UBS Asset Management
In this Secrets of the Money Masters CPD course, we meet Kate and Greg - a married couple looking for answers on how to reach their retirement goals. They have a good understanding of what they need, but are unsure about the steps they need to put in place to achieve it. In this new economic environment, especially post-COVID-19, how will they need to adapt their strategy?
This Secrets of the Money Masters CPD course will give you insights into:
UBS Asset Management /
Kate and Greg case study
In this Secrets of the Money Masters CPD course, we meet Kate and Greg - a married couple looking for answers on how to reach their retirement goals. They have a good understanding of what they need, but are unsure about the steps they need to put in place to achieve it. In this new economic environment, especially post-COVID-19, how will they need to adapt their strategy?
01.What's ahead for Kate and Greg?
An expert panel featuring Vanessa Stoykov along with UBS Asset Management’s Bryce Doherty and CBRE Clarion’s Gavin Peacock discuss Kate and Greg’s retirement strategy and why the typical routes to building wealth - investing in property, term deposits and high-interest bank accounts - may not be enough to help them achieve their goals of being self-funded and leaving a nest egg for their children.
02.How to manage financial disagreements in couples
Griffith University’s Professor Sharyn Rundle-Thiele explains the concept of search satisficing bias and how it’s affecting the way Kate and Greg approach their strategy for becoming self-funded retirees. She also discusses the issues that arise when a couple have very different ideas about saving, spending and investing.
03.Putting the big picture into action
An expert panel featuring Vanessa Stoykov, UBS Asset Management’s Bryce Doherty and Integra adviser Deborah Kent discuss the role an adviser can have in helping couples like Kate and Greg refine their existing retirement strategy to ensure it’s diversified and takes into account their spending habits.
04.Kate and Greg during COVID-19 case study
Kate and Greg return to Secrets of the Money Masters to discuss the financial impacts of COVID-19 and how it’s affecting their long-term investment prospects and financial goals. After that, UBS Asset Management’s Bryce Doherty and Vanessa Stoykov discuss people’s reluctance to diversify their investments offshore and why doing so is more important than ever.
05.Ben Williams on finding returns in the new investor reality
UBS Asset Management’s Ben Williams explains the major themes driving global investment strategy and why a heavy concentration in the Australian market may appear diversified on an asset class basis - even if it really isn’t.
06.Test yourself /
In this Secrets of the Money Masters CPD course, we meet Nina - a professional photographer who's just sold the family home following a difficult divorce. With four children to think about and an income stream that isn't guaranteed, what are the steps Nina needs to take to ensure she's financially secure?
In this Secrets of the Money Masters CPD course, we talk to Kate and Tony - successful property investors who have already overcome serious challenges in life. But with the average Australian set to outlive their money by 11 years, and the COVID-19 pandemic throwing the world economy into chaos, how well-prepared are they for retirement?
After Hours Season 5 - CTOs of Super explores the technology underpinning Australia’s superannuation system and how it’s being used to increase efficiency and deepen member engagement. On the flipside, the series also shines a light on how those technologies can be (and have been) exploited by criminals, and what the super sector can do about it.
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.
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.
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 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.
With a multitude of ETFs on offer, it can be difficult to know which might suit your needs best and to really understand ‘what’s under the hood’. iShares’ due diligence checklist can help you to understand ETF construction, costs and potential outcomes for your portfolio.
In this market update series from Platinum Asset Management, portfolio manager, Clay Smolinski shares his views on why the US market may no longer be the place to be moving forward for investors seeking international exposure and what he sees as the golden rules to portfolio construction. Clay also discusses behavioural finance and the link between psychological behaviour and stock prices.
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.
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.
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.
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