All Articles tagged with 'Dan Miles'

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Innova wins IMAP award for multi-asset managed account

From Innova Asset Management

Innova Asset Management has won the multi-asset award at this year’s IMAP Managed Account Awards with the judges noting the firm’s standout competence in asset allocation expertise, risk management and

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04 Sep 2024

Mental overload often results in poor investor decisions: Advisers are key role to overcoming investor biases

From Innova Asset Management

Investors often rely on mental shortcuts and biases to manage their investments but these can result in poor decision-making and behaviour that can have a long lasting impact on their finances;

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12 Jul 2024

Millennials locked out of the property market, but super a good option

From Innova Asset Management

Millennials are firmly locked out of the Australian property market and with average dwelling prices in NSW sitting above $1.2 million, now is time for younger Australians to consider other

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18 Jun 2024

Many older Australians should be investing differently given low superannuation savings

From Innova Asset Management

An analysis of APRA data reveals that about 60 per cent of MySuper accounts held by pre-retirees, or those aged 60 to 64 years, had low savings balances below $100,000 –

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24 Apr 2024

Investing targeting four key equity factors delivers long-term outperformance

From Innova Asset Management

An equity portfolio built with shares displaying value, momentum, low volatility and quality characteristics will likely outperform a traditional portfolio tracking a market-capitalisation weighted index over the long term, according

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16 Apr 2024

Most fund managers deliver inconsistent returns and don’t add extra value through management skill, research reveals

From Innova Asset Management

Analysis conducted by Innova Asset Management of more than 100 Australian equity managers reveals that the two strongest factors driving share return variability in Australia are momentum and valuation and

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13 Feb 2024

Millions of Australians lose by leaving savings in default MySuper funds

From Innova Asset Management

More than 5.2 million young Australians are missing out on higher superannuation returns by investing their retirement savings in default MySuper accounts, rather than investigating other investment options, according to

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14 Dec 2023

Former ANZ Managing Director to lead expansion for Fortnum Financial Group

From Fortnum Financial Group

Neil Younger has been appointed Managing Director of Fortnum Financial Group, as the group prepares to embark on a significant expansion program. Mr Younger will work closely with Fortnum Financial

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17 Nov 2016

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

From Ray Miles, Dan Miles & Jim Stackpool

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

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22 Feb 2016

Earn CPD Points

CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]