Register For Our Mailing List

Register to receive our free weekly newsletter including editorials.

Home / 242

Cuffelinks Newsletter Edition 242

  •   2 March 2018
  •      
  •   

Six months ago, I injured my hamstring on a long bike ride, and eager for a fix, I have seen three physiotherapists for treatment. One arranged steroid injections, another gave rigorous massage and acupuncture, while the third was all exercise. One wanted me back every few days, another after two weeks.

Should I think less of the profession because the solutions differ? Should I simply accept they have different experience, training and preferences for what works? Was the treatment in my best interests or to encourage further visits? Did I need expensive ultrasounds and injections? It's the same with many professions. Most of us don't know if we are overserviced or need the in-house tests.

Financial advice is being scrutinised and regulated far more intensely due to its conflicts. ASIC recently released a report on vertically-integrated financial advice firms which found:

"In 75% of the customer files we reviewed, the adviser has not demonstrated compliance with the best interests duty and related obligations." 

The files were 'non-compliant' because advisers were not considering all relevant circumstances and the customer's existing products.

Our first two articles shed light on some problems the advice industry faces. In the second part of the interview with Michael Kitces (pictured in Sydney), he says the industry caused such regulatory overview, and he suggests a better way forward.
   
Then Peter Thornhill takes an opposite view to the article written last week by Don Ezra. Both men have long backgrounds in asset allocation, and the fact that they can't agree on whether bonds or equities are riskier illustrates part of the advice dilemma. Warren Buffett weighed into the risk debate in his annual letter this week, and we also draw out his argument.

Please comment on any of these articles. There are no definitive answers, which is why investors should educate themselves about the choices available. 

Progress seems more promising on post-retirement investment products, but David Belloutlines five immediate hurdles. Given the Government has just appointed nine prominent experts to an advisory panel, David's caution is important. Then Sean Henaghan wants us to move on from the passive versus active debate and focus more on outcomes. 

On a cheerier note, Adrian Harrington shows which non-residential real estate sectors have performed best and the outlook for 2018, while Julia Stanistreet gives some pointers for selecting Listed Investment Companies trading at a discount to their NTA. Nigel Stewart offers tips to prepare for a market setback before it actually happens.

This week's Sponsor White Paper from BetaShares looks at how to use a 'bear' ETF in various ways, plus a video and background on the new hybrid ETF.  

Graham Hand, Managing Editor

 

Edition 242 | 2 Mar 2018 | Editorial | Newsletter

 


 

Leave a Comment:


banner

Most viewed in recent weeks

Vale Graham Hand

It’s with heavy hearts that we announce Firstlinks’ co-founder and former Managing Editor, Graham Hand, has died aged 66. Graham was a legendary figure in the finance industry and here are three tributes to him.

The nuts and bolts of family trusts

There are well over 800,000 family trusts in Australia, controlling more than $3 trillion of assets. Here's a guide on whether a family trust may have a place in your individual investment strategy.

Welcome to Firstlinks Edition 583 with weekend update

Investing guru Howard Marks says he had two epiphanies while visiting Australia recently: the two major asset classes aren’t what you think they are, and one key decision matters above all else when building portfolios.

  • 24 October 2024

Warren Buffett is preparing for a bear market. Should you?

Berkshire Hathaway’s third quarter earnings update reveals Buffett is selling stocks and building record cash reserves. Here’s a look at his track record in calling market tops and whether you should follow his lead and dial down risk.

Preserving wealth through generations is hard

How have so many wealthy families through history managed to squander their fortunes? This looks at the lessons from these families and offers several solutions to making and keeping money over the long-term.

A big win for bank customers against scammers

A recent ruling from The Australian Financial Complaints Authority may herald a new era for financial scams. For the first time, a bank is being forced to reimburse a customer for the amount they were scammed.

Latest Updates

Shares

Looking beyond banks for dividend income

The Big Four banks have had an extraordinary run and it’s left income investors with a conundrum: to stick with them even though they now offer relatively low dividend yields and limited growth prospects or to look elsewhere.

Exchange traded products

AFIC on its record discount, passive investing and pricey stocks

A triple headwind has seen Australia's biggest LIC swing to a 10% discount and scuppered its relative performance. Management was bullish in an interview with Firstlinks, but is the discount ever likely to close?

Superannuation

Hidden fees are a super problem

Most Australians don’t realise they are being charged up to six different types of fees on their superannuation. These fees can be opaque and hard to compare across different funds and investment options.

Shares

ASX large cap outlook for 2025

Economic growth in Australia looks to have bottomed, which means it makes sense to selectively add to cyclical exposures on the ASX in addition to key thematics like decarbonisation and technological change.

Property

Taking advantage of the property cycle

Understanding the property cycle can be a useful tool to make informed decisions and stay focused on long-term goals. This looks at where we are in the commercial property cycle and the potential opportunities for investors.

Investment strategies

Is this bedrock of financial theory a mirage?

The concept of an 'equity risk premium' has driven asset allocation decisions for decades. A revamped study suggests it was a relatively short-lived phenomenon rather than the mainstay many thought.

Vale Graham Hand

It’s with heavy hearts that we announce Firstlinks’ co-founder and former Managing Editor, Graham Hand, has died aged 66. Graham was a legendary figure in the finance industry and here are three tributes to him.

Sponsors

Alliances

© 2024 Morningstar, Inc. All rights reserved.

Disclaimer
The data, research and opinions provided here are for information purposes; are not an offer to buy or sell a security; and are not warranted to be correct, complete or accurate. Morningstar, its affiliates, and third-party content providers are not responsible for any investment decisions, damages or losses resulting from, or related to, the data and analyses or their use. To the extent any content is general advice, it has been prepared for clients of Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892), without reference to your financial objectives, situation or needs. For more information refer to our Financial Services Guide. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser. Articles are current as at date of publication.
This website contains information and opinions provided by third parties. Inclusion of this information does not necessarily represent Morningstar’s positions, strategies or opinions and should not be considered an endorsement by Morningstar.