When growth stalls, plan on a call from Focus Financial
A fragmented advice industry in the US has proven to be fertile ground for Focus Financial, which is bringing its knack for supercharging successful firms to Australia.
March 07, 2017
Horses for courses: passive strategies trail in some markets
Passive may be currently favoured against active investing in Australia and other developed markets, but investors need to be careful when applying this thinking to developing or emerging markets where the opposite may be true. Investors benefit from a ‘horses for courses’ approach when investing overseas, according to Mugunthan Siva, Managing Director of specialist India-focussed
March 06, 2017
DomaCom completes first transaction with managedaccounts.com.au
DomaCom recently completed its first fractional property acquisition transaction for Sydney-based advisory group Benwest Investment Services through managedaccounts.com.au, one of Australia’s leading managed account providers. “We are very pleased to have proven how the fractional property model can work in a managed account structure. managedaccounts.com.au is a mainstream provider and the first to offer real
March 06, 2017
Lonsec upgrades Flinders Emerging Companies Fund
As a result of Lonsec’s comprehensive Australian Small Companies review process, it has upgraded the Flinders Emerging Companies Fund from ‘Investment Grade’ to ‘Recommended’. According to Lonsec’s rating definitions, a ‘Recommended’ rating indicates that the research house has strong conviction that the financial product can generate risk-adjusted returns in line with relevant objectives, which
March 06, 2017
Farmers became role models for former agribusiness manager
In his time with Rabobank, Ben Littleton met many resilient farmers, whose spirit influenced his later work as a financial planner. Johanna Roberts writes.
March 06, 2017
Is this working? Content’s impact on sales need not be a mystery
Content has become a dominant marketing tool over the last five years but measuring its impact can still be tricky. Anthony O’Brien offers some insight.
March 06, 2017
Mature advisers are an asset the industry must work to keep
In 2004, major changes led to the loss of an entire generation of knowledge from the industry. ClearView Wealth’s Christopher Blaxland-Walker says the sector can’t let that happen again.
March 06, 2017
Professional Planner names Kate Cowling new editor
Conexus Financial has announced the appointment of Kate Cowling as the new editor of Professional Planner magazine and online.
March 03, 2017
Planners and accountants now complement while they compete
Call it a sort of professional armistice. Powerful forces are creating closer ties between Australia’s accounting and financial planning communities.
March 03, 2017
FPA continues awareness campaign with launch of Money & Life site
The Financial Planning Association has launched its consumer-focused website, Money & Life, with the aim of educating the general public and dispelling some myths.
March 02, 2017
Financial planning revolution: don’t be first against the wall
As more clients work out what they want advisers to do for them, those who make the transition to advice will have the chance to survive and thrive. David Haintz writes.
March 02, 2017
Educate clients on dangers, opportunities of interest rate moves
Central banks meet in coming weeks. Be prepared for surprises, like a lift in rates in the US or a cut here. Alexandra Cain explains that clients need to know the risks and opportunities of each scenario.
March 02, 2017
