The Australian Financial Complaints Authority’s Chief Operating Officer, Justin Untersteiner, has been recognised as one of Australia’s leading not-for-profit executives in CEO Magazine’s prestigious Executive of the Year Awards. Mr Untersteiner... Read more continue reading
11
Nov
2022
Young Australians (Generation Z (Gen Z) and Millennials) are putting billions of dollars of inheritance at risk with their current money management behaviours, reveals new research from Findex Group Limited (“Findex”). The research commissioned by Findex, Australasia’s largest... Read more continue reading
10
Nov
2022
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CPD: Quality Growth, ex-GrowthFor much of the post-Global Financial Crisis period, quality growth investing occupied a privileged position within institutional portfolios. The proposition was straightforward: invest in businesses with durable competitive advantages, high [...]
CPD: The case for shareholder yield in client portfoliosFor years, income-focused investors have leaned on a familiar approach: find companies with high dividend yields and hold them. It is a reasonable starting point, but it is an incomplete [...]
CPD: The case for Australian mid-caps – why quality is on saleShare prices move every day. The underlying value of the businesses behind those prices does not move nearly as often, or as much. That distinction matters more than usual right [...]
CPD: Investment bonds revisited – understanding the fundamentals in a changing tax landscapeFor many years, investment bonds have occupied a relatively small corner of the Australian investment landscape. While familiar to some advisers, others may have had limited reason to consider them [...]
CPD: Positioning portfolios for the next world orderKey takeaways The global system is becoming more fragmented and policy-driven, leading to more uneven and less predictable market outcomes. Geopolitical risk is now persistent, showing up not just in [...]