Fee structures lack innovation, breed index-like returns: Remerga
The growing strength of popular investment markets has put increased pressure on investment managers to produce new fee models that offer more attractive returns to investors and protect the industry against intervention by the regulators, according to a new white paper by Australian investment manager Remerga. The white paper, ‘Fee innovation in investment management overdue’,
May 23, 2017
Get the best out of your staff – evaluate them the right way
An incorrect approach to measuring staff performance could be costing your business by stifling innovation, creativity and collaboration.
May 23, 2017
Protect the vulnerable among clients and their beneficiaries
Powers of attorney, advance-care directives and special disability trusts are among measures that can help protect clients and their beneficiaries should they become vulnerable.
May 23, 2017
‘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
