Adviser news & insights
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Insights 27 Sep 2019
Will managed accounts survive the advice evolution?
Managed accounts have been touted as the game-changing answer for firms and the growth statistics reiterate this perception. But the big question now is whether to invest in new technology or products, when the future of advice is unclear.
Arnie Selvarajah (CEO of Bell Direct, powering Desktop Broker) debates whether managed accounts are the answer and if they will survive the evolution.
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Insights 12 Sep 2019
Meeting the needs of tomorrow’s client
As we move into a new era of investing, Desktop Broker’s Arnie Selvarajah finds client preferences are shifting and advisers need to move swiftly to keep up.
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Insights 26 Jun 2019
How to access some of the world’s biggest investment themes
ETFs are fast becoming a favourite for investors’ portfolios. In order to meet increasing investment demand, ETF providers are launching specialist ETFs that provide exposure to sectors and emerging investment themes, taking investors far beyond the realms of the ASX200.
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Insights 30 May 2019
How Fixed Income can reduce your risk
In times of uncertainty, the protection of capital and downside risk reduction are key goals. For Australian investors, who are heavily invested into equities, many may not appreciate the benefits of fixed income, otherwise known as bonds, in pursuit of these goals.
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Insights 27 Nov 2018
Get your clients’ portfolio ready for 2019
To wrap up 2018, Bell Direct CEO Arnie Selvarajah and Equities Strategist Julia Lee have teamed up to give you their investment outlook for 2019.
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Insights 27 Nov 2018
“Horses for courses” - The various uses for fixed income
Different approaches to fixed income – absolute return and benchmark relative – solve different investment problems for investors.
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Insights 27 Nov 2018
Wealth - where to next?
As the Royal Commission puts the spotlight on outdated, vertically-integrated models, customers are turning to IFAs for more transparency and control.
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Insights 30 Oct 2018
October Market Overview
In her October monthly review, Julia shares her insights on two sectors coming under pressure and whether the outperformance of gold will last.
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Insights 22 Oct 2018
Megatrends shaping the advice industry
Challenges such as fee pressure, regulation and increased competition are prompting advisers to rethink their service models.
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Insights 27 Sep 2018
September Market Overview
In her September monthly review, Julia shares her insights on how to detect if the current bull market is coming to an end.
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Insights 20 Sep 2018
Rates Aren’t Moving Any Time Soon
When will interest rates rise? With property prices falling, low inflation and minimal wage growth there is no current catalyst for a rate hike.
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Insights 31 Aug 2018
August Market Overview
In her monthly review, Julia discusses banks repricing their morgage books and shares her insights on which sectors are under pressure given recent political risk.