News and Insights

How advisors boost client outcomes by partnering with a trusted investment expert

Collaborating with a trusted investment expert allows advisors to extend their services to more people. Not only do individuals benefit from access to financial guidance, society as a whole is better off because more people are making better decisions with their... read more

How collaborating with a trusted investment partner can fix advisors’ top 10 problems

The wealth advisor’s role is becoming tougher than ever due to increasing regulation, changing consumer expectations, volatile investment markets and the emerging robo-advice threat. Here we discuss the ten biggest problems faced by advisors today and explain how... read more

How managed accounts help advisors boost scale and deliver better client outcomes

Making advice scalable has been a major problem for many practices. With a fixed number of hours in each week, there is a limit to the number of client meetings and advice documents that can be completed. This also says nothing of the highly labour-intensive... read more

Case Study: Wealth advisory firm cuts costs and doubles fees for some clients

Advisor groups typically gain significant business efficiencies and improve the outcomes for their clients by partnering with a trusted investment specialist. Here we demonstrate the significant value created by one group that was seeking to free up time, incorporate... read more

Market mayhem’s three triggers may not disappear in a hurry

The three triggers for the recent sell-off in stocks were the rapid rise in US bond yields, a reappraisal of valuations for strongly-performing technology and healthcare stocks and concerns about the impact of geopolitical conflicts on earnings. None of these factors... read more

Empirical and practical support for a high-quality focus in constructing portfolios

“I never attempt to make money on the stock market. I buy on the assumption that they could close the market the next day and not reopen it for five years.” Warren Buffett   The AssureInvest Australian Equities portfolio has a strong performance record.... read more

Why invest in multiple assets

Whether intentional or not, every investor makes asset allocation decisions. A portfolio 100% in cash is an asset allocation decision. There is no doubt asset allocation decisions need to be made, otherwise financial goals are unlikely to be met. Most importantly,... read more

Use exchange-traded funds to control risks and grow wealth

Exchange-traded funds (or ETFs) are a highly effective complement to an investor’s direct securities holdings. ETFs assist investors to extend exposures to various asset classes, control risks and achieve portfolio outcomes suiting their specific goals. Too many... read more

How to determine the ultimate asset allocation for your clients

When it comes to designing the ideal portfolio for any investor, one size does not fit all. An ad-hoc approach to allocating across different asset classes risks reducing the ability of the investor to fund their retirement and lifestyle needs. A well-managed... read more

How to select outstanding businesses for equity portfolios

AssureInvest’s direct equities portfolio management goal is to achieve attractive long-term returns at lower-than-average risk. We do this by investing in a concentrated and appropriately-diversified portfolio of attractively-valued outstanding businesses. Here we... read more

Global activity endures. Bonds more stretched than stocks

Global economic growth is slowing, weighed by declining spare capacity and steady interest rate increases in the US, debt reduction and increased regulation in China and political risks including trade skirmishes that threaten confidence. However, there is enough... read more

Focus on quality with cash at the ready

Global economic fundamentals remain reasonably healthy with each key region exhibiting solid mild expansion. The United States however is more advanced in its cycle than most and the pace of growth should slow somewhat through next year as interest rates rise and jobs... read more

With meaningful selloffs on the horizon, fortify portfolios with high-quality assets

Immediate conditions are conducive to positive returns from growth assets like shares and property. For now, corporate earnings are being lifted through improved economic activity, trade flows and commodity prices. However, investors must be watchful of an easing in... read more

Shifting global settings has major implications for investors

2017 marks a significant shift in global policy settings. Since 2009 there has been a long era of extraordinary monetary stimulus through ultra-low or negative official interest rates coupled with the buying of bonds by central banks. Now this monetary accommodation... read more