FinaMetrica has won the ‘Best Risk Profiling Solution’ award at the 2nd WealthBriefing Swiss Awards. One of just two firm to be shortlisted in the Risk Profiling category, the triumph is... Read more continue reading
02
Apr
2015
Furthering its longstanding commitment to supporting professional development among the professionals it serves, BOQ Specialist announced an industry-first partnership to be the Association of Financial Advisers’ (AFA) preferred financial services provider. The agreement... Read more continue reading
01
Apr
2015
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CPD: The structural advantage of US middle market private creditPrivate credit has moved from a niche institutional allocation to a mainstream component of modern portfolio construction. It offers advisers a compelling way to enhance income, diversification and portfolio resilience. [...]
CPD: Rupture and resilienceThe global economy is no longer gliding along a familiar path of ongoing globalization and increasing integration. In the words of Canadian Prime Minister Mark Carney, the world is undergoing [...]
CPD: A TTR strategy for modern retirementWe are currently witnessing one of the most significant demographic transformations in Australia’s history. Over the next decade, an estimated 2.5 million Australians are expected to enter retirement[1]. This article, [...]
CPD: Trend following in uncertain timesTrend following strategies aim to generate returns by capturing sustained price movements across a diverse range of asset classes. Unlike traditional investment approaches that rely on valuation or forecasting, trend [...]
CPD: Aged care advice and ethicsData from the Australian Institute of Health and Welfare (AIHW) shows that Australia’s population aged 65 and over is projected to reach 22% – or 8.8 million people – by [...]