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Everything from InvestSMART Group

Ethical investing leads to more winners

From InvestSMART Group

Taking an ethical stance with your investment choices doesn’t condemn you to under-performance. While there’s a long-held misconception that ethical investors pay dearly for the privilege of favouring companies committed

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04 Sep 2020

InvestSMART to offer Australian-first capped fees

From InvestSMART Group

Digital wealth provider InvestSMART has announced an industry-first pricing model that will enable advisers to offer their clients access to diversified portfolios at a fraction of the cost. Using the

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13 Nov 2018

InvestSMART continues to lower cost of investing through Professionally Managed Accounts (PMAs)

From InvestSMART Group

Digital wealth provider InvestSMART, has announced the launch of low-cost Professionally Managed Accounts (PMAs*), as part of its mission to help lower the total cost of investing for Australians. Following the

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05 Nov 2018

Paying just 1% more in fees could slash your investment by 26%

From InvestSMART Group

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

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17 Oct 2018

$414bn of Australia’s hard earned cash is invested in underperforming funds

From InvestSMART Group

Research from digital wealth provider InvestSMART has shown many of the country’s biggest fund managers are charging fees for no, or underwhelming, performance. InvestSMART modelling of Morningstar data shows over

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25 Sep 2018

Stop the confusion, cut the jargon and keep it simple, says InvestSMART

From InvestSMART Group

Digital wealth provider InvestSMART, has called on the finance industry to stop confusing Australians with unnecessary jargon and to keep things simple. InvestSMART has this week launched an enhanced offer and

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04 Sep 2018

InvestSMART Active ETF debuts on the ASX

From InvestSMART Group

InvestSMART Group Limited (ASX Code: INV) has debuted its first ASX listed fund – an active ETF – designed to deliver investors income without sacrificing capital gains. The InvestSMART Australian

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20 Jun 2018

InvestSMART to launch new Active ETF

From InvestSMART Group

InvestSMART Group Limited (ASX Code: INV) has announced it will launch an Active ETF, that delivers investors income without sacrificing capital gains. InvestSMART has lodged the product disclosure statement for

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10 May 2018

Earn CPD Points

CPD: A TTR strategy for modern retirement
We are currently witnessing one of the most significant demographic transformations in Australia’s history. Over the next decade, an estimated 2.5 million Australians are expected to enter retirement[1]. This article, [...]
CPD: Trend following in uncertain times
Trend following strategies aim to generate returns by capturing sustained price movements across a diverse range of asset classes. Unlike traditional investment approaches that rely on valuation or forecasting, trend [...]
CPD: Aged care advice and ethics
Data from the Australian Institute of Health and Welfare (AIHW) shows that Australia’s population aged 65 and over is projected to reach 22% – or 8.8 million people – by [...]
CPD: AI governance – a practical framework for advisers
Regulator scrutiny of AI governance just got serious In years to come, they may well call it the ‘Mythos effect’ – the point in early 2026 where all the concerns [...]
CPD: Thinking outside the box – providing a loved one a paycheque for life
Australia’s great wealth transfer is well underway. An estimated $5.4 trillion is expected to pass from those aged 60 and over to younger generations within the next two decades.[1] In [...]