How Fees Can Destroy Your Wealth

By | October 23rd, 2018|Categories: Uncategorized|

A well researched paper from our friends at InvestSMART on the long term impact of fees. Our sense is that as this is better understood that there will be intense pressure to not only [...]

Managed Accounts …Explained

By | September 21st, 2018|Categories: Uncategorized|

Over the years, there has been much developments with managed accounts, and with it has brought on a myriad of terminology and acronyms that unlike the firm 'legally defined' boundaries of a ‘unit trust’, the [...]

Managed Accounts – What is all the fuss about ?

By | August 24th, 2018|Categories: Uncategorized|

I came across this article that I wrote about in 2006 which may have been a tad ahead of the banking and financial services royal commission that is currently on in Australia. Interestingly the message [...]

What is defining the new ‘right to serve’ in wealth management

By | August 24th, 2018|Categories: Uncategorized|

Globally, the reputation of the wealth management industry is under some fire right now, and I cannot see it letting up. In Australia, we are having a Banking Royal Commission into financial services, and wealth [...]

What is the optimal mind machine balance in wealth management

By | August 24th, 2018|Categories: Uncategorized|

We are starting to hear a lot about mind machine balance in this rapidly evolving world of AI (artificial intelligence), and the wealth management industry is not immune from such. In short what I understand appears [...]

Best interest considerations in platform choice for investors

By | July 26th, 2018|Categories: Uncategorized|

Much debate in Australia at the moment around platform pricing, and with the royal commission going on, the whole subject of what platforms are in relation to the client's best interest is kicking up. My [...]