Connie Mckeage. Managing Director
In the Thought Leaders Series, OneVue MD Connie Mckeage discusses the challenges the industry has experienced and what can be done to provide support for the industry to move forward in this post Royal Commission environment.
Connie also shares a future gaze for the industry and how advancements in technology, the impacts of block chain, and new payments platform will change the way we do business.
This Thought Leaders course gives you insight into:
Connie Mckeage /
What has the Royal Commission done to leadership?
In the Thought Leaders Series, OneVue MD Connie Mckeage discusses the challenges the industry has experienced and what can be done to provide support for the industry to move forward in this post Royal Commission environment. Connie also shares a future gaze for the industry and how advancements in technology, the impacts of block chain, and new payments platform will change the way we do business.01.
The real story behind OneVue's stellar growth
In this video Connie discusses OneVue’s acquisition of No More Practice Education with focus on providing more stability and confidence to advisers in these challenging times through education. Connie Mckeage shares the challenges in growing a business and how she took OneVue from 5 - 300 people.02.
We can't lose touch with reality
In this video, Connie’s shares her passion for how investment management can change people’s lives and the value of financial literacy to set people up for the future. She discusses the knowledge within financial services industry and how people’s capabilities should be shared with the rest of society. The discussion continues around the vision of bringing everyday Australian’s closer to professional funds management and how the industry can work towards this.03.
Test yourself /
In this course, you'll get actionable insights into the 6 big questions facing Australian institutional investors today. As with nearly $2.9 trillion in assets, the super sector is now larger than the entire Australian equity market - and it's valuable for advisers to see how these large investors are allocating their funds, as they're in a position to influence how people manager their money into retirement.
In this CPD course, you will see Vanessa Stoykov, Jenny Josling and Jason Ciccalollo (Orbis Investments) interview CIOs Suzanne Branton at CareSuper, Damian Graham at First State Super and Michael Block at Australian Catholic Super on where they see investment opportunities, governance, how they value advice and supporting their members.
In this CPD course, you will see Vanessa Stoykov, Jenny Josling and Jason Ciccalollo (Orbis Investments) interview CIOs Sam Sicilia at Hostplus, Ian Patrick at Sunsuper and Kristian Fok at CBUS on their investment strategy, how they value advice, and member engagement and returns.
In this CPD course, Pina Sciarrone from AIA Australia sits down with Kris Mason from MBS Insurance to explore the key things you need to know about the benefits of a risk only business and how scale can work to your advantage.
In this CPD course, Pina Sciarrone from AIA Australia sits down with Dan Blatch from IMFG - Corporate Wealth Solutions, to explore the key things you need to know about setting up the structure of a successful business.
In this CPD course, Pina Sciarrone from AIA Australia sits down with Jessica Brady from Fox & Hare - Financial Advice to explore the key things you need to know when starting a new advice business, and how the Royal Commission and legislative changes have impacted the way they work with clients.
This CPD course, featuring Olympic gold medallist and swimming record-breaker Michael Klim, explores the reasons for the life insurance gap in Australia and the triggers that can lead to a conversation about income protection.
This CPD course, featuring Wallabies star Bernard Foley, explores why clients may have regrets about their position on the property ladder and how to educate them about the cyclicality of certain investments.
As Warren Buffett once said, it pays to be greedy when others are fearful, and fearful when others are greedy. This is never more true than when looking at the global opportunity set, where an abundance of headlines can create a lot of fear and confusion. When investing from a contrarian perspective, these are the moments to take the path less travelled.
Nadun was a doctor who emigrated to Australia with his family. He's young, successful, healthy and passionate about his work - which is why it took everyone by surprise when he had a stroke. But thanks to his financial adviser and the insurance arrangements they made together, he was able to get back to what he does best.
Soccer star Kyah Simon takes her sport very seriously, and is also passionate about her Aboriginal activism. She was also raised with a keen understanding for the value of money, and with the help of her financial adviser, she’s about to learn even more.
