Market Insights

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PIMCO’s Global Update delivers a brief but comprehensive review of the month’s market-moving events – across countries and asset classes – and PIMCO’s thoughts on what to...

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FinTech, Platforms & Wraps - The Future of Wealth Technology

Dates Announced! Australia’s ‘must attend’ event for wealth management executives focused on the upcoming regulatory changes and the emerging technology and innovation tr...

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Lessons for Wealth Managers from a Global Leader in Customer Service

A troubling trend has emerged in wealth management customer satisfaction. According to a recent EY survey, less than a third of wealth management firms rate their client-...

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Real Return Funds: Right Time Right Place

Responding to existing market sentiment and the burgeoning needs of investors, diversified real return funds have emerged as one of the most robust, dynamic and high-perf...

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When Super is Not an Option – The Return of Investment Bonds

Investment bonds have emerged as a tax-efficient and flexible alternative to superannuation; yet, for those looking beyond the confines of super, can investment bonds off...

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Look forward not backward in managing market risk, says MLC

‘Risk comes from knowing what you’re doing’, Warren Buffet famously said. But according to MLC, investors should accept that the future is always uncertain, requiring fle...

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2 reasons why increasing dividend yield is important

A question many investors face is where to invest for sources of income in a low yield environment. With a low cash rate, many investors are looking for income opportunit...

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How to find out what your clients really think

While the mantra “what I don’t know can’t hurt me” might work in some situations, when it comes to knowing what your clients think of you, what you don’t know definitely ...

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Want the best of both worlds? Blend with ETFs

Combining ETFs with other investments can reduce cost and improve investor outcomes. Jon Howie, Head of iShares Australia, discusses how investors are using ETFs to build...

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One of the Biggest Dangers Retirees Face – Sequencing Risk

Any adviser who had retired clients invested around the time of the GFC can provide testament as to just how critical the timing of market falls is in determining future ...