Passive RBA and US uncertainty increases risk for retirees
With the prospect of a Donald Trump win in the US elections, and a passive Reserve Bank of Australia (RBA) continuing to hold interest rates at an all time low, the pressure on yield seeking investors such as self-funded retirees is increasing, says David Bryant, head of Australian Unity Investments. “We are set to be
November 04, 2016
Standards body must make a difference, not serve the status quo
Minister O’Dwyer cannot fail when choosing who will sit as directors – and what their mandate should be. Bravery and detachment from industry are critical.
November 04, 2016
Man AHL’s educational videos demystify quantitative investing
Man AHL has launched ‘AHL Explains – Series 2’, a video series which aims to help financial advisers and their clients better understand key concepts in futures trend following. The five newly launched videos build on the topics covered in the initial AHL Explains video series launched last year and cover Breakout Trading, Limit Order
November 03, 2016
International share trading made easy for financial advisers by Macrovue
Macrovue, Australia’s first global thematic brokerage and trading platform, has taken the wraps off a new global share trading solution aimed at easing complexity, time, and costs for Australian financial advisers and their clients. Sid Sahgal, Macrovue CEO said: “We offer the flexibility to create, trade, and rebalance share-based portfolios built from scratch by advisers,
November 03, 2016
Interview Financial planning on the cusp of transformation
Paul Harding-Davis says a range of factors will combine to foster greater trust and confidence in the industry and in those who practice it. Simon Hoyle writes.
November 03, 2016
Deadline extended for 2017 Conexus Superannuation Awards
The deadline for entries in the 2017 Conexus Financial Superannuation Awards has been extended to November 8, and only funds that complete a nomination form will be in the running. Sally Rose writes.
November 03, 2016
Launch of miPlan robo advisor, powered by FinaMetrica
PlanPlus is delighted to announce the launch of miPlan -the first Generation III white-labeled Robo advisor that fully integrates current financial services industry best practices. An innovative provider of financial and investment planning software currently used in 30 countries around the world, PlanPlus is proud to be partnering in this endeavour with FinaMetrica – the
November 02, 2016
Investment bonds and Scholarship funds on the rise, says Zenith
Investment bonds have seen a resurgence of interest in recent times after operating below the radar for many years, according to Zenith Investment Partners latest „Investment Bond Sector Review‟. Dugald Higgins, Zenith Senior Analyst said “As at 31 March 2016, investment bonds as an industry held Funds Under Management (FUM) of $7 billion. However, the
November 02, 2016
Lonsec: Investors see alternatives as key diversifier
According to Lonsec Research’s recently released Alternatives Sector Review, alternative funds have significantly underperformed both equity and bond benchmarks over the last five years, with fees and a poor macro environment weighing on returns. But despite this underperformance, alternatives are still seen by investors as a valuable addition to their portfolios, particularly in terms of
November 02, 2016
Macquarie Wrap expands range of managed fund and SMA investment options
Macquarie Wrap has expanded its investment offering, adding a further 54 managed funds and 20 separately managed accounts [note 1] (SMAs) to the platform in the past year. This brings the total number of managed funds available on Macquarie Wrap to in excess of 700, with a further 58 SMA options for advisers and their
November 02, 2016
Shining a light on women’s ability to make great planners
Julia Schortinghuis went from being the only female broker at Merrill Lynch, Perth, to partner at Lighthouse Capital. She says more women should consider a planning career. Jo Leggatt writes.
November 02, 2016
Speed and agility are the keys to effectively managing risk
Maintaining static asset allocation but allowing volatility to swing defeats the purpose of risk profiling, Dan Miles says. Portfolio risk should be matched to risk tolerance by varying asset allocation.
November 02, 2016
