Welcome to the latest edition of The Lander Report.
In this quarterly video update, Dynamic Asset's Portfolio Manager, Dr Jerome Lander discusses the state of financial markets, portfolio insights and what this means for Financial Advisers and their clients.
Welcome to the latest edition of The Lander Report.
In this quarterly video update, Dynamic Asset's Portfolio Manager, Dr Jerome Lander discusses the state of financial markets, portfolio insights and what this means for Financial Advisers and their clients.
Welcome to the latest edition of The Lander Report.
In this quarterly video update, Dynamic Asset's Portfolio Manager, Dr Jerome Lander discusses the state of financial markets, portfolio insights and what this means for Financial Advisers and their clients.
In today's increasingly complex world, consumers need quality financial advice more than ever. Yet many advice firms are struggling; overburdened by regulatory and compliance obligations that are making it difficult to scale their business and keep fees affordable, resulting in more work for not necessarily any more profit. Too often, these are the advisors that are failing to capture the opportunity to modernise their business in response to changing industry requirements and customer needs.
Welcome to the first edition of The Lander Report.
In this quarterly video series, Dynamic Asset's Portfolio Manager, Dr Jerome Lander discusses the state of financial markets, portfolio insights and what this means for Financial Advisers and their clients.
Are you looking to service more clients efficiently, while still meeting each individual's unique investment needs? A Managed Account can do just that, leaving you with more time and resources to nurture your business.
These aren’t normal times. All asset prices are inflated, and not just by a little bit. Arguably we are living through one of the biggest bubbles in asset prices of all time given the massive government support required to keep the bubble inflated with massively inflated valuations during such lacklustre economic conditions. At the same time, there is an indelible belief in passive and quasi-passive investing.
It’s becoming increasingly apparent that it’s a dangerous time in markets for investors. Governments and Central Banks around the world have reacted by pumping in immense amounts of stimulus to maintain price stability. But the more astute observers recognise this is a band-aid, not a permanent solution, and that traditional Risk Profile or SAA portfolios are not designed to navigate, or even survive, the future.
Equity markets have bounced well over 20% since the lows just over a month ago, so technically we are already in a new bull market.
With peak new cases now behind us, the economy agitating to reopen and governments starting to ease restrictions, is the massive fiscal and monetary stimulus in the pipes about to prove the bulls spectacularly right?
New consumer-centric financial product and distribution obligations from April 2021 offer astute financial advisers an opportunity to not only meet the requirements, but to gain an edge in achieving superior client outcomes and improve their business practices.
