The buzz word in the platform space this year has been managed accounts. Larger financial planning licensee and planner groups are now considering or in the process of setting up their own managed accounts. Some of the platform providers with leading technology benefiting from this trend have been ‘the independents’ such as Netwealth and HUB24, amongst a handful of other providers. Continue…

by Dean Curnow Posted in Investing Education.

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New Zealand’s biggest and most popular internet auction and classifieds website, Trade Me (ASX:TME), is being put under the microscope by two potential bidders – Apax Partners and Hellman & Friedman. And there’s speculation that more bids are likely for this strong and growing business. Continue…

by Stuart Jackson Posted in Companies, Editor's Pick, Stocks We Like.

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In a recent post, we set out the following 20-stock portfolio, and invited readers to think about the investment style and process behind the portfolio. To recap, the individual holdings and weights were as follows. Continue…

by Tim Kelley Posted in Investing Education.

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by Roger Montgomery's Team Posted in Old Content.

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by Roger Montgomery's Team Posted in Old Content.

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In this radio program with Philip Clark, Roger discusses interest rates. They have been left on hold again by the Reserve Bank, although globally they’re rising. Why are interest rates so important and what will be the impact on Christmas spending? Listen here.

by Roger Montgomery Posted in Radio.

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Slowing growth and tightening profit margins, customers entering financial stress and falling asset values; It sounds like the recipe for a disastrous investment but what if the price of the investment has factored in something even worse, which failed to eventuate? Continue…

by Roger Montgomery Posted in Companies, Financial Services.

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In recent months, interest rates have been rising globally, exerting a downward gravitational pull on the value and price of most assets. It’s a trend that’s likely to play out for some time.  And that’s why it makes sense to be holding cash. Continue…

by Roger Montgomery Posted in Market commentary.

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