A spate of new listings and fund conversions have sparked predictions that active Exchange Traded Funds (ETFs) will soon overtake the older listed investment company (LIC) sector as the preferred channel for diversified equity and debt investments.
In August, investment manager VanEck forecast that the acceleration of flows into thematic exchange traded funds (ETFs) would see funds under management (FUM) reach $10 billion by the year's end. With the launch of ETF Securities’ new Semiconductor ETF on the ASX recently, the strong investor interest in capturing price growth in the technology sector through ETFs continues to accelerate.
New financial products' legislation puts the customer at the centre of design and distribution considerations, but the obligations fall on issuers and distributors.
There are some opportunities for investors across a number of sectors despite a fully priced Australian share market.
Australia’s economy powered out of the 2020 lockdowns to record three quarters of strong GDP growth through to the first quarter of this year. With June 2021 quarter data on Wednesday, can that momentum continue or did the end of Job Keeper wage subsidy and weak consumer data herald a slide to a double-dip recession?
BetaShares economist David Bassanese shares his view on what the data will tell us and how markets are preparing for it.
Active fund managers are increasingly moving into the exchange traded fund (ETF) space, creating more choice for investors.
Phishing scams are on the rise as remote working becomes the norm, but there are a number of workable strategies advisers can adopt to protect their business and clients from the threat of these fake offers.
From cloud computing to climate change, thematic ETFs have been among the big winners of the pandemic, with money pouring into the sector and a raft of new funds being launched. But how should investors choose from the growing array of options of offer?
A seamless onboarding process is critical in driving a positive first impression and delighting a customer through the first engagement.
The February reporting season was the strongest in 20 years, underpinned by record earnings upgrades. But can the momentum continue? With August earnings approaching, Morningstar Head of Equity Research Peter Warnes says the news is likely to be mixed this time around and provides some tips on what to look out for to ride the global recovery.
Take-up of exchange traded funds (ETFs) is growing strongly as advisers seek efficient and timely ways to diversify portfolios and invest thematically in a rapidly evolving market.
A new generation of younger, self-directed investors has flocked to the stock market during COVID, creating opportunities and responsibilities for the industry.
New data from AUSIEX reveals that women are closing the gap on men when it comes to investing, representing an emerging opportunity for advisers.
Investors will need to start thinking about how to position their portfolio for rising inflation with expected economic growth in the wake of large-scale fiscal support and stimulatory money policy.
Markets across the world are experiencing a boom in SPACs - a Special Purpose Acquisition Company. Branded as blank-cheque companies, the overseas enthusiasm for these companies remains robust in 2021, and while there are no signs that Australia is about to embrace blank-cheque companies, there are some cautionary lessons for local investors investing offshore.
International growth is expected go from strength to strength over the next 12 months and while the US economy is expected to benefit, it’s worth asking the question: has the market already priced in a lot of the US economy’s recent gains and can such growth sustain its market rally?
Big spending initiatives in the 2021 Federal Budget aim to drive economic growth. With the risk of inflation low, investors can expect a positive outlook for asset markets.
There is some good news for income-seeking investors with possible buybacks in the pipeline as the big banks reported a lift in dividend payments in the May reporting season.
Dividend payments are on the rise again as the economy reboots, but not all companies are recovering from the pandemic at the same pace. Stephen Bruce, Senior Portfolio Manager at Perennial Value Management, provides some tips for investing in the post COVID environment.
The global economy is being impacted by several long-term trends that are disrupting business and remoulding markets. In a series of articles, we will update you on the impact these megatrends are having on investors and the asset management industry. The first megatrend we will explore is climate change and the need for rapid decarbonisation to prevent catastrophic impacts.
Thanks to COVID-19 and the quick thinking of savvy investors, the age-old adage that to have ones’ ‘head in the clouds’ is an insult might be about to change.
Feedback or criticism from a colleague or client, can come as a bit of a shock, even if it is well intended. Here’s how a behavioural finance expert recommends coping with such feedback.
