Bell Direct CEO brings better customer service to online brokingInsights 2nd June 2017
New advanced ETF & mFund filtersInsights 2nd June 2017
Dividend darlings: future brightens for yield stocksInsights 30th March 2017
Insights 30 Mar 2017
Goal tolerance: When goals meet risk tolerance
There are clear reasons why risk tolerance drives the financial advice process.
It produces a simple number, which makes it relatively easy to recommend investment products while maintaining a compliant paper trail. But such a heavy reliance on risk tolerance can also produce significant problems.
Insights 13 Feb 2017
How to tell if your portfolio protection strategy is underperforming
Measuring the true performance of strategies which place a greater emphasis on risk management is sorely lacking and often misleading.
Insights 2 Jun 2017
Build a defensive income stream and diversify your clients’ portfolios
A diversified investment portfolio should include defensive assets, those that balance exposure to growth assets such as equities and property.
Insights 14 Oct 2016
Objectives-based advice: revolution or fad?
A shift is underway, moving client objectives to the forefront of the advice process rather than building advice on compliance-driven measures, aimed at minimising internal business risk.
Insights 11 Jan 2017
Why the automated advice industry can’t leave goals behind
The rise of automated advice and new technology is changing the face of financial planning. However, there’s a problem. Many automated advice providers are simply replicating the increasingly outdated traditional advice process, which places an investor’s risk tolerance at its apex and delivers product-led solutions.
Smarter Trading 24 Jun 2016
New charting functionality
Find out more about the new generation of charting functionality.
Insights 17 Nov 2016
How the new “objective of superannuation” legislation will change funds
The superannuation system is now set to have a clear legislative purpose– and it is one which raises a raft of new questions.
Insights 19 Sep 2016
The $1.6m super cap: How much tax-free income can a retiree draw?
A new superannuation cap is set to bring the days of tax-free retirement income to an end.
Insights 2 Jun 2016
Bell Direct CEO keen on technological innovation
When it comes to innovation in stockbroking, Arnie Selvarajah is a big believer in client feedback and technology.
Insights 26 Jul 2016
Modelling the future with accuracy: Managing the risks
A new wave of online financial advice and engagement tools is rapidly emerging with increasingly sophisticated underlying models and predictive capabilities.
Insights 20 Jun 2016
Mind the gap – understanding gap risk and the cost of protection
It’s important that investors understand the magnitude and frequency of gap risk events if they are to judge whether to protect against them and, if so, which is the most efficient strategy to choose.
Insights 22 Oct 2015
Investment newsletters: making sense of stock recommendations
Investment newsletters remain a popular way for SMSFs and retail investors to trade. But do they deliver results? Bell Direct chief executive Arnie Selvarajah weighs the field.