In this CPD course, you will see Vanessa Stoykov, Jenny Josling and Jason Ciccalollo (Orbis Investments) interview 6 CIOs of super funds. They delve into how they got to where they are, topics they are passionate about, investing processes, challenges they have faced and their views on how super can work best for the members.
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In this CPD course, you will watch candid chats with leaders on the future of the financial services industry. This program is where industry leaders discuss change, market evolution and strategy – focusing on politics, advice, superannuation and platforms.
In this CPD course, watch candid conversations Bryce Doherty, CEO at UBS Asset Management has with Senator Andrew Bragg, and Sally Loane at the FSC on the future of the financial services industry.
In this CPD course, you will see Vanessa Stoykov, Jenny Josling and Jason Ciccalollo (Orbis Investments) interview CIOs Suzanne Branton at CareSuper, Damian Graham at First State Super and Michael Block at Australian Catholic Super on where they see investment opportunities, governance, how they value advice and supporting their members.
In this CPD course, you will see Vanessa Stoykov, Jenny Josling and Jason Ciccalollo (Orbis Investments) interview CIOs Sam Sicilia at Hostplus, Ian Patrick at Sunsuper and Kristian Fok at CBUS on their investment strategy, how they value advice, and member engagement and returns.
In this CPD course, Pina Sciarrone from AIA Australia sits down with Kris Mason from MBS Insurance to explore the key things you need to know about the benefits of a risk only business and how scale can work to your advantage.
In this CPD course, Pina Sciarrone from AIA Australia sits down with Dan Blatch from IMFG - Corporate Wealth Solutions, to explore the key things you need to know about setting up the structure of a successful business.
In this CPD course, Pina Sciarrone from AIA Australia sits down with Jessica Brady from Fox & Hare - Financial Advice to explore the key things you need to know when starting a new advice business, and how the Royal Commission and legislative changes have impacted the way they work with clients.
This CPD course, featuring Olympic gold medallist and swimming record-breaker Michael Klim, explores the reasons for the life insurance gap in Australia and the triggers that can lead to a conversation about income protection.
This CPD course, featuring Wallabies star Bernard Foley, explores why clients may have regrets about their position on the property ladder and how to educate them about the cyclicality of certain investments.
As Warren Buffett once said, it pays to be greedy when others are fearful, and fearful when others are greedy. This is never more true than when looking at the global opportunity set, where an abundance of headlines can create a lot of fear and confusion. When investing from a contrarian perspective, these are the moments to take the path less travelled.
Nadun was a doctor who emigrated to Australia with his family. He's young, successful, healthy and passionate about his work - which is why it took everyone by surprise when he had a stroke. But thanks to his financial adviser and the insurance arrangements they made together, he was able to get back to what he does best.
Emerging markets, by their very nature, are characterised by incredibly diverse investment opportunities. And while there are certainly pockets of volatility, Geoffrey Wong explains how a disciplined approach can yield strong risk-adjusted returns.
Soccer star Kyah Simon takes her sport very seriously, and is also passionate about her Aboriginal activism. She was also raised with a keen understanding for the value of money, and with the help of her financial adviser, she’s about to learn even more.
As we’re moving into a projected “Asian Century,” it helps, as investors, to have a deeper understanding of the region than before. Part of that may involve redefining our traditional definitions of “emerging markets” as well as developing keen insights in the opportunities presented by an emerging Asian consumer class.
Despite being an exceptional athlete, Madi's still concerned about paying rent and one day buying a property. It's time she got the lessons she needs to help her reach those goals.
In this Thought Leaders Series, Platinum Asset Management portfolio manager Bianca Ogden discusses why healthcare is becoming such an exciting sector to invest in, touching on the new technologies and distribution methods being deployed and how certain traditional elements of healthcare are being disrupted.
In this series, Projit Chatterjee of UBS Asset Management explains some of the key reasons why investors should be looking to emerging markets for future growth. It’s not just about finding a bargain; it’s understanding the underlying factors that make EM a convincing long-haul proposition.
Pasquale had a young family, a successful pharmacy business and a commitment to good health. Then he had a heart attack. It was completely unexpected and, were it not for his crisis recovery insurance, his medical problem would have been compounded by financial ones. In this series, we look at how insurance helped him not only get back on his feet but also look at making some changes in his life.
In the Thought Leaders Series, OneVue MD Connie Mckeage discusses the challenges the industry has experienced and what can be done to provide support for the industry to move forward in this post Royal Commission environment. Connie also shares a future gaze for the industry and how advancements in technology, the impacts of block chain, and new payments platform will change the way we do business.
Despite living in an age where we’re absolutely deluged with information, it’s becoming increasingly difficult to separate the signal from the noise. This is especially true in investing, where markets can be influenced by something so small as an errant Tweet. In this Market Update series, Platinum CEO Andrew Clifford explores where the true opportunities are hiding.
In this quarterly update, Financial Planning Association chief executive Dante De Gori discusses how the advice industry is being reshaped by reforms, the Royal Commission and the court of popular opinion. While advisers will face multiple challenges over the next few years, De Gori has some practical advice about how to move the industry forward.
