xplan to include continuing professional development (CPD) point accreditation as well as a new program of structured learning.. Read More

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