New AMP advice head to step up goals-based advice expansion
A new head of advice for AMP will speed up the development of its new offering, which aims to meet clients' objectives with a robo-enabled, fee-based proposition. Simon Hoyle reports.
November 30, 2016
Morphing of sector requires ethics to be re-examined: Payne
Banking and Finance Oath co-founder Clare Payne says those working in financial services have a responsibility to dig down into the ethical implication of products and services. Dan Purves writes.
November 30, 2016
Praemium appoints OneVue as superannuation administration partner
One of Australia’s fastest growing managed account providers, Praemium, has appointed OneVue as its superannuation administration partner. The partnership will add a further 2,700 individual members and $425 million in assets to OneVue’s superannuation service, cementing its position as the provider of choice for contemporary investment solutions. OneVue Managing Director Connie Mckeage stated, “Praemium has
November 29, 2016
Six of the best: Managers to brave the ‘advisers’ shark tank’
Communicating investment ideas is critical to helping clients stay the course in meeting their objectives, and the Idea Factory will provide insights into how to do that. Simon Hoyle reports.
November 29, 2016
How learning to back himself put Canion on the path to success
Patrick Canion has led ipac WA to win the FPA's Professional Practice of the Year Award by following a path less often travelled. Jo Leggat reports.
November 28, 2016
Go your own way: look outside financial planning for tips on marketing
Successful marketing means standing out from the competition, and that means you should avoid simply doing the same things they they do. Anthony O'Brien explains.
November 28, 2016
ASIC decision puts financial planning into new, clear waters
The FPA Professionals Congress was full of news, from award winners to agreements with the Tax Practitioners Board, but one announcement stood above them all.
November 25, 2016
BAEP’s Concentrated Fund added to two platforms
The Bennelong Concentrated Australian Equities Fund has been added to both the Macquarie Wrap and BT Wrap platforms. The fund is managed by Bennelong Australian Equity Partners (BAEP). From its inception in January 2009 through to 31 October 2016, the Fund has achieved an average annual return of 17.49%. This compares to the benchmark’s return
November 24, 2016
Class Supports SMSF’s Growing Appetite for International Assets with HSBC Data Feed
Class now receives a direct-connect data feed from HSBC savings, transaction and term deposit accounts in its wealth accounting software for SMSF and non-SMSF portfolios. The new HSBC feed supports the growing demand by SMSFs for international assets. Direct-connect data feeds allow automation of data entry, saving time and greatly improving productivity for accountants and
November 24, 2016
Rice Warner: The growing influence of ETFs
Large APRA regulated superannuation funds have a particularly strong motivation for including Exchange Traded Funds (ETFs) in their member-direct investment options. Member direct options are largely intended to stem the flow of members with big balances to self-managed superannuation funds, the earliest and strongest supporters of Australian listed ETFs. In short, no investment option designed
November 24, 2016
Financial Express implements FinaMetrica’s risk profiling technology
FinaMetrica is pleased to announce the implementation of its risk tolerance score technology for industry leading software and data provider Financial Express (FE). Currently used by thousands of leading financial advisors across the globe, FinaMetrica’s award-winning risk profiling process scientifically assesses a client’s risk tolerance, helping advisors to deliver suitable investment advice and encouraging clients
November 24, 2016
Legislation on new education, professional and ethical standards introduced into parliament
Legislation mandating new education, professional and ethical standards for financial planners has been introduced into the parliament by the Minister for Revenue and Financial Services, Kelly O'Dwyer.
November 23, 2016
