What Price Valuable Advice? How to recognise valuable, affordable financial advice

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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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Gen Y or Gen Rent? AMP Capital finds investor benefits for US apartment REITs as home ownership declines

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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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Retirement guarantees – are they worth it?

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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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Institutional investors embrace risk in pursuit of better returns and yield, finds Natixis survey

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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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More equity allocations in post-retirement portfolios are needed

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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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Tracking the Alpha Female – six techniques financial advisers can employ when working with female investors

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In line with International Women’s Day, State Street Global Advisors’ SPDR ETF business has released its Tracking the Alpha Female whitepaper, which explores six techniques financial advisers can employ when working with female investors. Overview Despite now controlling $11 trillion in investable assets, 39% of women in the US still feel misunderstood by the investment […]

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LIF to create unique opportunities and threats for advisers

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The financial services industry will lose its emotional connection with thousands of clients unless it finds creative ways to stop mature advisers from prematurely retiring ahead of the introduction of the Life Insurance Framework, according to a white paper by ClearView. Titled What’s old is new again, the paper claims many mature advisers in their […]

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AMP Capital shows global listed infrastructure is not just a bond proxy as sovereign yields rise around the world

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Sovereign yields around the world are rising off the back of rising inflation expectations and political events such as the election of President Trump in the US but rising interest rates don’t correlate to lower returns for infrastructure stocks, says AMP Capital. According to AMP Capital’s latest whitepaper, Not Just a Bond Proxy, this rising […]

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Global income strategies for Australian investors

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State Street Global Advisors’ SPDR ETF business has released its Global Income Strategies for Australian Investors whitepaper, which details the opportunities for Australian investors to access new income opportunities through global income ETFs. Overview Following the market volatility of recent years, Australian investors have shown a strong appetite for yield-oriented investments. Our ageing population, combined […]

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Accountants face a bright future but on one condition, according to new paper

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Accounting will be one of the next professions savaged by digital disruption with up to 40 per cent of the work traditionally completed by accountants already being done by cloud-based computer programs and cheap, qualified bookkeepers, according to a confronting new white paper by non-institutionally owned licensee GPS Wealth. According to the Paper’s author Greg […]

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