YIELD CURVE INVERSION: TIME FOR PRUDENCE ?
The yield curve is said to be negative or inverted when long term bond yields (generally 10 Year bonds) are [...]
4
11, 2019
21
08, 2019
Investment Commentary – Baby Boomers’ Biggest Risk
While our Risk Management process aims to keep up with markets when conditions are stable, it also incorporates downside risk [...]
18
02, 2019
Royal Commission (RC) – Thoughts from DFS
DFS operates as an inter-generational service firm that sustains itself through trust. Indeed, our long-term relationships rely on trust, which [...]
18
02, 2019
Active v Passive Investing.Who’s winning the battle?
There is growing debate around whether investors should have their portfolios managed through passive funds and whether active funds are [...]
10
08, 2018
DFS Portfolio Solutions wins IMAP Award for International Equities
On Wednesday 1st August 2018 I attended the inaugural IMAP Managed Accounts Awards. Pleasingly, DFS Portfolio Solutions was named as a [...]
16
07, 2018
ANNOUNCEMENT: DFSPS Most Nominated Manager in 2018 IMAP Awards
I am pleased to announce that DFS Portfolios Solutions has been selected as a finalist in four (4) investment categories [...]
13
07, 2018
Testimonial: Steve Ingram
I have been a DFS customer for a very long time and have always valued the personal attention and relied [...]
1
06, 2018
Of Super Importance
Not All Balanced Super Funds Are Equal Balanced Industry Super Funds have generally outperformed retail benchmarks by assuming more risk. [...]
31
05, 2018
Testimonial: Kirstie Oliver – ELEVENTEN Advisory
As an independent self-licensed advisory practice, our core objective is the provision of strategic advice, tailored to suit the specific [...]
30
05, 2018
The Future of Advice
Separating Planning and Portfolio Advice DFS Portfolio Solutions Principal, Stephen Romic, addresses the future of Financial Advice, which is based [...]
26
05, 2018
Testimonial: Sumi Putra
Having worked in funds management for over two decades, I recognised that DFS has unique qualities which led me to [...]
24
05, 2018
The Excessive Cost of the Advice Industry
What Investors Can Do About it Today In simple terms, the Royal Commission is all about protecting your wealth by [...]
21
05, 2018
Testimonial: Dr Frank Ashe
My role in the DFS Portfolio Services investment committee is twofold: to provide independent oversight of the decisions made by [...]
17
05, 2018
DFS Portfolio Solutions appoints
Calvin Hsieh to the investment team.
DFSPS has added a fourth member to its investment team. Calvin Hsieh is finalising his Masters of Internal Finance (Risk [...]
11
05, 2018
The Royal Commission and
the Elephant in the Room
In the past 3 weeks, the banking and financial services industry certainly felt the wrath of the Royal Commission. Finally, [...]