This CPD course, featuring AFL star Jude Bolton, explores how clients find themselves saddled with unnecessary debt, and how advisers can help them get rid of it.
As we’re moving into a projected “Asian Century,” it helps, as investors, to have a deeper understanding of the region than before. Part of that may involve redefining our traditional definitions of “emerging markets” as well as developing keen insights in the opportunities presented by an emerging Asian consumer class.
Despite being an exceptional athlete, Madi's still concerned about paying rent and one day buying a property. It's time she got the lessons she needs to help her reach those goals.
In this Thought Leaders Series, Platinum Asset Management portfolio manager Bianca Ogden discusses why healthcare is becoming such an exciting sector to invest in, touching on the new technologies and distribution methods being deployed and how certain traditional elements of healthcare are being disrupted.
In this series, Projit Chatterjee of UBS Asset Management explains some of the key reasons why investors should be looking to emerging markets for future growth. It’s not just about finding a bargain; it’s understanding the underlying factors that make EM a convincing long-haul proposition.
An accident can have devastating consequences for clients, both physically and emotionally. In this AIA Australia claimant story, we meet Phil who after suffering from a knee injury that resulted in twelve operations left him unable to work.
An illness can have devastating consequences for clients. In this AIA Australia claimant story, we meet Ingrid who after receiving the devastating news that she had cancer, needed to be able to focus physically and emotionally on getting the best treatment for her recovery. Thanks to her adviser and her Crisis Recovery and Income Protection Insurance she was able to.
Pasquale had a young family, a successful pharmacy business and a commitment to good health. Then he had a heart attack. It was completely unexpected and, were it not for his crisis recovery insurance, his medical problem would have been compounded by financial ones. In this series, we look at how insurance helped him not only get back on his feet but also look at making some changes in his life.
The economic weight of the world is shifting. 10 years ago, emerging markets made up about 30% of the world’s GDP, now it’s almost half. UBS Asset Management’s Geoffrey Wong makes the case for emerging market opportunities for growth investors.
Despite living in an age where we’re absolutely deluged with information, it’s becoming increasingly difficult to separate the signal from the noise. This is especially true in investing, where markets can be influenced by something so small as an errant Tweet. In this Market Update series, Platinum CEO Andrew Clifford explores where the true opportunities are hiding.
In this quarterly update, Financial Planning Association chief executive Dante De Gori discusses how the advice industry is being reshaped by reforms, the Royal Commission and the court of popular opinion. While advisers will face multiple challenges over the next few years, De Gori has some practical advice about how to move the industry forward.
An accident or illness can have devastating consequences for clients and that’s before financial considerations are even taken into account. When Carla's daughter was diagnosed with leukaemia she never imagined how much her adviser and AIA insurance would be able to provide the support she needed. Due to having family income protection insurance Carla was able to be there for her child when she needed her most.
In a time of sweeping regulatory change and the entrance and availability of new disruptive technologies, the financial advice is arguably at a precipice - the question is, how do you take the leap? In this series, we talk to four industry experts about how advisers can streamline their business, improve their margins and better articulate their value proposition.
Asia has changed massively over the last few decades, and in ways that the West aren’t seeing. In markets where each person having two smartphones is the new norm, or where domestic brands are beating international giants, how do you invest where the only constant is change?
As the backbone of our daily lives – from the bridges we cross to the electricity we use – infrastructure requires constant upkeep, upgrades and reinvestment. In this Market Update episode, Jeremy Anagnos of CBRE Clarion Securities examines how this basic principle, in addition to new types of emerging infrastructure, underscores an attractive investment opportunity.
A life-threatening accident revealed a disease that would last him the rest of his days, and Craig found himself unable to continue work as a surgeon in Australia, let alone overseas for our armed forces. The latest in our Insurance Masters series is a story of renewed purpose and highlights the role financial advice plays in changing lives.
Recognising the common practices of the ‘Big Four’ banks, and Australians’ fascination with real estate and minerals, the BlackRock Concentrated Industrial Share Fund aims to provide an extensive portfolio for the average Australian retail investor to help diversify their investments.
