Category: Financial Advisers

Hydrogen: a transition gas, or just a pipe dream?

26 July 2023

The third global energy revolution is now upon us. The first was the coal-powered steam engine introduced in the Industrial

AI – a dominant topic of conversation

5 July 2023

The awareness of Generative Artificial Intelligence (GenAI) has exploded since the release of ChatGPT in November 2022, firstly led by

What is causing the squeeze on Australian renters?

21 June 2023

Rising interest rates have led to a significant focus on housing and mortgage costs, however in Australia we have another

Why we still love founder-led companies

26 May 2023

As Portfolio Manager of the Milford Dynamic Small Companies Fund my focus is on smaller companies, and one of the

Portfolio Manager William Curtayne on the Relative Return podcast

19 May 2023

Listen to Milford Portfolio Manager William Curtayne discuss a range of big picture topics on the Relative Return podcast including

What your clients really want right now

8 February 2023

The longevity and success of any business comes down to continued market fit; an ability to understand your customers and

The mental health benefits of financial advice

8 February 2023

At face value, the role of the adviser is relatively clear – guide your clients through their investment journey, ensuring

Your client’s Money Archetype – the more you know, the better

1 November 2022

The various combinations of personal traits and Behavioural Economics combined with economic and social circumstances can manifest in people as

More than Financial Advice – The value of being a mentor, counsellor and mediator

1 November 2022

FACT: On average, Australian advisers spend 45%* of their time with their clients talking about non-ﬁnancial personal issues.
One of the

Milford Insights The Four Money Disorders

The Four Money Disorders – How to better understand your clients

5 August 2022

In this article, we present research that forms part of Milford’s and XY Adviser’s recently published whitepaper for Australian Financial

Behavioural Economics – Why investors make irrational decisions

5 August 2022

In contrast to classical models of economics, which assume consumers to be rational financial decision-makers, behavioural economics uses insights from

Single Post

8 June 2022

Why corporate bonds are looking more attractive relative to equities
Throughout the pandemic and up until 2022, the relatively low interest

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Equity Trustees Limited (“Equity Trustees”) (ABN 46 004 031 298), AFSL 240975, is the responsible entity for the Milford Investment Funds. Equity Trustees is a subsidiary of EQT Holdings Limited (ABN 22 607 797 615), a publicly listed company on the Australian Securities Exchange (ASX: EQT).

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Category: Financial Advisers

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