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Fund Costs

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Morningstar's CEO on low-cost investing, AI, and tuning out the noise

In a recent interview, Morningstar CEO Kunal Kapoor explains why low-cost investing wins, how artificial intelligence and ESG will bring lots of opportunities, and why distractions are an investor's worst enemy.

The latest trends in SMSFs

The average age of UniSuper members rolling out to an SMSF is 50, while the average age of members who roll money in from an SMSF is age 62. With an ageing population, there are more members rolling in from their own SMSF.

Active or passive – it’s time to change the narrative

The active versus passive debate rests on the lazy assumption that it's not possible to consistently choose managers that outperform. Both the premise and (hence) the narrative are flawed.

D’oh! DDO rules turn some funds into a punching bag

The Design and Distribution Obligations (DDO) come into effect in two weeks. They will change the way banks promote products, force some small funds to close to new members and push issues into the listed space.

How important are investment costs for retirement?

Cost is one part of investing that people saving for retirement can control, and it's surprising how the compounding impact of small cost savings build up to large amounts over a long accumulation phase.

Active versus passive: there’s more to it

Long gone are the days when 'passive' investing meant simply replicating a cap-weighted index, especially with the surge in 'active' and 'factor-based' funds such as smart beta. We need more nuanced definitions.

Align by design: Steps for success in fund manager engagement

In addition to the normal factors of performance and experience, an important factor in selecting a fund manager is the correct alignment with the client. It can minimise conflict during the relationship.

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.

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