Features

Fact Check: BetaShares Australian Equities Bear Hedge

Laura Dew writes the BetaShares Australian Equities Bear Hedge fund is one of the few Australian equity funds outperforming the market in these turbulent times....

Expert Analysis

Easing the regulatory burden during a pandemic

As Australia moves under lockdown, ASIC needs to ease the regulatory burden for advisers unable to meet face-to-face with clients, writes Shannon Bernasconi....

Expert Analysis

Inoculating against a potential fraud pandemic

We all need to keep our vigilance high during these extraordinary times, but perhaps nowhere is our attention more warranted than over money and data, writes Dean Martin....

Expert Analysis

Helping your clients understand estate planning

It is critical that people understand what happens in that often-unknown process of passing away and are prepared with a will, writes Anna Hacker....

Tools & guides

Establishing client type

There are subjective trends in the distinction between retail and wholesale clients, writes David Barrett, and it is important advisers get it right to avoid costly mista...

Outsider

Outsider, like Banjo, is yearning for the wide, open spaces

Well, apologies to Banjo Paterson because Outsider’s working from home arrangements are not quite that bad, although Outsider notes that Banjo, writing Clancy of the Over...

Outsider

No fun unless you name names

Nothing annoys Outsider more than fellow hacks failing to point fingers and name names and so he wants to know the identity of the senior financial services type who, wit...

Outsider

Achieving social distancing by leveraging holiday geography

Hats off to a certain life insurance sector identity who knows how to leverage both time and space....

Editorial

Advisers shine amid COVID-19 but is Frydenberg aware of the glow?

Financial advisers have been the subject of some highly negative publicity over the past decade but their good works have been seen to shine as they help clients navigate...

Features

InFocus: If ever there was a need for good advice then it’s now

Mike Taylor writes that the services of experienced financial advisers have never been in greater demand as clients attempt to come to terms with the market volatility be...

Features

Keep calm and carry on

The chaos caused by COVID-19 is likely to be the final straw to tip Australia into its first recession in 30 years, with managers saying it could be ‘hard to escape’, Lau...

Features

Are managed accounts suitable for all?

While managed accounts have been steadily growing in Australia, there are still a number of advisers who have doubts when it comes to outsourcing their investment process...