‘Highly active’ strategies face the test of time
A retrospective analysis of fund performance between 2007 and 2017 examines whether highly active strategies have delivered for clients.
October 12, 2017
Politics’ impact on markets – like people – is unpredictable
Over the last 18 months, five large geopolitical stories have influenced financial markets in quite different ways, from which investors can draw a range of conclusions.
October 11, 2017
Managed accounts: dig deeper before diving in
Investment managers and consultants vary. In this final instalment of a two-part series, Innova’s Dan Miles considers the benefits and risks they bring to managed accounts.
October 11, 2017
Learn the risks of getting your own AFSL
Ray Miles and Geoff Rimmer have teamed up for a two-day event designed to help practice owners make an informed decision about whether to get their own AFSL – before they buy one.
October 11, 2017
For tax purposes, home is where the subdivision is
If clients are 65-plus and considering downsizing, subdividing a property can have tax benefits or pitfalls. Learn how to make the right move.
October 10, 2017
Best tech, it’s no distraction
The challenge for advisers in coming years will be to separate genuine technological upgrades for their business from all the latest shiny new tools.
October 10, 2017
Professional Planner | Zenith Fund Awards 2017 picture gallery
See all the images from the prestigious Professional Planner | Zenith Fund Awards, held at the Ivy in Sydney on Friday, October 6, 2017.
October 09, 2017
Full list of Professional Planner | Zenith Fund Award winners
Here are all the finalists and winners from the Professional Planner | Zenith Fund Awards.
October 09, 2017
The many numbers behind your marketing ROI
To arrive at a meaningful measurement of ROI on your marketing budget, there are many numbers and metrics to consider along the way – starting with a few in your strategy.
October 09, 2017
Profile: Fun lifestyles, ambitious life goals can mix
Cara Brett’s knack for numbers led her to launch Bounce Financial, where she helps younger clients realise they don’t have to choose between home ownership and enjoying themselves.
October 09, 2017
Professional Planner, Zenith reveal Fund Manager of the Year
The prestigious Professional Planner | Zenith Fund Manager of the Year – and 18 other winners – have been revealed to a record 350 guests at the Ivy Ballroom in Sydney.
October 06, 2017
AMP to announce University Challenge finalists next week
Five teams in the AMP University Challenge will be notified next week that they’ve made it through to Finals Day, and the last two challenges, to be held in Sydney on October 27.
October 06, 2017
