HYBRIDS
Funds management
Advisers should be wary of allocating too heavily to fixed income ETFs, believes BondAdviser’s Charlie Callan, as it could present a diversification risk if the vehicle i...
Financial planning
When it comes to the phase-out of AT1 bonds, Schroders fixed income manager Helen Mason has urged financial advisers to sell up sooner rather than later or risk capital l...
Features
ETF providers are considering the phase-out of bank hybrids in their product development plans with billions of fixed-income assets set to seek a new home in the coming y...
Financial planning
Financial advisers have been urged to consider the role they are using AT1 hybrids for in client portfolios when it comes to deciding on a suitable fixed income replaceme...
Funds management
With AT1s being phased out, what fixed income alternatives can advisers use to replace these assets and the income they provide to clients?...
Funds management
Hybrids had less risk than equities, discretionary distributions and could be converted into equity by the issuer or regulator, according to Evergreen....
Funds management
CommBank has said proposed changes to New Zealand legislation hybrid capital securities will not impact PERLS distributions....
Policy & Regulation
Draft legislation released last week by the Federal Government has addressed hybrid mismatch arrangements within the tax system....
Funds management
BetaShares has launched its first exchanged traded active Australian hybrid fund, the BetaShares Active Australian Hybrids Fund....
Funds management
Hybrids have become the investment of choice for Australians seeking higher yields in a low interest rate environment, according to Morningstar. ...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...