Selling – a ‘live by the sword, die by the sword’ proposition
Anthony O’Brien writes that in terms of selling, you need to be like a noble knight to succeed: having a metaphorical “suit of armour” and the ability to “get back on your steed’ after rejection.
November 02, 2016
Three US election scenarios for investors to consider
Edward J. Perkin, Chief Equity Investment Officer, Eaton Vance says U.S. stocks have been in a holding pattern in recent weeks as investors closely monitor the latest election polls and try to envision what the world might look like after November 8. Here he presents three scenarios worth contemplating, with potential investment implications for each
November 01, 2016
‘No exception’ for any financial planner from industry-wide exam
All financial planners, regardless of experience, will have to sit and pass an exam as the government moves ahead with plans to raise standards on education, professionalism and ethics.
November 01, 2016
Zenith Investment Partners Assigns ‘Recommended’ Ratings to Morningstar Investment Management Australia Multi-Asset Real Return Funds
Morningstar Investment Management Australia, part of the Morningstar Investment Management group, today announced that its multi-asset real return funds have received ‘Recommended’ ratings from Zenith Investment Partners, a leading independently-owned Australian investment research provider. The Morningstar real return funds are objective-based multi-asset offerings that invest across a broad range of asset classes and investment strategies.
October 31, 2016
Alphinity boosts retail appeal – adds three funds to ASX mFund Platform
outique fund manager Alphinity Investment Management has added three managed funds to the Australian Securities Exchange (ASX) mFund platform, in a move to boost retail investors’ accessibility to its leading investment products. The funds are: The Alphinity Australian Share Fund – a diversified portfolio of Australian stocks The Alphinity Concentrated Australian Share Fund – a
October 31, 2016
Independent advisers to seek professional recognition
At its symposium on Friday, the IFAAA announced it will formally seek government recognition as a profession in 2017, and advises all associations to consider the move. Ben Power writes.
October 31, 2016
Deakin trio take first place honours in AMP University Challenge
Enthusiasm, energy – and maybe a lifeline from Dad – gave the winning team the edge in a tightly-run contest between the most promising financial planners of the future. Simon Hoyle writes.
October 31, 2016
2016 AMP University Challenge – photo gallery
Come behind the scenes as the University Challenge tests students' technical knowledge, ability to present an SoA to clients, and understanding of key issues facing the profession.
October 31, 2016
The not-so-mysterious case of the banks’ disappearing advice
In light of banks and other financial institutions found to be charging for “no advice”, let’s hope they don’t try to “help” too much with the new code of ethics. Simon Hoyle writes.
October 28, 2016
Residential property improves portfolio performance
A report by Aitchison Consultants has shown that the inclusion of residential property in a portfolio can enhance performance in moderate, balanced and growth investment portfolios. The report supports property as an inclusive strategy and that residential property with it’s relatively low volatility provides a stable anchor to these portfolio types. The figures taken over
October 27, 2016
Lonsec upgrades DNR Capital’s Australian Equities Income Portfolio to ‘Recommended’
Boutique Australian equity investment manager DNR Capital has been awarded a “RECOMMEND” status by Lonsec Research Pty Ltd (Lonsec) for the DNR Capital Australian Equities Income Portfolio. The portfolio’s performance record has been strong, outperforming the S&P/ASX 200 Industrials Index by 2.5% p.a. since its December 2007 inception The concentrated, ‘long only’ Australian equities portfolio
October 27, 2016
New assets test a potential hazard for account-based pensions
Max Newnham writes that people with a large lump sum currently receiving an age pension would be better off commuting the pension, taking the lump sum and starting a new account-based pension.
October 27, 2016
