expert analysis

Expert Analysis

Focusing on wellbeing strengthens the adviser-client relationship

Margo Lydon says financial advisers should consider clients’ mental and emotional wellbeing if they want to build high-trust relationships....

Expert Analysis

Lessons in culture, leadership, and accountability from the banking royal commission

As a year dominated by the Royal Commission draws to a close, Jenny Johanson looks at what the industry needs to do to rebuild trust, improve governance, and bounce back ...

Expert Analysis

Signs of a shift in assessing climate risk

Pablo Berrutti writes that as regulators and companies show increasing focus on climate change, investors cannot afford either financially or ethically to look away from ...

Expert Analysis

Floating rate bonds skyrocket in popularity

Investors are increasingly looking to both USD and AUD-denominated floating rate bonds as they seek portfolio protection and consistent returns in a landscape where inter...

Expert Analysis

Looking under the hood: 3 things investors should know about ETF transparency

From keeping track of a fund’s fees to reviewing its daily holdings to shedding light on its investment strategy, the transparency of ETFs offers many benefits to investo...

Expert Analysis

Property investment more than just attractive buildings

Chris Bedingfield looks at why savvy property investors need to look at more than the building to maximise returns....

Expert Analysis

The foreign exchange forecasting dilemma

Simson Sanaphay offers a framework for determining when the USD will be strong and weak, looking at the current market and political landscape to establish where the doll...

Expert Analysis

CEO pay at unprecedented levels – what to do?

With salary packages and bonuses for chief executives hitting almost unheard of levels, ...

Expert Analysis

The firm of the future: personalisation, technology and engaging the next generation

David Clatworthy writes that financial advice businesses that focus on personalising their advice offerings and utilising digital experiences will be best placed to attra...

Expert Analysis

High-yield bonds: a growing market

Elizabeth Moran writes that the development of the high-yield bond market in Australia provides investors with an opportunity to help fund local companies while earning h...

Expert Analysis

“Get ‘em while they’re young”: superannuation needs education

The superannuation industry needs to better engage with younger people, with options for doing so ranging from reward programs for kids to education for young adults, Dan...

Expert Analysis

Financial Planning in 2018 is about preparing for change

With another round of Royal Commission hearings having drawn to a close and proposed education reforms remaining somewhat unknown, Matt Swieconek looks at how the changes...

Expert Analysis

Home Care an option for few

With aged care a key policy issue for providers and the Government alike at the moment, Troy Smith looks at the intricacies of applying and getting approved for home care...

Expert Analysis

Understanding vulnerable clients: a growing requirement for financial advisers

As Australia’s population, and planners’ client base, grows increasingly older, advisers need to be positioned to give guidance on powers of attorney, statutory wills and...

Expert Analysis

Should investors be worried about the wide spreads on some ETPs?

Arian Neiron breaks down the Australian Securities and Investments Commission’s recent report on exchange-traded products, exploring why the regulator warned of wide spre...