Featured articles
The latest insights for both wealth professionals and investors.
Chase growth not income if you want quality investments
Chasing income is not a winning strategy if you are trying to invest in growing companies, according to Rodger Montgomery.
If the price is right. What do other advisers charge for advice?
In this research learn about the latest pricing data, giving advisers a look over the fence at other providers and what works.
Margin squeeze. What you need to know about pricing insurance advice.
Insurance pricing models are about to undergo significant change. Find out what are the possibilities, what aspects of the pricing model will change and what consumers will pay.
Market conditions are changing. Are your clients’ portfolio in order?
Market indicators point to new investment opportunities, so what should you consider to make sure your clients’ investment portfolio is set up for future success? Netwealth brings you Lonsec Chief Investment Officer Lukasz de Pourbaix ...
Unlocking the value in your financial planning business - top tips
This article gives you the practical tips on how to communicate intangible value to your clients. It’s simple. Show them the value, state the value both intangible and tangible and price it.
Value investing – Do you know the ins and outs?
Many investors may be familiar with value investing, but it does come with pitfalls, just like investing in shares generally. What are they and how can you avoid some of the common mistakes, whether you are in investing in Australian ...
The top five risks to global investors
Find out the top five challenges investors will be facing in the coming years, from geopolitical events to the transition of Australia's economy.
The key to low-cost diversification
With approximately 4,400 ETF options now available, they have become a popular way for investors to diversify their portfolio while keeping costs down. Tracey McNaughton from UBS explores ETFs, their fundamental features and advantages.
SMSFs: Avoid small mistakes with major consequences
Taking control of investment decisions through a self-managed super fund is empowering, but also requires a great degree of personal responsibility from each trustee.
New Centrelink Rules as at 1 January 2017
From 1 January 2017 the Centrelink assets test parameters will be rebalanced by increasing the assets test free areas and the taper rate, the rate by which a pension is reduced once the free areas are exceeded. Find out if ...
Lessons from Silicon Valley and what it means for Australian advisers
During our December 2016 webinar, Santi Burridge from Implemented Portfolios shared key takeouts from a recent study tour in Silicon Valley and what it means for Australian financial advisers.
Going Global – Don’t I just need Apple shares?
As part of Netwealth's portfolio construction webinar series - Theo Maas & Sam Stobart from Arnhem Investment Management presented to an audience on 18th November 2016 and shared their thoughts on why investors should consider ...
From ZIRP to NIRP: new ways to manage risk
With central banks moving into negative interest rates, UBS Australia and New Zealand head of investment strategies Tracey McNaughton explores how to manage the new types of risk facing investors today and in the future.
Getting dynamic in the “age of volatility”
UBS Australia and New Zealand head of investment strategies Tracey McNaughton explains how global economic volatility is causing a rapid evolution in dynamic multi-asset strategies.
Cheese and whiskers: understand your prospects to convert them
Audere Coaching & Consulting founder Stewart Bell explains how working out what prospective clients are actually looking for, and creating a process to deliver your advice value proposition to them, will greatly improve conversion ...
What is Diversification?
In an ever changing world, there are many factors that can move markets very quickly. In this video, we help to understand what diversification actually means from a personal investment perspective and explain how this can help ...
Diversification in Superannuation
This video examines diversification in Superannuation. We look at what needs to be considered depending on one’s stage of life and appetite for risk.
Should you tap into the expertise of an investment manager?
Whether you are an experienced investor looking for new investment ideas or completely new to investing, there are many ways in which you can invest your money. The list of choices, strategies and investment vehicles available to ...
Key considerations when faced with the question of super and divorce
Relationship breakdowns are stressful and emotionally difficult times for those going through them. Under these conditions, it is easy to make poor financial decisions. This simple guide explains some of the key considerations when ...
Becoming “Spock” to improve investment returns
Chris Inifer, head of retail at contrarian investor Allan Gray, discusses how considering human bias in investments, and thinking more like Star Trek’s cool-headed Mr. Spock, can safeguard you against market downturns.