Thematics Asset Management, an affiliate of Natixis Investment Managers, explores the growing concern of human safety during an age where climate change and natural disasters are becoming increasingly predominant whilst delving into how this theme creates opportunities to invest for a better future. Increasing urbanisation, an ageing and shrinking workforce and adaptation to climate change are examples of... Read more continue reading
20
Jan
2020
Sage, the market leader in cloud business management solutions, has today released new research CFO 3.0 – digital transformation beyond financial management highlighting the impact of digital transformation on Australia’s mid-sized companies. The whitepaper highlights that while cloud adoption is high in Australia, CFOs are not fully leveraging the capabilities of financial management technology. As... Read more continue reading
29
Aug
2019
The financial advice landscape has changed dramatically in recent years, particularly in relation to the stated requirement for advice to address likely future needs (see FASEA Code of Ethics, Standard 6). Nowhere is this more compelling than in retirement planning. The changing regulatory environment has combined with increasing longevity and frailty issues to raise the... Read more continue reading
02
Jul
2019
Australia has one of the world’s best health care systems but high out-of-pocket costs, decreasing health insurance affordability, and a lack of transparency around specialists’ fees and patient outcomes are undermining the current system. Yesterday, the Actuaries Institute launched a Green Paper, How to Make Private Health Insurance Healthier. The Institute identifies several major opportunities... Read more continue reading
04
Jun
2019
New research from digital wealth provider InvestSMART is putting the spotlight on the devastating effect high fees and costs can have on investor nest eggs. Data modelling in InvestSMART’s new paper, How fees can destroy your wealth, shows someone who had invested $100,000 in Australian shares over the 30 years to June 2018 at a fee... Read more continue reading
17
Oct
2018
Regrettably, for all their best intentions, a great number of marriages and relationships end in divorce or separation and the ramifications on personal finances are often immense said Cardena Private Wealth (Cardena) Director Iain Reid. It was for this reason that the boutique wealth management and advisory firm recently released a white paper ‘Dealing with the... Read more continue reading
16
Oct
2018
Running an advice business will become increasingly challenging in the future, unless they can gain the necessary advantages of scale, while avoiding the issues identified by the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry, according to a new whitepaper from Fortnum Private Wealth. According to the Fortnum whitepaper, The Advice... Read more continue reading
10
Oct
2018
Moderate changes to Australia’s social support programs could deliver better outcomes for those receiving assistance and result in billions of dollars in budget savings, according to a paper published by actuary Hugh Miller. For each vulnerable individual, social service spending across welfare, housing, health care, justice and child protection can easily amount to $500,000 to... Read more continue reading
27
Sep
2018
The managed accounts segment is on the cusp of a revolution in managed portfolio design and functionality, says leading wealth management platform HUB24 (ASX: HUB). The $60 billion already invested in managed accounts is forecast to grow at 40% a year for at least the next two years, taking the managed account industry to more... Read more continue reading
12
Sep
2018
One in two (58 percent) employees state they want their employers to provide financial wellbeing tools, but only 14 percent of employers currently provide them, according to Map My Plan, a fintech firm which improves the financial fitness of Australians. In its Financial Stress in the Australian Workplace (the Insight Paper), released yesterday, Map My Plan revealed... Read more continue reading
05
Sep
2018
Earn CPD Points
CPD: Surviving the dividend droughtIntroduction The Australian market declined sharply from the 20 February
CPD: Ethics and investmentsMost clients cannot meet their financial objectives without the design
CPD: Factor investing - an introductionIntroduction Any list of the hottest topics in investment management
CPD: Economic freeze sends US oil price sub-zeroWhile reviewing the overnight market on the 21st of April
CPD: Fed to go negative? Any idea can seem ‘crazy’ until it becomes factThe market is becoming focused on whether the Federal Reserve
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