Category: Investing

5 Reasons Why Managed Funds Outperform Individual Assets in Investing Investing your money can be a daunting task, especially if you are new to the investment world. One question that often arises is whether it’s better to invest in individual assets or managed funds. While both options have their advantages and disadvantages, in this article, we will explore the benefits of investing in managed funds over individual assets.   What are managed Funds Managed funds, also known as mutual funds, are investment vehicles that pool money from multiple investors to purchase a diverse range of assets such as stocks, bonds, and real estate. The fund is managed by a professional fund manager who makes investment decisions on behalf…

Cryptocurrency Regulation in Australia Status and Impact Crypto Regulation in Australia Cryptocurrencies and Decentralised Finance (DeFi) are the new frontier for investors and their advisors. In this article, we discuss the rapidly evolving regulation and what the near future could hold for investors.    Current Status Many investors are surprised to learn how proactive the Australian Government has been in this space. Let’s have a look at where we’re up to and what’s in the pipeline.     ASIC Australian Securities and Investments Commission (ASIC) has issued a number of guidances on cryptocurrencies, and it has also taken enforcement action against companies that have engaged in misleading or deceptive conduct in relation to cryptocurrencies.  Crypto-assets | ASIC   AUSTRAC…

Cryptocurrency The New Investment Frontier for Certified Financial Planners The best Financial Advisors are constantly on the lookout for better ways to help clients grow wealth and produce income. In recent years, cryptocurrency has gained significant attention for its remarkable volatility and growth. In this article, we explore this new, exciting, volatile but still widely misunderstood asset class.      VOLATILITY & GROWTH Cryptocurrencies, such as Bitcoin and Ethereum, have been making headlines for their rapid growth. In the last 6 years, Bitcoin has grown from under US$1,200 to now over US$30,000. That’s over 2,500% growth. Not to be outdone, in the same period, Ethereum has gone from under US$50 to well over $2,000, a staggering 4,282% increase.…

Business Development Managers FY23 Survey Report Survey Report Here are the results of our annual survey that reveals the top 10 frustrations Brisbane CFPs have with Business Development Managers (BDMs) from investment fund management firms. The survey revealed that the top 10 frustrations CFPs have with BDMs include unreliability, unresponsiveness, lack of knowledge, myopic perspective, inexperience, insecurity, passivity, product pushing without value-adding, and lack of empathy. By far the biggest frustration CFPs have with BDMs is their unreliability. Many BDMs promise to provide information and solutions but fail to follow through, leaving CFPs feeling frustrated and disappointed. Additionally, some BDMs are unresponsive and fail to return calls or emails in a timely manner, making it difficult for CFPs to…

Fund Managers FY23 Survey Report Survey Report Here are the results of our annual survey that reveals the top 10 frustrations Brisbane CFPs have with investment fund managers. Their frustrations range from a lack of experience and expertise to poor performance and high fees. However, despite these challenges, CFPs are still seeking to partner with fund managers who can deliver value, transparency, and strong long-term returns for their clients.   What CFPs Want From Fund Managers CFPs are looking for experienced and stable investment managers who have a proven track record of generating strong returns for their clients. They want managers who are ambitious and focused on performing well, but who are also ethical and responsible in their…

Major Investment Management Companies In Australia Lately, I’ve been looking into investment management companies in Australia. In this article, I’ve divided the major players into two lists… Publically Traded and Privately Held Investment Management Companies.    Companies not included on this list You may notice some big names not on the list. I’ve purposely left out many large companies that could qualify to be on this list as I’m focusing exclusively on Australian Investment Management Companies. Obviously, this immediately excluded any company not found in the ASIC registry.  Beyond that, I’ve also excluded companies whose core business is outside Investment Management. This includes many large institutions including Banks, Super Funds, Insurance Companies, Money Lenders, and Property Developers. I’ve also…