A new white paper from the Financial Planning Association of Australia (FPA), entitled Mapping Fintech to the Financial Planning Process: Why Fintech is not a Threat, proposes that through the appropriate adoption of fintech, financial planners can achieve greater revenue generation, reduce client costs, and serve more clients with differing levels of advice needs and […]
continue readingInvestors deciding how to allocate their portfolios across actively managed and index investments should follow clear process to avoid arbitrary decision-making, according to a new white paper from Vanguard Australia. The newly published white paper, Making the implicit explicit: A framework for the active-passive decision, outlines a clear process that investors and advisers can follow when […]
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25
Oct
2017
ANZ Wealth yesterday released Life insurance: the case for change, a white paper analysing challenges shaping the life insurance sector, including shifting consumer expectations, increased scrutiny and regulation, pricing pressure and high-tech disruptors. ANZ Wealth Head of Life Insurance, Gerard Kerr said: “The white paper examines how we can build a sustainable industry that protects […]
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21
Sep
2017
Financial advisers have an opportunity to elevate their services into that of ‘financial coach,’ making themselves as relevant to their clients as other lifestyle professionals, according to a new whitepaper by Zurich Life & Investments. BusinessFIT: Navigating toward the advice practice of tomorrow, launched yesterday, is based on findings of a workshop which included some […]
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23
Aug
2017
Colonial First State Global Asset Management’s (CFSGAM) Global Listed Infrastructure team has marked their 10th anniversary by releasing a whitepaper, ‘Past, present, future’, reflecting on the last decade of investing in infrastructure via listed securities. The paper, authored by Andrew Greenup, deputy head of Global Listed Infrastructure at CFSGAM, reviews: The performance the asset class […]
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07
Jul
2017
While many believe that Big Data and convenient technology will make financial advice easier, at Certainty Advice Group they’re not so sure. What truly valuable advice is (and how clients can identify it) is the topic of this nationwide advice firm’s latest white paper, released May 2017. “While accessible, easy apps for your quick ride, […]
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24
May
2017
A major demographic shift in the US has contributed to a steady decline in home ownership since the Global Financial Crisis (GFC), with Generation Y dubbed Generation Rent as millennials delay purchasing a home in the suburbs in favour of renting in the urban core A new AMP Capital whitepaper, Generation Rent, explores this trend, […]
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13
Apr
2017
Freed from the constraints of compulsory annuity purchase, customers in the UK retirement market have entered a brave new world of choosing for themselves which retirement product is best for them. However, this is no easy task. The UK retirement market is now home to a diverse and growing range of products. These products provide […]
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23
Mar
2017
Institutions seek new ways to meet long-term growth and liability goals by simultaneously mitigating and exploiting risk in low-yield, volatile market environment Key strategies include growing use of private investments, illiquid assets, increased exposure to alternatives and greater reliance on risk budgeting and diversification 75% of global institutional investors believe today’s markets are more favorable […]
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16
Mar
2017
Boutique fund manager Merlon Capital Partners has released a new paper Rethinking post-retirement asset allocation, arguing that higher allocations to equities in post-retirement portfolios, with a simple hedging strategy, can improve income and returns with less risk. The paper discusses differences between pre- and post-retirement asset allocation and explores the priorities of retirees and their […]
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13
Mar
2017
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