BetaShares awarded ETF Fund Manager of the Year by Professional Planner & Zenith Investment Partners

BetaShares is proud to have been awarded the 2016 ‘ETF Fund Manager of the Year’ at the Professional Planner | Zenith Fund Awards held on October 7th 2016. The awards are based on Zenith’s renowned fund manager review and rating process that focuses on nine key aspects of a fund manager’s philosophy, process and people.

Read more

Why U.S. financial planners are turning to the ETP Model Strategist

Having recently moved to Australia from the U.S to join BetaShares., I’ve noticed many similarities between the financial industries in both countries. Particularly I’ve noticed: the increase in compliance and reporting obligations that Financial Planners must now meet; and growing investor demand and interest in Exchange Traded Products (ETPs) – which I personally find very

Read more

Using ETFs to generate efficient after-tax outcomes

At this time of the year many investors and their advisers are focused on ensuring they implement the most tax efficient strategies in order to take advantage of any benefits or deductions before the end of the financial year.  This post details an important but often underappreciated benefit that exchange traded funds (ETFs) can offer

Read more

Asset Allocation – A Cornerstone of Active Portfolio Management

In my travels as one of BetaShares’ Directors of Distribution, I get to observe first-hand how some forward thinking advisers are approaching portfolio management. One area I am seeing a lot more of recently is advisers using asset allocation as a key component of an active portfolio management strategy. In a series of BetaShares Academy

Read more

Adviser Focus: How ETFs can add to your client value proposition

In my role as Director, Adviser Services, I get to see first-hand how different advisers approach their practices and attempt to differentiate their client value proposition. Obviously, when looking to develop a differentiated practice offering, there is a plethora of choice and no right answer. But one thing I have found in common amongst the

Read more


    Warning: Invalid argument supplied for foreach() in /home/bsharesuser/public_html/wp-content/themes/betashares/index.php on line 114

Thank you for your request, an email will be sent to you shortly. If you don’t receive it within 30 minutes please contact info@betashares.com.au