Why advisers leaving licensees prefer non-aligned dealer groups
When choosing a licensee there are many factors to consider. Independence, scale, technology and compliance capabilities to name a few. Pat Casey writes about setting up his advice business.
October 17, 2016
‘Festival of life insurance’: When too much was barely enough
In the space of a few days this week, a range of measures came together in a festival of regulatory and self-regulatory catch-up for the life insurance industry. Simon Hoyle writes.
October 14, 2016
A new breed of global companies presents opportunities for global equity investors
The face of global companies has been changing from heavy industrials to idea-driven firms that are creative, nimble and networked, according to one of the world’s largest fund managers, Capital Group. At a roundtable event in Sydney today, Capital Group Investment Director Andy Budden said: “Investors in global equity funds need to understand that the
October 13, 2016
Zurich Emerging Markets Fund receives ‘Recommended’ Zenith rating
Zurich Financial Services Australia (Zurich) has announced that its Emerging Markets Equity Fund has received its first rating from Zenith: ‘Recommended’. In its report, Zenith points to the Fund’s unique focus on companies with sustainable high dividend yield that have the potential to outperform low dividend yielding stocks with lower volatility over a full market
October 13, 2016
Co-founders’ next strategy step is to focus on aged care
The founders of Strategy Steps are selling to KnowIT to focus on their aged care offering, Aged Care Steps. The sale includes the strategy tool, Desk Caddie. Simon Hoyle reports.
October 13, 2016
Financial planners: the state of independence shall be
This planner knew from the get-go he wanted to be a financial adviser and believes independents get the best outcomes for clients, focussing on advice rather than selling product. Ben Power writes.
October 13, 2016
The in-house assets rule: an exercise in forests and trees
For clients that have SMSFs and wish to maximise the overall tax advantages of super concessions, an understanding of the investment rules can benefit the client’s business as well as their retirement planning. Graeme Colley explains.
October 13, 2016
Ausbil Investment Management awarded $330 million Australian equity mandate by MTAA Super
Ausbil Investment Management has been awarded a $330 million Australian equity mandate by MTAA Super for its Australian Active Equity Strategy. The Ausbil Australian Active Equity Strategy, managed by Chief Executive Officer, Paul Xiradis, and his team, is a large cap, long-only Australian equities offering, targeting outperformance across all market conditions. Ross Youngman, Head of
October 12, 2016
Insurance code of practice: life, death and everything in between
A new, long-awaited life insurance code of practice and an industry-wide initiative to raise standards across the sector will come into effect on July 1, 2017. Simon Hoyle reports.
October 12, 2016
Accountants behaving badly: Remember Enron, HIH, WorldCom?
History is dotted with instances of extremely bad corporate behaviour which, for the most part, can be traced back to “bad” accountants and “bad” accounting practices. Robert MC Brown writes.
October 12, 2016
COVER STORY Super funds explore the freedom to create
Superannuation funds are delivering high-quality financial advice to members in a way that the broader advice industry often cannot match. Simon Hoyle and Dan Purves report.
October 11, 2016
Nikko AM wins Aussie equity mandate
TWUSUPER has awarded Nikko AM a mandate in their long running Australian Equities Comparative Value Analysis strategy. TWUSUPER’s CIO, Andrew Killen, said that “the Board were impressed with the long-term tenure of the Nikko AM team who have been consistent in delivering excess returns over a long period of time using their Intrinsic Value methodology”.
October 10, 2016
