Adviser Focus Archives | BetaShares
ETF Awards 2017

BetaShares wins “ETF Fund Manager of the Year”

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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Invest in international markets using ETFs

Going global: investing in international markets

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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The inside story: what I’m talking about this week

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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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 exciting.

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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 investors – 

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