An accident or illness can have devastating consequences for clients and that’s before financial considerations are even taken into account. When Carla's daughter was diagnosed with leukaemia she never imagined how much her adviser and AIA insurance would be able to provide the support she needed. Due to having family income protection insurance Carla was able to be there for her child when she needed her most.
In a time of sweeping regulatory change and the entrance and availability of new disruptive technologies, the financial advice is arguably at a precipice - the question is, how do you take the leap? In this series, we talk to four industry experts about how advisers can streamline their business, improve their margins and better articulate their value proposition.
Asia has changed massively over the last few decades, and in ways that the West aren’t seeing. In markets where each person having two smartphones is the new norm, or where domestic brands are beating international giants, how do you invest where the only constant is change?
As the backbone of our daily lives – from the bridges we cross to the electricity we use – infrastructure requires constant upkeep, upgrades and reinvestment. In this Market Update episode, Jeremy Anagnos of CBRE Clarion Securities examines how this basic principle, in addition to new types of emerging infrastructure, underscores an attractive investment opportunity.
A life-threatening accident revealed a disease that would last him the rest of his days, and Craig found himself unable to continue work as a surgeon in Australia, let alone overseas for our armed forces. The latest in our Insurance Masters series is a story of renewed purpose and highlights the role financial advice plays in changing lives.
Australians have a huge domestic bias with their investing, so why would a portfolio designed for Australians focus on Australia? To avoid doubling up on stocks, and to provide diversity, the UBS Global High Conviction Fund focuses on quality stocks that Australians tend to have no exposure to. Combined with a strict and thorough vetting process for included stocks, this portfolio is aimed to provide global equity exposure to compliment those with a home bias.
A herniated disc sounds agonising enough. But add to that the fact that you’re a brand-new parent, and you’re in whole new world of pain. This was the reality for Andrew and his family when he got injured at work. With wife Hayley on maternity leave and Andrew out of work (and a long medical journey ahead of him), just keeping up with the mortgage wouldn’t have been possible if it hadn’t been for the insurance cover they’d had the foresight to take out.
Volatility is back in markets this year and the risks of not paying attention are magnified. In fixed income, interest rate shifts and central bank actions make it particularly important to be aware of recurrent myths surrounding this asset class.
Succession planning is a challenge for any business, but the stakes are higher when you're managing almost $30 billion in assets. As legendary investor Kerr Neilson steps down as CEO of Platinum Asset Management, we sat down in an exclusive interview with fellow co-founder and new CEO, Andrew Clifford, and talked about how one of Australia's largest asset management firms handles succession.
Value investing relies on a fund manager’s ability to uncover under-priced assets where others don’t look, or perhaps can’t see them. But in an increasingly complicated global environment, what impact is this having on the way alpha is assessed and managed? In this Thought Leaders video series, Will Low, head of global equities at Nikko Asset Management explores two of the biggest influencing factors to investment management at present, and discusses what this means for the future of investing.
The investment team that manages the Franklin Templeton Multisector Bond Fund believes one of the biggest risks facing today’s bond investors is that fixed income around the world has been highly distorted by central bank actions.
Stability of income is key in today’s lower for longer environment, and could be combated by a contrarian investment approach which takes opportunistic leaps into particular equities. This strategy enables Allan Gray to minimise volatility traditionally associated with equities by going stronger during market troughs and pulling back during peaks to address your clients’ income needs.
The success of the likes of Uber and Airbnb highlight how the biggest companies of today aren’t necessarily the ones with a 10 or 20 year track records, but those which can best identify and fill a gap in our current marketplace.
In this market update series from Platinum Asset Management, chief investment officer, Andrew Clifford shares his views on what the group’s excited about in 2017, how his team works to identify the biggest market risks, and the investment philosophy that underpins the Platinum brand.
As investors become more aware and new technologies become more readily available, Australia’s financial services industry will have to step up and innovate to take advantage of these opportunities, or risk getting left behind. In this two part series, Sam Hallinan, managing director of Nikko Asset Management Australia, discusses the evolution of financial advice and asset management, and future gazes as to how the entire financial services value chain will adapt going forward.
Choice and control are the two main drivers compelling Australians to set up their own self-managed superannuation funds (SMSFs). A recent report into the sector, ‘SMSF Insights’, by UBS Asset Management and the Financial Services Council found that SMSFs now comprise one-third of Australia’s total superannuation pool and over 70 per cent of SMSF trustees utilise the services of a professional adviser. In this two part series, Bryce Doherty, head of Australasia at UBS Asset Management, discusses the findings from this report and shares the demographic and attitudinal trends that are shaping how Australians approach SMSFs.
The Nikko AM Australian Share Income Fund employs a comparative value analysis approach to investing, which enables it to identify and invest in stocks which hold intrinsic value. In this Money Masters course with Malcolm Whitten, you will learn about the dual portfolio manager system utilised by Nikko Asset Management, how this is beneficial to the Nikko AM Australian Share Income fund and the buy and sell discipline which underpins the fund.
