Adviser news & insights
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 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 Many automated advice providers are simply replicating the increasingly outdated traditional advice process, which places an investor’s risk tolerance at its apex and delivers product-led solutions.
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 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 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 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 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 22 Jan 2016
New Year’s Resolutions for 2016
Buy and hold is a great strategy in a bull market, but it does mean you lose money in a bear market or find it hard in a sideways one. Julia Lee proposes new goals for investors in 2016.
Insights 23 Oct 2015
Why you need to build a small cap share portfolio today
The ASX All Ordinaries has rebounded close to 9 per cent in the past few weeks, and is down almost 10 per cent from its multi year high six months ago, but really, it doesn’t matter when you start your share portfolio, as long as you start it.
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.
Insights 24 Aug 2015
Fintechs shake up banking, providing investment opportunities
Fintech — financial services underpinned by technology — may not be new but the pace of change has never been faster. It is a crucial trend that Australian investors need to be aware of, given financial stocks make up almost half of the S&P/ASX200.