You may not be too familiar with Steadfast Group (ASX: SDF) and AUB Group (ASX: AUB), but these insurance brokers are high quality businesses in an industry with high barriers to entry. Which is why we are very happy to hold them in our funds. Continue…

by Lisa Fedorenko Posted in Insurance, Stocks We Like.

• 2 Comments
• save this article
• 2
• POSTED IN Insurance, Stocks We Like.

“While the outlook for Blue Sky is easy to articulate, the execution is always more challenging…Our business is well placed to meet the inevitable challenges that lie ahead” quoted the 2017 Annual Report. Continue…

by David Buckland Posted in Companies, Financial Services.

• 4 Comments
• save this article
• 4
• POSTED IN Companies, Financial Services.

In this interview with Ross Greenwood on Money News, David Buckland discusses Blue Sky Alternative Investments (ASX: BLA). The share price was hammered on Monday, falling by over 22 per cent, and fell a further 6.4 per cent on Tuesday to close at $3.80. What does the future look like?

by David Buckland Posted in Radio.

• LISTEN
• save this article
• POSTED IN Radio.

After 25 years, and from modest beginnings, the Australian superannuation system has a lot to be proud of. As one of the largest superannuation and pension systems globally it is well on the way to meeting its ultimate purpose of supporting all Australians as they move toward their retirement years. Continue…

by Scott Phillips Posted in Investing Education.

• 4 Comments
• save this article
• 4
• POSTED IN Investing Education.

The Royal Commission into the Australian financial sector seems to be taking a dim view of the way lenders assess the expenditure of loan applicants. It’s possible it will recommend that banks check the actual level of spending of each applicant. This could have big ramifications. Continue…

by Andreas Lundberg Posted in Editor's Pick, Financial Services.

• 15 Comments
• save this article
• 15
• POSTED IN Editor's Pick, Financial Services.

In this week’s video insight Tim discusses a position The Montgomery Fund recently took in BT Investment Management (ASX:BTT).

Continue…

by Tim Kelley Posted in Video Insights.

• 2 Comments
• save this article
• 2
• POSTED IN Video Insights.

The Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry is bad news for banks and other organisations that are being put under the microscope.  But it’s been a boon for advertisers, who have enjoyed a boost in ad spending as financial services businesses seek to prop up their brands. Continue…

by Stuart Jackson Posted in Media Companies.

• save this article
• POSTED IN Media Companies.

Over the years, I’ve received copious advice which has made me a better investor. Today I wanted to share three pieces of rather direct advice which helped me make the most out of meetings. Continue…

by Lisa Fedorenko Posted in Insightful Insights, Investing Education.

• 2 Comments
• save this article
• 2
• POSTED IN Insightful Insights, Investing Education.