Bell Financial Group Ltd (BFG), a diversified financial services business, has made a non-binding proposal to the board of SelfWealth Ltd (ASX: SWF) to acquire 100% of SelfWealth for $0.22... Read more continue reading
14
Nov
2024
intelliflo, the global cloud-based technology solution for financial advisers, has launched an integration with Capital Preferences’ Client Engagement Suite. This partnership combines intelliflo’s leading adviser platform with Capital Preferences’ expertise in behavioural economics... Read more continue reading
13
Nov
2024
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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 [...]