financial advice

Over a year ago I made some comment on breaking news that Dixon Advisory, the wealth arm of listed wealth giant Evans Dixon (ASX: ED1), had been publicly called to task on recommendations for clients to invest in several of its in-house investment products that had performed poorly. One particularly egregious performer was its heavily recommended…

Impact Investment Group (IIG) announced the launch of its new $70 million impact investment fund designed to balance profit and purpose with a sustainable and socially conscious investment thesis. Inside Investor’s Ishan Dan spoke with IIG CEO and Co-Fund Manager Daniel Madhavan about the fund and about his career at Impact Investment Group. For those…

Benchmark-beating Stonehorn Global Partners, a specialist Asian equity team of ex-Macquarie personnel, has expanded its Australian team after a $300 million year. The team that gave up managing $4 billion in assets at Macquarie Equities to build their own business in 2019 have delivered exceptional returns in their Stonehorn Asia Equity All-Cap Fund, adding 18.6%,…

A report by media research group the Nielsen Company following Australia-specific data collection shows there has been a significant spike in readership of business and finance news and commentary online.

The well-known fund manager has launched a series of low-cost ETFs which will help further its reach into the retail investor market.

The requirement to quarantine created the perfect conditions to push virtual meetings past the tipping point to general adoption. Are they here to stay?

As the world undergoes potentially the greatest economic calamity since the 1930s, Australians of all ages are experiencing anxiety and fear about their financial wellbeing. In fact, the great majority of Australians do not have a relationship with a financial advisor. According to the latest research by AMP, the advice gap is wide and getting…

Superannuation funds have held up well despite ongoing market volatility. Members are encouraged to hold on to their current option and avoid making “knee-jerk” reactions. Members have reaped the benefits of diversification with different portfolio options performing in line with their allocation. Research house SuperRatings estimates that the median balanced option fell 8.9 per cent…

Our investment advice business attracts tens of thousands of readers every week, tens of thousands of listeners to our podcasts every month and an unstoppable and automated flow of new prospects.

Australia, like the rest of the developed world, is on the verge of the largest intergenerational wealth transfer in history. It’s estimated more than $3 trillion will change hands over the next 10 to 20 years as the Baby Boomer generation pass on their wealth to others.