Political risk affects how assets are held

From

Australian investors must recognise that political risk is currently a significant consideration in wealth creation and management, Matt Walsh, head of Lifeplan, has warned. “Managing political risk clearly involves the diversification of assets and asset classes but what is not so widely understood is that it should involve the diversification of how investments are held. […]

continue reading

Do you have less than 10 years to retirement?

From

Do you have less than 10 years to retirement and are relying on picking the right shares to build your wealth? STOP. You are wasting your time. Here is why: S&P Global run a scorecard called the “S&P Indices Versus Active Funds” (aka SPIVA). This scorecard tracks the performance of active managers in the USA, Europe […]

continue reading

ASIC encourages Indigenous consumers to ‘take a minute with their money’

From

To mark NAIDOC Week (3-10 July 2016), ASIC has released a new series of videos designed to help Indigenous consumers with key money decisions. They encourage people to take time to think things over and walk away from high pressure sales situations. The new videos focus on three key financial topics reflecting issues identified by […]

continue reading

End of financial year a great time for financial goals check: AMP Capital

From

Investors should revisit and refresh their financial goals in time for the start of the new financial year,according to AMP Capital. AMP Capital’s End of Financial Year (EOFY) investment checklist ensures customers are in optimum financial shape for the year ahead. While tax is often the focus for individuals in the lead up to 30 […]

continue reading

New life insurance study exposes real claimant experiences

From

All Life Insurance companies should step forward to allow an independent assessment of the experience of their life insurance, Trauma, TPD and income protection claimants from the last twelve months to ensure future customer satisfaction. According to interim results from the Beddoes Institute’s Claimant Journey Study, three of the biggest life insurance companies have done […]

continue reading

Financial advisers play increasingly important role for Australians, Legg Mason survey

From

A rising number of Australian investors are seeking out professional financial advice and have considerable trust in their advice, according to the Legg Mason 2016 Global Investment Survey. Legg Mason surveyed 4,103 high net worth investors aged from 40 to 75 (“investors”) and 1,267 high net worth investors aged 18 to 39 (“millennials”) about their […]

continue reading

Affluent join millennials in adopting automated investing services

From

Changes to superannuation, particularly the $500,000 life-time cap on after-tax contributions to superannuation, have left wealthy investors searching for a new cost-effective structure in which to accumulate wealth, and automated investment management solutions could be the answer. QuietGrowth CEO, Dilip Sankarreddy, said: “Millennials have been early adopters of automated investing solutions around the world, including […]

continue reading

TAL focused on health for customers

From

The role of health services and medicine is intrinsically embedded in the business of a life insurance company. TAL is committed to the long term health and wellbeing of its customers, in addition to the financial support it provides. TAL aims to evolve the end to end customer experience through new investment in health services […]

continue reading

Planners at risk in new financial environment if Fixed Income definition not clarified correctly

From

Industry consultant John Wiseman warns financial planners are at risk in the current economic environment of interest rates falling to historical lows if they fail to correctly clarify the role of Fixed Income as a defensive asset in a client’s portfolio. Using an example of a client with risk profile that has identified them as […]

continue reading

What’s the impact of an ageing population on government debt?

From

We know declining birth rates and increasing life expectancies are resulting in seismic shifts in the demographics of the developed world. But how does this aging population impact global government debt? What are the potential repercussions? And what counteractions can be taken? Greg Goodsell, Global Equity Strategist at 4 Dimensions Infrastructure explains. Post the global […]

continue reading