Clients often assume their superannuation will be paid in accordance with their will. However, this is not necessarily the case and a conversation around estate planning is key.
Retail trade | Statement on Monetary Policy
Retirement is about more than just money, investments and never having to work again. Amongst other things it’s about having more time for the things you enjoy, while at the same time finding a new purpose.
When offering financial advice to clients it’s important to understand their unique personalities and behaviours.
2020 recap and 2021 outlook
COVID-19 | The Biden era | Monetary policy | China | Climate change | Economic inequality | Employment | Migration.
ETFs are popular with advisers and their clients as they are cheap to buy into and require little administration. However, volatile markets and sector concentration bring their own risks.
Like many other economies, Australia has benefited from decades of global trade and investment, which the arrival of COVID-19 has severely curtailed. We examine the predictions of leading analysts.
Online brokers are seeing record numbers of account openings despite market volatility. Financial advisers are well placed to assist new investors.
All eyes will be on the RBA in November and December as it ponders a potentially significant rate cut. But there are other factors to consider in the face of a very uneven recession.
The pandemic and lockdowns have increased collaboration between advisers and clients, including the demand for financial advice.
Australian investors who bet on the US tech mega-caps to outperform through the COVID-19 pandemic have been handsomely rewarded. However, the way forward is less certain.
Access to their super has assisted many Australians during the COVID-19 pandemic. But these savings will also need to underpin the recovery as we navigate out of economic crisis.
COVID-19 has accelerated a generational shift to digital offerings and this – along with the cost of financial advice – represents the biggest challenge to winning over savvy consumers.
Resilience training is set to become a key part of professional development, equipping advisers with the ability to learn new skills quickly and own their careers.
While highly regarded for its robust funds management industry, Australia must review its tax regime and cut red tape if it wants to attract global fund managers and regional investors.
Determining a client’s risk tolerance is a crucial part of generating a risk profile. But this must be balanced against an acceptable level of risk for a return on their investments.
Weekly Petrol Prices | Business Indicators | Credit | Inflation gauge | China data
By 2030 the majority of financial advisers will offer goal-based advice spanning investment, protection, education, retirement and broader wellness, according to an influential report
The COVID-19 pandemic has Australians experiencing a heightened awareness of their health and well-being. This makes it a good time to reassess their insurance needs.
As Australian companies shift their view of work from home as a stop-gap to something more permanent, one expert explains why trust and communication are the key ingredients.
Portfolio review and asset allocation are critical during heightened market volatility. And there are lessons to be learnt from how fund managers handle similar challenges.
One of the biggest challenges is working out which financial advice fees are tax deductible. Here we break down the relevant principles.
ASIC wants financial advisers to meet both the challenges of COVID-19 and the needs of their clients. Here’s what the regulator is focusing on.
The FPA believes the advice industry now sees technology as a partner in enhancing the outcomes a client receives from working with a professional financial planner.
New entrants to the financial advice industry will have their first 12 months mapped out by FASEA rules designed to ensure relevant skills are learned under close supervision.
Supporting clients in the face of the COVID-19 pandemic is no easy task. But supporting them properly can mean addressing both emotional and financial stress.
The digitisation of advice is often cited as one of the biggest challenges facing advisers today. But technology could have a profound effect on how insurance is sold.
During times of crisis, it is important for financial advisers to be a voice of reason. As one expert notes, it is sometimes hardest getting clients to do nothing.
Times of volatility may call for revised trading strategies. This piece looks at areas where advisers can improve, especially when placing large trades in the marketplace.
FASEA’s Code of Ethics now applies to all financial advisers. Here’s what you need to know about adapting to the current regulatory guidance.
Business owners should have a succession strategy in place but effective transitions for advice practice principals are being complicated by several factors including COVID-19.
Financial inequality remains a reality for many women who earn less than men or who take time out of the workforce. An adviser who specialises in female clients offers her view.
