Industry Updates

The secret to Barry Lambert’s success? ‘Think forward’

Count Financial founder Barry Lambert has thrived from being in the right position to capitalise on coming changes. So what’s he up to now? Growing medicinal marijuana.

BT manoeuvres for growth with Panoramic transformation

BT Financial Group’s $600 million move to the Panorama platform is more than just a new look on old duds. The overhaul is designed to improve the business's chances for growth.

The six steps to building a great business

We've previously looked at differences between a practice and a business. Now, let’s explore some of the key requirements of an advice business that excels.

Super industry split on the budget’s downsizing provision

Opinions are split across the industry on the impact of new incentives for ‘downsizers’ unveiled in the federal budget.

The First-Home Super Saver Scheme can be a foot in the door

Take advantage of this chance to develop an advice relationship with the adult children of your older clients – to the benefit of all.

VanEck Vectors Australian Corporate Bond Plus ETF trading on ASX

We are pleased to advise that the VanEck Vectors Australian Corporate Bond Plus ETF (ASX: PLUS) commenced trading on ASX today.   PLUS tracks the Markit iBoxx AUD Corporates Yield Plus Index and is a portfolio of the highest yielding investment grade AUD corporate bonds. Investors can invest in PLUS on ASX for 0.32 %

Individual licensing: A bold step towards becoming a profession

The biggest obstacle to professionalising financial planning might be getting the sector to move to individual licensing. How to do that is a discussion the industry needs to have.

AMP Limited reports first-quarter cash flows, AUM, update

AMP Limited (ASX: AMP; ADR: AMLYY) today reported cashflows and assets under management (AUM) for the first quarter to 31 March 2017 and provided an update on its Australian wealth protection business.  Q1 17 Australian wealth management inflows increased 11 per cent from Q1 16 to A$6.4 billion. This was offset by a 19

Funds hope first-home saver accounts will engage Millennials

The budget's First Home Super Saver Scheme is not expected to drive a boom in home ownership but it could help get the Millennial generation thinking about their super.

David Murray named Sterling Private Wealth CEO

Sterling Private Wealth (Sterling) has announced the appointment of David Murray as the group’s new CEO.

Federal Budget 2017: Industry reaction

A Cut and Paste round-up of how the financial services industry responded to Tuesday night's Federal Budget.

ASIC to get extra funding for dispute resolution body

ASIC is due to receive more funding for a one-stop external dispute resolution body and efforts to promote financial literacy.

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