A flat structure and a highly experienced investment team informs the philosophy and investments behind the Nikko AM Global Share Fund. In this Money Master course, Iain Fulton explores how the concept of free-thinking informs Nikko AM’s investment philosophy, the buy and sell discipline behind the Global Share Fund and what Nikko Asset management means by the term ‘future quality’ and why they actively seek this out.
An investment in Australian Real Estate Investment Trusts (AREITs) can provide investors with a stable income investment over the long-term. The APN Property Group AREIT Fund Money Masters course with Michael Doble explores the Australian REIT market and what tax benefits accessing this market can provide for investors.
The Franklin Templeton Global Aggregate Bond Fund aims to provide investors with access to global fixed income markets by utilising an actively managed investment strategy. In this Money Masters course, John Beck discusses how global bond exposure can provide portfolio diversification, Franklin Templeton’s disciplined approach to risk and opportunity, and the types of investors best suited to the fund.
The IOOF MultiMix is a multi-manager solution which invests in a variety of asset classes and carries a number of different risk profiles. This Money Masters course with Dan Farmer will explore how a multi-manager strategy can form the cornerstone of your client’s portfolio and the benefits of having a range of specialised skillsets in the selection of managers. The course will also delve into the type of investor best suited to this product and the rules of investment and performance associated with the IOOF MultiMix funds.
The Australian Ethical Australian Shares Fund (previously Smaller Companies Trust) Money Masters course with Andy Gracey discusses how the fund can provide social conscious investors with an ethical alternative without needing to compromise their return objectives. Andy discusses how the Australian Ethical Australia Share Fund provides portfolio diversification while still accessing a range of forward-thinking and ethical asset classes.
The Triple3 Volatility Advantage Fund aims to deliver long-term absolute returns with an emphasis on strong positive returns when markets decline. This Money Masters course with Simon Ho will explore the strategies the fund employs to enable it to provide real returns even in market downturns, as well as how it utilises volatility as an investment class.
The Allan Gray Australia Opportunity Fund is a conservative investment designed to provide stable returns across most market conditions. This Money Masters course with Simon Mawhinney will explore the strategies the fund employs when aiming to achieve this, as well as the unique features and key opportunities the fund affords its investors.
The CommBank Deposit Plus Money Masters course with Steve James will explore how this deposit series works to allow advisers to find tune their clients’ interest rate exposure based on the group’s view of interest rates over the medium to long term. It will also delve into the rules and requirements of the series as well as the range of options it affords investors.
The CommBank Flexi Rate Deposits Money Masters course with Steve James will explore how these deposits can be utilised by investors to provide a greater certainty of returns, irrespective of adverse interest rate movements. Steve also discusses how these products work to manage risk, the rules and requirements of the deposits, and the key features of the CommBank Flexi Rate Deposits range.
Multi-asset funds are single funds which invest in a variety of asset classes with different underlying characteristics, including equities, bonds, property and potentially alternative assets such as hedge funds. The UBS Tactical Beta Fund Money Masters course with Tracey McNaughton will explain what tactical beta funds are and how they are commonly used, and will provide insight into how tactical beta can be used in an investor’s portfolio.
The Folkestone Real Estate – Unlisted Funds Money Masters course with Greg Paramor will give you insights into Australian property in the unlisted space and why property investments should form an important part of a diversified portfolio. Greg discusses what types of property make good investments as well as what time horizons investors can expect to see returns over.
Investment bonds are long-term investment vehicles which may offer tax efficiency to some investors. The IOOF WealthBuilder is intended for investors who are looking to save over the medium to long-term by providing a simple solution for investments, tax planning and estate planning needs. This Money Masters course with Sue Herrald will explain what investment bonds are, how they are commonly used and how they could help your clients to achieve their life goals.
Jack Delosa, founder and chief executive of The Entourage, discusses with Vanessa Stoykov the qualities entrepreneurs share and how advances in technology and diminishing barriers to innovation means we’re likely to see more of them in the future.
As our world becomes more divergent it’s essential to be able to identify and invest in companies which have the ability to flourish in a low growth environment. In this Thought Leaders series, Will Low, head of global equity with Nikko Asset Management, speaks with Vanessa Stoykov about the role of free-thinking and pragmatism in investing, and why active investing will triumph in a low-growth world.
In this four-part Thought Leaders conversation with Vanessa Stoykov, Tanya Sale, chief executive of outsource financial explores the key issues currently impacting Australia’s credit broking industry and what affect these are having on the sector. Tanya discusses the ethical concerns around the mentoring of new entrants; how offering debt solutions can grow your business; what the true impact of self-managed superannuation fund (SMSF) lending has been on the industry; and why she believes the ownership of aggregators needs to be fully disclosed.
Statistics show the majority of Australian women are retiring with just over half the superannuation savings of their male peers. This presents a huge issue for Australians, advisers, and the economy. In a two-part conversation, Anne Fuchs of Sunsuper speaks with Vanessa Stoykov about why women have traditionally been disadvantaged when it comes to super and what steps advisers can take to help improve this for future generations.
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