Australians have a huge domestic bias with their investing, so why would a portfolio designed for Australians focus on Australia? To avoid doubling up on stocks, and to provide diversity, the UBS Global High Conviction Fund focuses on quality stocks that Australians tend to have no exposure to. Combined with a strict and thorough vetting process for included stocks, this portfolio is aimed to provide global equity exposure to compliment those with a home bias.
A herniated disc sounds agonising enough. But add to that the fact that you’re a brand-new parent, and you’re in whole new world of pain. This was the reality for Andrew and his family when he got injured at work. With wife Hayley on maternity leave and Andrew out of work (and a long medical journey ahead of him), just keeping up with the mortgage wouldn’t have been possible if it hadn’t been for the insurance cover they’d had the foresight to take out.
Volatility is back in markets this year and the risks of not paying attention are magnified. In fixed income, interest rate shifts and central bank actions make it particularly important to be aware of recurrent myths surrounding this asset class.
Succession planning is a challenge for any business, but the stakes are higher when you're managing almost $30 billion in assets. As legendary investor Kerr Neilson steps down as CEO of Platinum Asset Management, we sat down in an exclusive interview with fellow co-founder and new CEO, Andrew Clifford, and talked about how one of Australia's largest asset management firms handles succession.
As an asset class, fixed income is often overlooked in favour of newer and more dynamic investment strategies, however, at a time when we’re expecting to feel the result of quantitative tightening around the globe, and volatility and uncertainty are returning to markets, perhaps predictability and stability of returns are just what’s needed. In this Market Update, Anne Anderson of UBS Asset Management makes a case for fixed income, how it’s being used by younger investors to realise their goals, and why it’s needed now more than ever.
The MFS Global Equity Trust uses a unique management style with the aim to outperform the MSCI World Index and present growth at reasonable prices. The trust's truly long-term investment horizon and the investment analysts it has positioned globally result in a unique strategy which attracts long-term investors seeking lower volatility over a market cycle.
Rising stock prices may entice investors, but Platinum Asset Management believes the price must match the opportunity. In this series, Douglas Isles, investment specialist (retail) for Platinum Asset Management, explains how the group exploits change, fear and excitement in order to secure long-term growth for clients.
Value investing relies on a fund manager’s ability to uncover under-priced assets where others don’t look, or perhaps can’t see them. But in an increasingly complicated global environment, what impact is this having on the way alpha is assessed and managed? In this Thought Leaders video series, Will Low, head of global equities at Nikko Asset Management explores two of the biggest influencing factors to investment management at present, and discusses what this means for the future of investing.
Innovation is all around us and its effects are pervasive. In this Market Update series, Chris Rands from Nikko Asset Management discusses the impact of innovation now and in the future, how it’s affecting fixed income and inflation, and why we need to rethink sources of income and returns with regards to this.
With a multitude of ETFs on offer, it can be difficult to know which might suit your needs best and to really understand ‘what’s under the hood’. iShares’ due diligence checklist can help you to understand ETF construction, costs and potential outcomes for your portfolio.
The investment team that manages the Franklin Templeton Multisector Bond Fund believes one of the biggest risks facing today’s bond investors is that fixed income around the world has been highly distorted by central bank actions.
Stability of income is key in today’s lower for longer environment, and could be combated by a contrarian investment approach which takes opportunistic leaps into particular equities. This strategy enables Allan Gray to minimise volatility traditionally associated with equities by going stronger during market troughs and pulling back during peaks to address your clients’ income needs.
If there’s one word that isn’t encountered often in the investment world, it’s simplicity. This rarity however, is what the RARE Infrastructure Income Fund finds most appealing about the infrastructure market and looks to it for stability, income and as an essential service to the community.
In this Market Update series from Orbis Investments, investment team member Graeme Forster discusses where he’s currently looking for value and why stable, predictable businesses are no longer the places to find it. Graeme also explores the future of the auto sector, and how the disruption of this market is creating pockets of value.
