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3 11, 2017

Client Goals: Creating Certainty in Volatile Investment Markets

By | November 3rd, 2017|Digital Financial Advice, Financial Advisors, Investfit, Investing|

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 [...]

18 11, 2016

How Should Retirement Income be Structured and What Banks And Other Need to Offer When it Comes to Financial Advice

By | November 18th, 2016|Digital Financial Advice, Financial Advisors, Investfit, Investing, Retirement, Superannuation|

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 [...]

18 10, 2016

What Banks And Other Need to Offer when it comes to Financial Advice

By | October 18th, 2016|Banks, Digital Financial Advice, Financial Advisors, Investfit, Investing|

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 [...]

28 09, 2016

Digital Financial Advice or “Robo Advice”

By | September 28th, 2016|Digital Financial Advice, Financial Advisors, Investfit, Investing, Technology|

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 [...]

9 09, 2016

Digital Financial Advice – Not a Passing Fad

By | September 9th, 2016|Digital Financial Advice, Financial Advisors, Investfit, Investing, Model, Retirement, Shares, SMSF, Superannuation, Technology|

    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 [...]

16 08, 2016

What is Wrong with the Current Approach to Risk Profiling?

By | August 16th, 2016|Financial Advisors, Investfit, Investing, Shares|

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 [...]

1 07, 2016

Why Investment In Shares May Be Less Risky Than Cash And Bonds

By | July 1st, 2016|Bonds, Financial Advisors, Investfit, Retirement, Shares, SMSF, Superannuation|

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" [...]

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