‘No boundaries…You can do anything you want’
Glen James always had an interest in finance but it took an injury and a self-help book to convince him to pursue his passion.
May 23, 2017
Long-term investors can learn from insurers about strategy design
New AXA IM research highlights golden rules around how insurers invest There’s a great deal asset owners and managers can learn from insurance companies’ long-term approach to investing, especially when it comes to investment strategy design, according to AXA Investment Managers (AXA IM). Hosting a series of roundtables for Australian institutional clients and consultants across
May 22, 2017
Colonial First State announces new managed accounts solution
Colonial First State has today announced details for its new Managed Accounts capability across its FirstWrap and FirstChoice platforms, including no brokerage fees for clients, as part of a tailored solution to suit a wide variety of licensees and independent financial advisers. Colonial First State already administers more than $6 billion in managed account structures
May 22, 2017
OnDeck business loans help franchise businesses get on with it
Small business loan specialist OnDeck announced a partnership with the Franchise Council of Australia (FCA), the peak body for the franchise sector in Australia. The agreement underscores OnDeck’s go-to-market approach for its joint flagship product with partner MYOB – ‘MYOB Loans Powered by OnDeck’. Recognising cash flow as a pain point for most small business
May 22, 2017
BT Panorama deals for access to Ignition Wealth digital service
Advisers, accountants and investors on BT’s Panorama platform will have access to Ignition Wealth’s digital advice solution from the third quarter of this year.
May 22, 2017
Consistent messaging doesn’t have to be tedious
Messaging inconsistency is where small businesses often get their marketing wrong. Find the right balance between consistency and customisation.
May 22, 2017
Educate clients about approaches from funds, for everyone’s sake
An unsolicited letter to a client sparked an 18-month-long, and ultimately unsuccessful, fight for compensation. Financial planners are advised to look out for similar approaches.
May 22, 2017
Prepare clients for July 1 with CGT relief decision
With less than six weeks until super changes kick in, this guide may help you decide which clients should apply for CGT relief.
May 19, 2017
New tools on Australian market will give risk a higher profile
The arrival in Australia of two UK providers of risk-profiling tools may prompt financial planners to revisit their approach to risk tolerance and how it fits their advice profile.
May 19, 2017
Trump versus Mexico, US Nil: Mexico 1
The real implications of a renegotiated NAFTA The US has more to lose from President Trump’s initial tough North American Free Trade Agreement (NAFTA) stance than its neighbours, according to the investment manager of the King Irving Sura Pacific Alliance Fund, which may partly explain Trump’s subsequent softening on the issue and the opportunities it
May 18, 2017
The less we use cash, the more money we spend
Australians are leaving cash behind for the convenience of electronic payments. This may not be good news for our financial wellbeing, Moneysoft’s Jon Shaw reports.
May 18, 2017
There’s a better way to cool off the housing market
If the Treasurer doesn’t want to scrap negative gearing altogether, a policy restricting the tax deductibility of construction cost to new properties would make sense.
May 18, 2017
