Just as technology enables clients to take ever more control of the investment process, so financial advisers need to keep developing their business role.
Simon HoyleAugust 28, 2017
Centric Wealth, the financial services company backed by CHAMP Private Equity, will develop new in-house investment solutions for financial advisers and their clients as part of plans to expand its product and services business. The group currently offers five investment funds including the Centric DHA Residential Property Fund, which recently received an AA+ rating from […]
Leng YeowOctober 22, 2013
If the global financial crisis (GFC) taught us anything - and it taught us a lot - it’s that sometimes the conventional thinking can be well wide of the mark. A conference in Sydney today and tomorrow aims to equip financial planners with the means to make certain investment decisions in an increasingly uncertain world.
Simon HoyleAugust 24, 2011
The first ETFs in the world were launched not in the US, but in Canada SSgA and Vanguard each offer three ETFs, while iShares offers 19 The investor can then sell its ETF units on the secondary market or directly back to the ETF provider ETFs can deliver on fees
Simon HoyleAugust 7, 2009
Self managed super fund (SMSF) investors are the first to have embraced the nascent exchange-traded fund (ETF) market in Australia. Planners have been slow to come to the table, largely due to the fact that ETFs do not generate a sales commission; however, providers claim the trend towards fee-based advice is driving growth in take-up. […]
Professional PlannerJune 30, 2008