The success of the likes of Uber and Airbnb highlight how the biggest companies of today aren’t necessarily the ones with a 10 or 20 year track records, but those which can best identify and fill a gap in our current marketplace.
The Perpetual Diversified Real Return Fund is designed to target a level of return while minimising risk, through utilising a multi-asset approach, which can be beneficial to both accumulators and investors who are winding down into retirement.
Equity markets have performed strongly in the past years, with the US being the strongest performer and valuations at historic highs. Platinum asks – is this going to keep going? The Platinum International Fund seeks out assets that are mispriced through buying undervalued shares across the globe to find the best opportunities for investors over the long term. With a flexibility to move to cash and the ability to short positions, it takes full advantage of the Platinum investment process.
In his most recent quarterly update, FPA chief executive Dante De Gori discusses the association’s proposal for degree equivalency and why he believes it’s important that both prior learning and experience are recognised as part of this. This quarterly update series also provides an update on the regulatory changes impacting the industry, as well as ASIC’s current priorities and the upcoming Financial Planning Week.
In this Market Update series from Nikko Asset Management, head of Australian equities, Brad Potter, explores the key trends currently shaping our equity markets and discusses how these will impact investors. Brad also analyses the impact China is having on the sector and how this could help to keep the mining industry afloat.
In this Market Update series from UBS Asset Management, portfolio manager, Joel Fleming, introduces you to the microcap investment universe to debunk some misconceptions around the asset class, and to share how UBS evaluates opportunities in this space. Joel also explores the benefits microcaps can offer investors, and why he believes an investment in microcaps is an investment in innovation.
Property provides a cover for most of the aspects of our lives and is a tangible asset class which can be physically inspected and assessed. The Folkestone Maxim A-REIT Securities Fund invests in a variety of ASX-listed real estate securities which own office, retail, industrial and real estate-related social infrastructure. Using a high conviction active management approach and drawing on the expertise of the larger Folkestone group, the fund aims to achieve returns 1.5 per cent per annum (after fees, before tax) above the S&P/ASX 300 A-REIT Index over rolling three year periods for clients. In a world where returns are getting harder to attain, especially with a passive approach, the Folkestone Maxim A-REIT Securities Fund looks outside of the index and aims to provide investors with a steady income stream with a lower level of volatility than the rest of the market.
In this market update series from Platinum Asset Management, portfolio manager, Clay Smolinski shares his views on why the US market may no longer be the place to be moving forward for investors seeking international exposure and what he sees as the golden rules to portfolio construction. Clay also discusses behavioural finance and the link between psychological behaviour and stock prices.
In this market update series from Platinum Asset Management, chief investment officer, Andrew Clifford shares his views on what the group’s excited about in 2017, how his team works to identify the biggest market risks, and the investment philosophy that underpins the Platinum brand.
ETFs have been one of the fastest growing investment products in Australia recently as self-managed superannuation fund users continue to adopt ETFs for the flexibility and transparency they provide. As a smart beta ETF, the UBS IQ Morningstar Australia Dividend Yield ETF provides the benefits of a traditional ETF in addition to a research-based process which allows it to identify 25 high quality and high yielding securities, underpinned by Morningstar Research.
As investors become more aware and new technologies become more readily available, Australia’s financial services industry will have to step up and innovate to take advantage of these opportunities, or risk getting left behind. In this two part series, Sam Hallinan, managing director of Nikko Asset Management Australia, discusses the evolution of financial advice and asset management, and future gazes as to how the entire financial services value chain will adapt going forward.
Choice and control are the two main drivers compelling Australians to set up their own self-managed superannuation funds (SMSFs). A recent report into the sector, ‘SMSF Insights’, by UBS Asset Management and the Financial Services Council found that SMSFs now comprise one-third of Australia’s total superannuation pool and over 70 per cent of SMSF trustees utilise the services of a professional adviser. In this two part series, Bryce Doherty, head of Australasia at UBS Asset Management, discusses the findings from this report and shares the demographic and attitudinal trends that are shaping how Australians approach SMSFs.