Working openly with others in a sharing culture to achieve better outcomes for the business has never been easier. Here are six actions to unlock the power of collaboration.
CommSec Senior Economist Ryan Felsman considers how the recovery from COVID-19 will play out and picks the sectors most likely to thrive and flounder.
Financial advisers working remotely for long periods will need to be informed, prepared and resilient. An expert offers advice on dealing with this unprecedented disruption.
In periods of market volatility it is vital that advisers keep clients focused on their plan. It is also a chance to reinforce why financial advice is integral to meeting long-term goals.
A great company culture can produce both an engaged workforce and a healthy bottom line. But everyone from the office assistant to the managing director needs to be involved.
The sharing economy will continue to disrupt established businesses but CommSec Chief Equities Economist Craig James warns that incumbents are increasingly finding ways to fight back.
An expert analyses the three key trends he says will drive the evolution of cybersecurity in Australian financial services over the next 12 months.
SMSFs take time to do well – but of course so do many other things in the average client’s life. An expert suggests financial advisers draw on past experience to ensure clients are aware of potential complexities.
Video can be a used as a powerful tool when face to face meetings are no longer an option. They can be used to introduce the adviser to new audiences, and to explain complicated concepts to their clients.
Economic backdrop: Market volatility at record highs; what should investors look at in a volatile market; and keeping an eye on your portfolio
Criticism from a colleague or client, even if it is well intended, can come as a bit of a shock. Here’s how a behavioural finance expert suggests dealing with feedback.
In response to the new Code of Ethics for financial advisers, FASEA has issued guidelines to help advisers understand the requirements.
The proliferation of social media platforms means there are more options than you likely have time. Here’s how to determine where to best focus your efforts.
How do you get the most out of your meetings with an adviser? Here are eight great tips for getting the most out of your time together.
Do you really need an advertising budget or can you use social media to grow your digital brand and your business?
Here’s how to use neuroscience and the working of the brain to understand how you can lead yourself and others much more effectively.
Meetings are a necessary part of doing business but they can also eat into your day. How do you get more out of your meetings in less time while enhancing collaboration?
Financial advisers are under pressure to comply with new education requirements. But it may not be as overwhelming as you think.
Here we explore the tools and technical abilities you will need to set up your own podcast and how to come up with great content.
Your intuition may be the answer to guiding your business decisions.
The way advisers communicate is just as important as what they say. Here’s how incorporating good communication practices into the workplace will improve its culture.
Clients with different financial needs still need advice. So what is the best way to provide it when they’re struggling to make ends meet?
Employees are covered when it comes to superannuation with the ATO’s matching initiative.
Chemistry isn’t limited to science - having rapport with your client is key to boosting your business.
While you might think it’s the lazy itch getting to you, it turns out having too much work can make you shut off. Here’s how to balance that.
Joint families may come with some financial baggage. Encouraging disclosure of their history is a great way to give them a healthy financial start.
76% of workers struggle with their well-being. Knowing how to take care of your health will not just benefit you, but your company too.
Taking action now to safeguard your business against attacks can save you time, money and your reputation.
Understanding how to attract clients through video will help your business bloom
Understanding social styles and being a versatile communicator can improve your business performance.
Can you tell whether a potential new client is the right fit for your business?
ASIC is inviting submissions on whether internal dispute resolution schemes should proactively address complaints made on a firm’s social media platform.
Remaining focussed on the financial fallout is the best way to walk the fine line between adviser and mentor.
Amidst financial and practical decisions to make, a strong financial practise needs to meet these certain criteria to create a strong foundation.
No matter how skilled you are, when not everything is in your control, things can sometimes go wrong. Here’s how to work through these roadblocks.
Staff training underpins innovative organisations. But not just any training. Commonwealth Bank’s latest Business Insights report analyses which programs work best.
Three ways to make flexible working arrangements realistic for financial advice practices.
FASEA announced a revised education framework in late-2018 with some welcome modifications. Here’s what financial advisers may not know about the blueprint.