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The dust continues to settle following the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry. As a new dawn breaks across the financial services industry I was keen to share a few of my insights into how investors, their advisers,

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For the second year in a row, BetaShares has been awarded “ETF Manager of the Year” at the 2017 Professional Planner & Zenith Fund Manager Awards.
The Awards bring together the acknowledged quality of Zenith’s investment research capabilities with the leading independent publication in the financial planning space to recognise sustained excellence in the area of funds management.

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A question I often ask my adviser clients is how they’re investing in international markets. The answers vary, with the majority of advisers using managed funds or ETFs and some of these also investing in specific stocks on global exchanges.
Once we have discussed the how, my next question is what sort of exposures they are investing in.  

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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,

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BetaShares is proud to have been awarded the 2016 ETF Provider of the Year at the 29^th Fund Manager of the Year awards hosted by Money Management and Lonsec on May 26^th 2016.

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Since my last blog post a number of notable events have occurred. The Bachelor has narrowed his potential life partner down to 5 candidates, the Hot Plate has announced a winner destined for ultimate foodie and endorsements glory, and last, but not least, we have all survived the market sell off a couple of weeks ago that sparked the headline grabbing hashtags of #blackmonday and #ChinaMeltdown.

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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 exciting.

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When I’ve caught up with friends this week, the key issues we’re ‘chewing the fat’ about are the shenanigans of the U.S. presidential election,  which contestants will make the Final 5 of Masterchef and what new Paleo fad, Atkins diet or juice cleanse we’re taking on. In my meetings and conversations with financial advisers however,

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There has been significant recent growth in the Australian ETF market, going from just under $4 billion in funds under management (FUM) in 2011 to more than $18.5 billion FUM by June 2015.
While the growth rate is undeniably impressive the amount of actual FUM is still a fraction of the Canadian ETF market (where I cut my teeth!),

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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 investors – 

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