‘There’s no point being brilliant but anonymous’
Darren Johns changed his business based on feedback from clients and was rewarded with industry-wide recognition. Now he wants to share his lessons.
June 05, 2017
Death by discount: Competing on price can be a ticket to nowhere
In a competitive market such as financial planning, getting bogged down in the price conversation, at the expense of offering value, is an easy mistake to make.
June 05, 2017
Super for home purchases a good idea, for another time
The government was right not to allow greater access to super for homes but in the future it could be a good idea, Anthony Asher writes.
June 05, 2017
Serving the public interest is the first test
For financial planning to gain recognition as a profession, the industry must learn to put the broader public’s needs and concerns ahead of all else.
June 02, 2017
Emerging markets lands of investment opportunity at the moment
Improving fundamentals offer a window of opportunity for investors who want to take a long ride on the emerging markets wave.
June 02, 2017
John Maroney: The SMSF Association’s next crusader
John Maroney is ready to focus on flexibility and efficiency for Australia’s army of self-funded retirees, as new chief executive of the SMSF Association.
June 02, 2017
Shareholders vote in favour of merger with Pengana Capital
The Board of Hunter Hall International Limited (ASX: HHL) is pleased to advise that the merger with Pengana Capital (Pengana) to create Pengana Capital Group Limited (ASX: PCG) has been approved by HHL Shareholders today, with all five resolutions being passed. The Shareholder vote showed in excess of 92% of all votes cast were in
June 01, 2017
Decimal raises compliance bar
Decimal Software Limited (ASX: DSX; “Decimal” or “the Company”) is pleased to announce that its enterprise financial software has been independently reviewed against the requirements of the Australia Securities and Investments Commission’s (ASIC) Regulatory Guide 255 (RG255). The Company proactively commissioned the review to assess how effectively its technology enabled superannuation funds and banks to
June 01, 2017
Don’t rely solely on licensees for compliance, advisers told
The failures ASIC’s internal compliance audit has identified demonstrate that advisers need to double-check their licensees’ breach reporting, the FPA's Dante De Gori has said.
June 01, 2017
The four stages of investment analysis
Most advisers probably aren’t looking to the Future Fund for investment ideas, but its quest for more efficiency in active management fees is likely to resonate.
June 01, 2017
Practices need to tap into the technology premium
A new report puts a dollar value on what efficient use of technology in planning and running a business can mean for the bottom line.
June 01, 2017
ANZ Wealth introduces SMAs to its Grow Wrap investment platform
ANZ Wealth today announced the introduction of Separately Managed Accounts as part of its Grow Wrap investment platform, providing greater flexibility for investors. Under the move, ANZ Wealth will introduce 13 new Separately Managed Accounts (SMAs) to professionally managed portfolios of direct equities and exchange traded funds. Commenting on the introduction of SMAs, ANZ Wealth
May 31, 2017
