‘Master of my own destiny’ after years of tough lessons
Randall Stout faced many challenges in making the move from accountancy to advice. It’s all gone into helping him succeed at finally running his own business.
July 24, 2017
How to identify the ideal clients
A tool called a 'client persona' can help you understand what motivates consumers, so you can build a client base well suited to your business.
July 24, 2017
Behavioural biases a four-fold challenge for advisers
Behavioural biases regularly sabotage the best-laid financial plans. Identifying and changing bad habits takes expert advice and powerful technology, Moneysoft’s Jon Shaw writes.
July 24, 2017
Managed accounts use grows 2017 NAB/Investment Trends Report
Financial advisers are increasingly turning to managed accounts and shifting away from direct shares, with the use of managed accounts increasing for the fifth consecutive year according to research released today by NAB and Investment Trends. The 2017 NAB/Investment Trends Planner Direct Equities and Managed Accounts Report shows that the proportion of advisers using managed
July 21, 2017
Are all infrastructure exposures equal?
Zenith Infrastructure Sector Review 2017 Global listed infrastructure continues to gain traction in client portfolios, as well as enjoying strong returns in investment markets. The aggregate funds under management (FUM) within Zenith’s rated funds increased from $A32.5 billion to $A41.8 billion over the 12 months to 30 April 2017, a growth of 28.6%. At the
July 21, 2017
Second round of Professional Planner | Zenith finalists released
Finalists in eight more categories have been announced for the 2017 Professional Planner | Zenith Fund Awards. Winners will be named in Sydney on October 6.
July 21, 2017
Clients care about outcomes, not who’s ‘institutionally owned’
The recent ASIC ruling and ensuing debate about use of the terms ‘institutionally owned’, ‘non-aligned’ and ‘vertically integrated’ wrongly take the focus off what clients want.
July 20, 2017
On the edge of professionalisation: It’s time to make the leap
It's time for advisers to move forward in a way that works for them and also delivers optimal client outcomes, Koda Capital's Paul Heath writes.
July 20, 2017
Professional Planner | Zenith Fund Awards finalists revealed
The first tranche of finalists for the 2017 Professional Planner | Zenith Fund Awards have been announced. Winners will be revealed in Sydney on Friday, October 6.
July 20, 2017
Mercer Investment Surveys – Financial Year June 2017
According to Mercer’s Investment Sector Survey released today, in the 12 months to 30 June 2017, the median Australian shares manager outperformed the index by 0.7% and outperformed over the quarter by 0.9%. Over the longer term periods of three and five years to June, the median manager has outpaced the ASX 300 Accumulation Index
July 19, 2017
MDAs continue to be favoured by IFAs
managedaccounts.com.au (ASX:MGP), one of Australia’s leading managed discretionary account (MDA) providers, has been selected to build and implement a MDA service for Sydney based advisory group The Wealth Partnership, which manages substantial portfolios for HNW and SMSF clients. The appointment, which followed an extensive review, reflects growing demand for bespoke MDAs as a model of
July 19, 2017
