The bottom line – how effective is your marketing?
Small financial planning businesses face many challenges when it comes to marketing. Anthony O’Brien writes about how to make yours more effective, and monitor ROI.
November 21, 2016
Long wait on new standards expected to end within fortnight
Shadow Minister for Small Business and Financial Services says legislation has been a long time coming, but will improve public trust and confidence in financial planning. Simon Hoyle reports.
November 21, 2016
Changing investor preferences put hedge funds’ growth under pressure
Hedge fund managers are feeling the pressure of changing investor demands, and the managers that adapt to these changes will be the most successful in achieving growth, according to the EY 2016 Global Hedge Fund and Investor Survey: Will adapting to today’s evolving demands help you stand out tomorrow? The 10th annual survey found that
November 18, 2016
Zenith upgrades Lifeplan Investment Bond to ‘highly recommended’
The Lifeplan Investment Bond (formerly Lifeplan NextGen Investments) has been upgraded from “recommended” to “highly recommended” by Zenith Investment Partners in its latest review. In its report, Zenith said it views the Bond’s investment menu as robust, providing a well diversified suite of investment managers, asset classes and investment styles. “There are many different applications
November 17, 2016
What the 45th US President might mean for investors and world markets
It’s been just over a week since the U.S. election and there is much to digest as the world considers the investment implications of a Trump presidency. Fiscal and monetary policy, trade, and regulation are top of mind for investors. Jim McCaughan, CEO, Principal Global Investors, comments on what a Trump presidency might mean for
November 17, 2016
Younger steps up as Ray Miles contemplates the R word
The founder of Fortnum Financial Group says the former ANZ advice leader is the best man to lead the non-aligned dealer group into a new phase of growth. Simon Hoyle writes.
November 17, 2016
Show them their past, to help them build their future
The fundamental principles of wealth creation may not change, but personal advice needs to be dynamic and flexible to keep people engaged and on track. Jon Shaw writes.
November 17, 2016
Interview That which does not kill us makes us stronger
The chief executive officer of the Association of Financial Advisers, Brad Fox, says the association has emerged from a stoush with a section of its own membership stronger for the experience.
November 17, 2016
Zenith rates the new IOOF MultiSeries funds ‘Recommended’
IOOF is pleased to announce that the new IOOF MultiSeries range of funds have been awarded a ‘Recommended’ rating from Zenith Investment Partners. IOOF MultiSeries is a new range of low-cost, predominantly active multi-manager funds, launched in October. This rating is another great endorsement and it underpins the IOOF Investment team’s ability to continue to
November 16, 2016
Managed accounts future clear as industry heads past $40bn
As managed accounts become entrenched in the advice mainstream, the industry’s representative body is gearing up to better support providers. Simon Hoyle writes.
November 16, 2016
Each-way bet on the four horsemen of the financial apocalypse
Every major financial crisis has been preceded by four easily identifiable indicators, and it looks like we could be headed that way again. Roger Montgomery assesses where we are right now.
November 16, 2016
