US residential market a better bet than Aussie housing
You can safely bet any margin of safety buying Australian property has vanished. This isn’t the case in the US, though. Peters MacGregor's Nathan Bell sees opportunity overseas.
June 07, 2017
Shadow Shopping Survey: Nothing sells like value
Better engagement but still areas to improve. That's the gist of the results from the Shadow Shopping Survey 2017, which were revealed at the Professional Planner Licensee Summit.
June 07, 2017
No substitute for a genuine focus on the best outcomes
In the struggle towards becoming a profession, legislated and regulated processes and standards are no substitute for a legitimate focus on outcomes in the client’s best interest.
June 07, 2017
Synchron launches inaugural app for advisers
Synchron’s drive to best leverage innovative technology has seen it launch its inaugural event app for advisers. The event app operates as an informational and functional tool which enables advisers to view and register for events, scan attendance details, rate content, communicate via social media and more. Plus, it automatically registers CPD points based on
June 06, 2017
Pengana updates the investment strategies of Hunter Hall funds
Pengana Capital Group Limited (ASX: PCG) today announced updates to the Hunter Hall funds international equities funds. These changes will substantially improve the management of the portfolios, providing significant benefits to investors. The changes follow on from the shareholder vote at the Hunter Hall International Limited (ASX: HHL) Extraordinary General Meeting last week, which resulted
June 06, 2017
Managed portfolios key to stronger adviser-client relationships
Managed portfolios are becoming a key element to building stronger relationships between advisers and their clients, according to a new whitepaper by Core Data and HUB24 entitled: Managed Portfolios – A sound investment in your clients and your business. According to the whitepaper, advisers who integrate managed portfolios combined with a comprehensive platform have been
June 06, 2017
AMP Elevate enhancements boost choice and flexibility
AMP has launched a series of new features and improvements to AMP Elevate insurance, giving advisers and customers more choice and flexibility when it comes to life insurance. Standard income protection plans in super can now be linked to plans held outside super, allowing customers to take agreed value income insurance while paying most of
June 06, 2017
For financial planning pioneer, the client is the constant
Virginia Dowd has spent three decades reaping the benefits of putting the customer at the centre of her business.
June 06, 2017
Super needs to be able to help members pay for aged care
Superannuation funds need to be able to help members cover the costs of aged care, Peter Murphy writes.
June 06, 2017
Anti-themes important to avoid permanent loss of capital
While investors tend to look to the themes and trends driving investment opportunities, it is also useful to recognise the ‘anti-themes’ influencing markets, says Chris Bedingfield, Portfolio Manager at Quay Global Investors. “In all asset classes there are sectors with potential long-term headwinds that may detract from future performance. Knowing what to avoid is as
June 05, 2017
InvestmentLink expands team, targets wealth management education
InvestmentLink, Australia’s largest financial data source, is pleased to announce the appointment of Owen Joyce as the company looks to further develop solutions to assist financial planners, accountants, bookkeepers and mortgage brokers better engage with their retail audience. Owen has two decades of experience in senior sales and general management roles, mainly in the training
June 05, 2017
