Top articles
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The post-earnings announcement drift (PEAD) effect in September
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Should super funds use inflation as a benchmark for retiree returns?
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How to avoid the ETF Trap
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New advanced ETF & mFund filters
Our development team has been working on a new trading tool to help you select the ETFs and mFunds to invest in for your clients.
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What we saw this reporting season
Julia Lee shares her insights on this earnings season, who the best and worst performers were, as well as an overview of the private health insurance and hospital area.
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How to make rising rates your friend
Most of us expect that interest rates will rise at some stage, so here’s five questions investors considering bonds should be thinking about.
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Looking at the financial year ahead
It's time to start thinking about positioning for the August reporting season by looking at companies in an upgrade cycle and avoiding stocks in a downgrade cycle.
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What to expect this reporting season & July overview
Julia Lee shares her insights on the upcoming reporting season, from double vs. single digit growth expectations, companies in an upgrade cycle and potential gains from the most shorted stocks in the market.
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Why you should own your age in bonds
A rule of thumb coined by John Bogle, founder of global asset manager Vanguard, is that your bond allocation should roughly equal your age. While clearly not an exact science, it demonstrates the increasing need for fixed income as we move through life.
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Bell Direct CEO brings better customer service to online broking
When Bell Financial Group decided to take on the well established players in online stockbroking with the launch of Bell Direct 10 years ago, it found itself in a unique position. Investors had lost money – and faith – dealing with their online brokers, and Bell Direct had acquired a CEO who was perfectly equipped to seize the moment. That CEO was former accountant Arnie Selvarajah.
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How corporate bonds fit into a diversified portfolio
Diversifying beyond cash & Australian equities with corporate bonds and XTBs.
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Dividend darlings: future brightens for yield stocks
Over the long term, much of the returns from the Australian sharemarket have been through dividends. When reinvested, the power of compounding can see returns snowball over time.
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Build a defensive income stream and diversify your clients’ portfolios
A diversified investment portfolio should include defensive assets, those that balance exposure to growth assets such as equities and property.
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Working smarter, not harder with mFunds
Bell Direct CEO Arnie Selvarajah discuss why advisers are turning to mFunds.
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Goal tolerance: When goals meet risk tolerance
There are clear reasons why risk tolerance drives the financial advice process.
It produces a simple number, which makes it relatively easy to recommend investment products while maintaining a compliant paper trail. But such a heavy reliance on risk tolerance can also produce significant problems.