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 ...
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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, ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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: ...
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The rise and rise of Exchange Traded Funds

Exchange Traded Funds (ETFs) rode into Australia on the coattails of the GFC, when investors had been pummelled by unfriendly investment markets and many were questioning the ...
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5 reasons why mFunds aren’t flourishing

When I started asking financial advisers and brokers if they used mFunds, the most common response was “what’s an mFund?” While that is clearly the first reason mFunds aren’t ...
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5 must-have apps for trading in 2016

Millions of people use millions of apps every day. According to Statista.com, at July 2015, Android users had more than 1.6 million apps to choose from, Apple users a mere 1.5 ...
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What to expect for our markets in 2016

What a year 2015 has been…We started the year with Greece defaulting AGAIN….Things were on the way up in Oz in February, as the RBA signalled that further rate cuts are on its ...
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