A capital idea rooted in accountability and honesty
David Andrew credits his loving but tough upbringing with giving him the tools he needed to build a business that was a 2016 FPA Professional Practice of the Year finalist. Jo Leggatt writes.
December 12, 2016
Tis the season to … plan your start to 2017!
Anthony O’Brien says now is the time to review and take stock of your marketing plans to make sure you hit the ground running and head into the new year in the best possible shape.
December 12, 2016
Drawing parallels with a profession that evolved from bad haircuts
Back in ye olde times, barbers and surgeons were one and the same. They split and evolved, and Dixon reckons the same will happen in financial planning, even if it is a fanatical mob that starts it.
December 12, 2016
Home loan demand falls in October
After a strong uplift in home loan demand in September, new data from the Australian Bureau of Statistics found overall home loan demand actually fell slightly in October. According to the latest data, 53,769 home loans were written throughout the month of October – down 0.8% from the 54,191 loans written the month prior. Mortgage
December 09, 2016
Best in class – and among the best in the world
In the end there could be only one winner, but the FPA Professional Practices Practice of the Year competition reinforces just how good the best financial planning businesses really are. Simon Hoyle writes.
December 09, 2016
BT Panorama adds Hunter Hall
Hunter Hall is pleased to advise that its products have been added to BT’s new technologically-advanced platform Panorama which allows investors to manage their account via an app on their smart device and can also be linked to a Westpac online banking profile. Peter Hall AM, founder and CIO of Hunter Hall said today, “We
December 08, 2016
BT Panorama recognised on world stage
BT Panorama has taken out the award for Best use of IT in Private Banking/Wealth Management at the Banking Technology Awards in London. Up against an international line-up BT Financial Group’s wealth operating system BT Panorama won the award for its innovative technology. John Shuttleworth, General Manager Platforms and Investments at BT Financial Group said
December 08, 2016
Investment potential of agriculture ‘untapped’ in Australia: BetaShares
Australian investor portfolios currently have a relatively low exposure and therefore limited potential to take advantage of the growing agricultural sector, according to a whitepaper by BetaShares, a leading manager of exchange-traded funds. BetaShares research found that the benchmark S&P/ASX 200 Index has significantly less than 1% exposure to agricultural companies. However, agriculture is a
December 08, 2016
Independence play – even planners unclear on ‘independent’ meaning
It’s only one word but new research suggests the term “independent” still causes a world of confusion – among advisers, as well as clients. Simon Hoyle reports.
December 08, 2016
Foreign fund flows into Australia doubled over five years
Servicing a $2.1 trillion superannuation industry has equipped local fund managers with skills that are attractive to overseas institutional investors. Dan Purves reports.
December 08, 2016
Keeping clients out of the super contributions danger zone
Making time-sensitive payments on deadline day can lead to potential disaster, so advisers should tell clients that June 20 is the final day to do so, to save everyone from grief. Bryce Figot writes.
December 08, 2016
Corporate activity remains strong as small cap LICs continue to shine
Leading investment research house, Independent Investment Research (“IIR”), has today released their monthly Listed Investment Company (LIC) update for October. Australian equities had a weak month with the S&P/ASX 200 Accumulation Index down 2.1% for the month and 3.2% for the three months to 31 October 2016. This dragged down returns for the 12 months,
December 07, 2016
