Market Insights

Knowledge Centre

PIMCO’s Cyclical Outlook: Growing, But Slowing

We see growth slowing, but not an imminent recession. We invest accordingly....

Knowledge Centre

My husband and I are approaching retirement. We have about $800,000 between us saved in super and are wondering what to do with it. We are thinking of taking it all out...

Knowledge Centre

The future of financial advice is coming. Are you prepared?

Grow your skills with expert-led, on-demand courses at Risk Academy. Together, let’s work together to improve the quality of Advice. ...

Knowledge Centre

How digital is driving innovation in underwriting

MLC Life Insurance has gained efficiencies with their new digital underwriting platform. The platform is also providing analytics that allows them to quickly review under...

Knowledge Centre

Remove SMSF headaches with periodic processing

TBAR and the new ECPI requirements mean the inevitable move away from annual processing....

Knowledge Centre

Goals-based advice and managed accounts

Managed accounts go hand-in-hand with a goals-based approach to advice, because you can align your clients to a portfolio that closely matches their financial objectives....

Knowledge Centre

How can your business be more efficient?

For the 64% of advisers who find efficiency is their biggest business challenge, technology can help them overcome the problem and spend more time on what matters most – ...

Knowledge Centre

Positioning for rates, preparing for opportunity

PIMCO on positioning for rising rates, the impact of fuller valuations on volatility and why flexibility is the key to generating attractive returns...

Knowledge Centre

SMSF Software Selection Checklist

Spotting the differences in SMSF software can be tricky. This checklist will help you clearly differentiate and compare your options....

Knowledge Centre

A tried and true SMA provider

Whether investors are looking for growth, income, standalone investments or diversification, the broad SMA offering available from Antares, one of the original managed ac...