The beginning of 2017 has already seen much legislative change for Australia’s financial services industry, with more to follow over the course of the year. In this No More Practice/FPA Quarterly Update, Dante De Gori details what these changes are, when they are set to take place, and what this means for Australia’s advisers. Dante also sets out what the FPA is doing for members in 2017 and how it plans to engage the Australian public in financial planning.
The Macquarie Income Opportunities Fund aims to provide security for investors during periods of low market yield, through its disciplined yet flexible investment philosophy. This Money Masters course with Brett Lewthwaite will explore how the fund aims to achieve investment returns over the medium to long-term, what type of investor is best suited to the fund and the team that supports it.
The UBS Diversified Fixed Income Fund is founded on a fundamental research-driven approach, which seeks out opportunities across the fixed income investment universe to maximise total returns for investors. In this Money Masters course, Anne Anderson explains what fixed income is and how investors can use it in their portfolios, the dual benchmark the UBS Diversified Fixed Income Fund is aligned to and the buy and sell discipline that underpins the fund.
The BetaShares NASDAQ 100 ETF Money Masters course with Alex Vynokur will educate you on what an exchange traded fund (ETF) is and how it can be traded, and the tax and administration benefits it affords investors. The course will also delve into how the BetaShares NASDAQ 100 ETF can provide currency diversification to the US dollar, as well as diversification by investing in the largest 100 non-financial stocks on the NASDAQ stock exchange.
The RARE Infrastructure Value Fund aims to utilise the listed market to replicate the risk return profile of unlisted infrastructure. In this Money Masters course, Nick Langley will explore how an investment in listed infrastructure can be used in a portfolio, the ideal investment horizon for infrastructure assets and the research process RARE employs when it comes to stock selection.
In this No More Practice/FPA Quarterly Update, Dante De Gori sits down with Vanessa Stoykov to discuss the key legislative, cultural and professional issues affecting your financial services industry. This quarter, he delves into the incoming education and professional standards, what impact the Life Insurance Reforms will have on the industry as well as why he believes the financial services industry does not need a Royal Commission.
Jack Delosa, founder and chief executive of The Entourage, discusses with Vanessa Stoykov the qualities entrepreneurs share and how advances in technology and diminishing barriers to innovation means we’re likely to see more of them in the future.
Australia has a tier of mid-sized businesses which are the hidden champions of our economy, yet too often they struggle to raise capital and grow revenue. As Richard Whiteoak explains during his two-part Thought Leaders interview with Vanessa Stoykov, Australia’s professional advisers such as lawyers, accountants and financial planners play a key role in assisting these businesses to grow and unleash innovation.
As Bryce Doherty, managing director of UBS Asset Management explains, choice and engagement are intrinsically linked to superannuation in Australia. In this two-part series, Bryce speaks with Vanessa Stoykov about the impact choice has on investing, why he believes many Australians remain unengaged with their super until they reach retirement, and what steps the industry can implement to change this.
As our world becomes more divergent it’s essential to be able to identify and invest in companies which have the ability to flourish in a low growth environment. In this Thought Leaders series, Will Low, head of global equity with Nikko Asset Management, speaks with Vanessa Stoykov about the role of free-thinking and pragmatism in investing, and why active investing will triumph in a low-growth world.
In this four-part Thought Leaders conversation with Vanessa Stoykov, Tanya Sale, chief executive of outsource financial explores the key issues currently impacting Australia’s credit broking industry and what affect these are having on the sector. Tanya discusses the ethical concerns around the mentoring of new entrants; how offering debt solutions can grow your business; what the true impact of self-managed superannuation fund (SMSF) lending has been on the industry; and why she believes the ownership of aggregators needs to be fully disclosed.
Statistics show the majority of Australian women are retiring with just over half the superannuation savings of their male peers. This presents a huge issue for Australians, advisers, and the economy. In a two-part conversation, Anne Fuchs of Sunsuper speaks with Vanessa Stoykov about why women have traditionally been disadvantaged when it comes to super and what steps advisers can take to help improve this for future generations.
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