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Analysis

Simon Shields, Monash Investors, goals based advice, wealth management, global financial crisis, investment management, ausbiz

28 March 2017 • By Simon Shields • 1 min read

Growing wealth with your goals in mind

Investors hoping for more certainty with regard to their investments are increasingly shifting towards a goals-based approach to wealth management, wr...

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Simon Shields, Monash Investors, goals based advice, wealth management, global financial crisis, investment management, ausbiz

The effects of new group insurance data standards

The Financial Services Council’s recently released guidance on group insurance data standards will increase competition between insurers to offer be...

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Simon Shields, Monash Investors, goals based advice, wealth management, global financial crisis, investment management, ausbiz

Balancing regulation with fintech innovation

Regulation is key to the success of the Australian financial services sector, but allowing for new companies to innovate and change the way these serv...

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Simon Shields, Monash Investors, goals based advice, wealth management, global financial crisis, investment management, ausbiz

A timely compliance reminder

Recent ASIC action serves as a timely reminder to financial service providers of the importance of compliance, writes Baker McKenzie’s Bill Fuggle. ...

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Simon Shields, Monash Investors, goals based advice, wealth management, global financial crisis, investment management, ausbiz

Emerging markets can withstand uncertainty

President Trump’s potentially inflationary policy agenda has understandably put emerging markets investors on edge, writes Lazard Asset Management�...

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Simon Shields, Monash Investors, goals based advice, wealth management, global financial crisis, investment management, ausbiz

The problem with hedge fund fees

The current fee structure arrangements used by many hedge funds benefit the manager more than the investor and don’t necessarily incentivise perform...

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Simon Shields, Monash Investors, goals based advice, wealth management, global financial crisis, investment management, ausbiz

Financial services employment trends in 2017

Technology is not only changing the way the financial services sector interacts with clients, but how it operates internally too, writes Super Recruit...

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Simon Shields, Monash Investors, goals based advice, wealth management, global financial crisis, investment management, ausbiz

Robo-advisers need a goals-based approach

The progress of the digital advice sector is being constricted by its reliance on outdated ‘traditional’ advice processes, writes Milliman’s Wad...

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Simon Shields, Monash Investors, goals based advice, wealth management, global financial crisis, investment management, ausbiz

Improving returns under President Trump

Investors looking to benefit from the election of US President Donald Trump and the effect it’s had on markets will need to adopt a contrarian strat...

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Simon Shields, Monash Investors, goals based advice, wealth management, global financial crisis, investment management, ausbiz

How MySuper products stack up as default funds

The Productivity Commission’s review of alternative default models is an opportunity to improve Australia’s superannuation system, writes the WSSA...

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