Grow Ahead of the Curve

I’ve written a couple of times about the emergence of the Exchange Traded Managed Funds – which to complicate things, have also been going by the moniker Exchange Quoted ...
Read More

Ethics & stockbroking in a post FOFA world

My first brush with a lack of ethics in financial advice was some years ago, before I worked in the industry. I’d received an inheritance that was to form the deposit for my ...
Read More

Top 3 listed investment trends to watch in 2017

Scrolling through LinkedIn last week, I was shocked by a headline – ‘Passive to overtake active in US by 2024, says Moody’s’. Wowza! A fair chunk of my working life has been ...
Read More

Social trading: a social approach to trading in the 21st century

Anything with the word social in its name gets my immediate attention. Social investing conjures an image of a group of like-minded people sitting around a fire on a comfy ...
Read More

Chi-X: securities trading with cutting-edge technology

I was interested to watch John Fildes interviewed by OpenMarkets for a blog in December 2015. When describing the entry of Chi-X to the Australian market, he used the analogy ...
Read More

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, ...
Read More

Managed Accounts: a marathon, not a sprint

Before there were managed accounts there were platforms – largely master trusts and wraps. The earliest, Asgard, has been around since 1985, but it wasn’t until the 1990s that ...
Read More

What is all the fuss about Dividends?

Many of my clients know how much I love dividends and the franking credits attached to them. So I thought I should go over them again after reading recent research from the ...
Read More

XTBs: Fintech zeitgeist opens door to corporate bonds

The launch of exchange traded bond funds in the Australian market significantly lagged their equity counterparts. There were a lot of ropes to jump, balls to juggle and hoops ...
Read More

What is Fixed Income?

It surprised me to learn that the fixed income market is the largest securities market in the world, eclipsing sharemarkets by a fair margin. But when you think about it ...
Read More

How Acorns 'invest your loose change' app works

My 19 year old son has a beer can next to his bed into which he lobs his loose change. Last week he took it to the bank and excitedly told me it was nearly $100 (I refrained ...
Read More

The world-leading, next wave of exchange traded investments

I recently published a blog about mFunds. While doing some research on the subject, I spoke to a number of financial advisers and brokers.  One comment stuck in my mind: ...
Read More