CPD: Resolutions for a new year

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As the end of the year rapidly approaches, clients will be planning for 2018. In this article, Centuria looks at ways to encourage clients to build their investments in the year ahead, whatever their longer-term goal. Year end is a time for people to take stock and plan for the year ahead. This often involves […]

CPD: Property – take an alternative view

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From affordable housing to agriculture, student accommodation to co-working space, Australia is slowly following the lead of other markets and offering an increasing number of alternative property opportunities to investors. In this article, DomaCom explores the world of alternative property and examines a range of investment opportunities that lie in diversified property assets, assets that […]

CPD: Trauma and your practice

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Unfortunately, a large number of Australian’s experience traumatic personal injury or illness every day. Many receive lump sum insurance or compensation payments, but are not always able to access financial advice appropriate for, and tailored to, their circumstances. In this article, Zurich explores the incidence of traumatic injury and its far-reaching impact on individuals and […]

CPD: Machine learning

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Both machine learning and artificial intelligence have been in the headlines a lot lately; not only in the financial press, but also in mainstream titles. This article from Grant Samuel Funds Management (GSFM) explores machine learning – what it is, how it applies to every day life and importantly, how it applies to investment. GSFM […]

CPD: Investment lessons for the next generation

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The importance of financial literacy is recognised worldwide, with programs in most OECD countries and many developing nations, to help people better manage their financial circumstances. In this article, Centuria examines financial literacy in Australia and discusses strategies to help your clients teach these important lessons to their children and grandchildren. What is financial literacy? […]

CPD: The first layer of defence – value

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Buying any asset – equities, bonds, property, infrastructure – at the right price increases the probability of having a successful investing outcome. However the price you pay is, on its own, a very poor indicator of what something is ‘worth’. There is an old joke which asks, “What’s the definition of a stock which has […]

CPD: How advisers can do their due diligence on listed investment companies (LICs)

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A close up on listed investment companies (LICs): factors advisers should analyse for due diligence purposes. In this article, Geoff Driver, General Manager – Business Development & Investor Relations at Australian Foundation Investment Company (AFIC) explains how financial advisers can best assess whether and which LICs are right for their clients, and how investment managers […]

CPD: The second layer of defence – intelligent diversification

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It doesn’t matter how confident you are about an investment view, no one can accurately predict the future. Even five years ago, probably very few people would have thought negative rates would be as widespread as they were last year. Therefore as an investor, it is important that no single investment position you hold should […]

CPD: Beyond Bitcoin – The dawn of “cryptoeconomics”

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While the price of a bitcoin has soared to more than USD 4,500 in recent months, the media and many investors focus too much on bitcoin’s price, betraying little understanding of more fundamental institutional developments. Payden & Rygel’s economics team has penned this article to help catch investors up on “cryptoeconomics” and urge them not […]

CPD: The ETF landscape of the future

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Australian investors continue to pour money into ETFs, with September breaking yet more records in terms of inflows and total ETF market cap. In this article, OpenMarkets examines the stellar rise of ETFs since humble beginnings, and looks at some of the next generation ETFs emerging in Australia and overseas. Financial advisers, brokers and investors […]