by Dan Miles | Apr 16, 2019 | Portfolio Insights
In this article written back in June 2017 Dan Miles discusses why it is time to include risk measures alongside super investment returns. The message of this article is still just as relevant today, many super funds are taking excessive amounts of risk in order to be...
by Sophie Temperton | Apr 16, 2019 | Portfolio Insights
In this article Sophie Temperton discusses why nothing has really changed in the financial services industry post the global financial crisis. People are still continuing to invest in the highest performing funds whilst largely ignoring risk and the industry as a...
by Dan Miles | Mar 19, 2019 | Portfolio Insights
In this article Dan discusses the often large discrepancies between time weighted returns and money weighted returns and how this can lead to misleading reported performance results for investors. Money in your account is what really matters to investors and therefore...
by Dan Miles | Feb 19, 2019 | Portfolio Insights
In this article Dan discusses the issue of product suitability and the potential end of the safe harbour provisions as an outcome of the Haynes Royal Commission. In practice this means advisers will need to carry a higher burden of proof that the products they...
by Dan Miles | Feb 4, 2019 | Portfolio Insights
In this article Dan Miles discusses the value of strategic advice and how Advisers can have trouble articulating this value when there are significant intangibles involved. Yet strategic advice is often valued more than portfolio construction and investment advice by...
by Dan Miles | Dec 12, 2018 | Portfolio Insights
In this article, Dan Miles discusses best interest duty and how lower fees are often being used by financial planners as a proxy for meeting this duty. But meeting that legislative and ethical obligation requires more than just a focus on price, it requires a focus on...
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