The kiss and slap from ASIC
This seems like good news for advisers. A signal of good intent for demand to come.
Alex Burke
September 4, 2019
This seems like good news for advisers. A signal of good intent for demand to come.
Your clients are probably already quite familiar with the company, and might have even seen a few charging stations for Tesla cars here and there. This is why, to many, buying Tesla shares seems like a good investment.
Conversely, an older company like Honda looks like investing in the past – but what if there were aspects about the two companies, and the world at large, that meant the opposite was true?
This piece by Orbis Investments explores that very idea.
In this piece, you will learn:
Tasked with identifying new and interesting streams of education for our community, I am always looking for new ideas, and different ways to continue the conversation with you, our industry, to demonstrate thought leadership, new ways of thinking, challenges and solutions. Our education has to be entertaining, personal and different.
2017 has been another year of change and reform – from the establishment of FASEA, to the confirmation of a Royal Commission in 2018. In her final blog for the year, Vanessa Stoykov recaps on how, in spite of these changes, this year has also reignited hope
What’s the biggest risk facing your clients at present? How about the biggest risk facing their children? It might not be what you think.
Although there have been significant wealth transfers in the past, this time is different, says Jenny Josling of Orbis Investments. Discover how you can help your clients adopt a long-term mindset for wealth creation, and what’s at risk if they don’t.
In the next instalment of our Reinvention conversation, Jenny Josling from Orbis Investments talks about the art of thinking intergenerationally about wealth. This is something she has had much experience in, running the Australian arm of a business that has spawned five generations of stock pickers, and was founded by a man who structured the ownership of the firm to support his philanthropic endeavours.
At first this was a way of approaching wealth that did not come naturally to me.
Are your clients part of the 81 per cent of Australians who will fall short of being able to comfortably retire?
Big picture ideas are important and necessary in helping the financial services industry progress, however, it’s imperative advisers don’t lose focus around the running of their businesses, Rod Bertino says.
The results of our recent Economic Fingerprint game told us a lot about the average Australian investor. Well, at least over 700 of them who demonstrated their preferences for how they would invest their money for a specific goal – predominately retirement.
Baby boomers are approaching retirement without a clear understanding of how they will generate retirement income. These consumers need guidance to explain what strategies they can employ to retire comfortably.
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