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Investment Advice

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Where to find good investment writing and advice

Investors are exposed to so much information that it’s often hard to filter the good from the bad. This looks at how to tell the difference between the two and the best sources of investment writing and advice.

Michael Rice: Quality of Advice Review is only a start

Opening the market for advice makes sense but the QAR is weak on consumer safeguards. Financial advice legislation should be tailored to the risk of harm for consumers, identifying complicated, risky strategies.

Retirement changes everything: a post-retirement investing framework

Categorising post-retirement needs – living, lifestyle, legacy and contingency – creates a framework for retirees. Advisers can translate these needs into investment goals and portfolios.

Advisers and investors in the dark on LITs and LICs

The Treasurer has announced a public consultation into whether advisers can accept selling fees on LITs and LICs to address potential conflicts and compliance with best interests duties.  

20 favourite investment and life lesson quotes

Favourite quotations from famous people on markets, investing, processes, noise, pessimism, self perception and life balance. These lessons carry across investment cycles and lifetimes.

We need national and personal visions for retirement

Two different articles cover a recent report on the attitudes of Australians towards retirement. What should be a enjoyable life stage is feared by many, and they fail to plan and work towards it.

Four drivers of growth in managed accounts

Several factors contribute to the growth in managed accounts, which are like ‘implemented advice’ for investors. Despite the fallout from the Royal Commission, these factors are largely unaffected so growth should continue.

What two investing insights would you give your 20-year-old self?

To mark our 200th edition, we asked investors and market experts for the top two investing insights they would give to their 20-year-old selves if they could go back in time.

Online wealth advice is a reality

Online wealth advice is not a ‘full-service’ offer like face-to-face advice, but it can provide tailored strategic asset allocation and investment guidance without the complexity or cost of the complete financial planning package.

What is robo-advice?

The term robo-advice has quickly evolved to cover a broad range of automated advice and investment solutions. But the underlying principle is the use of a formula or set of rules to assist with managing wealth.

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