The aim of Investfit's webinar series is to provide financial advisers with educational content on technical aspects of modelling financial projections and optimising asset allocation construction for clients. This Webinar discusses the market volatility measure that should be used when [...]
Left to right: Investfit founders James Claridge, Gavin Daw and Ed de Salis Sydney: A new online application for financial planners and advisors has been launched into the Australian market, which can provide clients with a material [...]
The Financial System Inquiry Final Report was released in 2014 and raised the notion of a Comprehensive Income Product for Retirement (“CIPR”) to be pre-selected by super fund trustees, but only started after the member has chosen to go ahead [...]
EY’s 2016 Global Consumer Banking Survey has some important findings for banks in relation to financial advice. The survey of 55,000 bank customers found that unless banks change the way they deal with their customers they will find it difficult [...]
In the previous post we discussed why digital financial advice, often referred to as “Robo Advice”, is here to stay and how it can benefit both the unadvised market (those who don’t see a financial adviser) and the advised market [...]
The 30th of August saw the release by ASIC of RG255 on digital financial advice. In their media release ASIC says: “ASIC supports the development of a healthy and robust digital advice market. In an environment where only [...]
In previous blogs we have discussed risk and what it really means. To recap, risk is the chance of something going wrong, which is the same as saying the chance of failing to meet our goals. In relation to our [...]
What is risk? Risk is the chance of something going wrong, which in turn is defined by what you are trying to achieve i.e. your goals. If you have no goals, then you have no risk - nothing can go [...]
The current approach to financial advice is to put the client into a category, based on an assessment of their "risk profile". Each category has assigned to it an investment strategy according to level of "risk"; for example a "conservative" [...]