The stock market as monetary policy junkie: Quantifying the Fed’s impact on the S&P 500

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One of the stated goals of the policies that the Fed has been pursuing since the Global Financial Crisis is to raise asset prices. In this short White Paper GMO shows that this has been standard operating procedure for the Fed since Greenspan’s tenure began. However, the transmission mechanism doesn’t appear to be lower rates, lowering the... Read more continue reading

Homesafe welcomes “Unlocking housing wealth” green paper & focus on funding ageing population

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Homesafe Solutions MD and founder Peter Szabo welcomes the Actuaries Institute recently released green paper Unlocking Housing Wealth and the attention it has generated on the issue of funding Australia’s ageing population and their retirement living concerns. In 2005 Peter Szabo in partnership with Bendigo Bank sought to provide an alternative for senior homeowners to... Read more continue reading

Roadmap for a new landscape: managing wealth across generations

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State Street Global Advisors has released a research whitepaper, ‘Managing the Transition of Wealth Across Generations’, that looks at strategies for financial advisors looking to plan for the transfer of their clients’ assets across generations. There are a number of strategies that financial advisors can employ to transform their client’s attitudes about wealth transfer planning,... Read more continue reading

New white paper finds culture is the most critical issue for the advice industry

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Three prominent financial services professionals have banded together to launch a new white paper detailing the key reasons why Australians don’t trust financial advisers, and what must urgently happen to create real and positive change so more people seek and receive quality advice, ahead of the next inevitable market downturn. Titled, And the walls came tumbling down: Why... Read more continue reading

The time to act is now to save retirement

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MLC releases new whitepaper and calls for a more informed debate on the future of our superannuation system Almost one-in-two Australians say they are living ‘pay-cheque to pay-cheque’ 48% of Australians say ‘Living comfortably’ requires at least $150,000 annually An overwhelming majority say that being worth $1,000,000 does not make you rich in Australia today NAB-owned wealth... Read more continue reading

Standard Life Investments highlights the impact of millennials on values based investing

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Global investment manager, Standard Life Investments has issued a White Paper examining the rise of the millennials and their impact on values-based investing. It explores millennials’ potential impact on traditional financial management, as well as the many opportunities they create for the industry. The report highlights that millennials want to invest in companies that achieve positive... Read more continue reading

SMAs provide ‘best of both worlds’ for planners and investors – JBWere

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Investors and financial planners are increasingly turning to separately managed accounts (SMAs) to provide the benefits of professional management, but with the transparency and low cost of direct investments, according to new research from leading Australian private wealth manager JBWere. A white paper released yesterday by JBWere – The evolution of SMAs: what do planners and... Read more continue reading

White Paper: Political risk and emerging market investing

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At a time of heightened global political risk, Eurasia Group and Nikko Asset Management are partnering to bring together Eurasia Group’s proprietary geopolitical risk indicators within Nikko Asset Management’s multi-asset investment management process. The partnership will offer global investors a risk-controlled means of getting exposure to emerging markets. This new approach to risk management is... Read more continue reading

White papers – a great source for valuable content marketing

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President and Founder of US Based i-Impact Group Mr. Claudio O. Pannunzio never ceases to underscore with his financial adviser and planner clients that to stand out and engage audiences in today’s super crowded marketing landscape strong content marketing is imperative. “Consumers are disconnecting from traditional marketing activities often ignoring TV, radio, newspaper and magazine... Read more continue reading

Australian Unity welcomes a mutual approach to delivering public services

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Welcoming the launch of the Business Council of Cooperatives and Mutuals’ white paper: Public Service Mutuals: a third way for delivering public services in Australia, Group Executive Kimina Lyall said the inherent characteristics of mutual organisations—focused on returning profits to improve services for members—make them ideally suited to deliver public services. Mutual companies such as Australian... Read more continue reading