The wait is almost over to see who are Fund Award winners
Tough criteria govern the judging of the Professional Planner|Zenith Fund Awards, to be announced tomorrow, in which nominees had to meet nine separate conditions just to be in the running.
October 06, 2016
Lifeplan FUM hit $2 billion boosted by superannuation uncertainty and technology upgrades
The popularity of investment bonds has surged since the start of the year, with Australian Unity’s investment bond business, Lifeplan, passing through the $2 billion in funds under management (FUM), advice and administration mark. “The on-going uncertainty surrounding superannuation, particularly since the May Federal Budget, has contributed to a boost in the popularity of investment
October 05, 2016
FEATURE: A look inside AMP’s new goals-based advice business
With the launch of AMP Advice, the financial services giant aims to engage customers on their own terms to demystify the advice process and make it more user-friendly. Simon Hoyle reports.
October 05, 2016
Thinking about returns in isolation is a ‘mistake’
Effective risk management delivers improved long-term outcomes and a smoother ride, which should lead to more money in a client’s bank account, but not always top quartile returns. Dan Miles writes.
October 05, 2016
Four tips to handle any crisis, financial or otherwise
Tom Stevenson writes that a four-point plan by a former British Army engineer to deal with crises is actually a pretty good “battle plan” for dealing with financial crises.
October 05, 2016
New partnership sees TAL invest in growing advisers’ health education resources
The alignment between healthy lives and life insurance is an important part of TAL’s wider investment in helping advisers grow their businesses through new initiatives, which ultimately enable them to deliver greater value to their clients. As part of the evolution of the TAL Health Sense: Fit for Life program, TAL has partnered with The
October 04, 2016
The Investment Committee announces inaugural portfolio construction event
The Investment Committee is thrilled to announce their upcoming inaugural Brisbane-based portfolio construction event, which will offer a dynamic blueprint for the creation of portfolios for advice professionals. The Investment Committee will offer sessions on philosophy and beliefs, asset class long-run views, portfolio construction, and manager selection. Expert speakers will deliver the sessions. Currently, confirmed
October 04, 2016
Australian funds embrace ESG more than global peers
Lonsec Research has found many Australian equity fund managers tend to rank higher than their global peers when it comes to incorporating environmental, social and governance (ESG) factors in their investment decision. According to Lonsec Research’s newly released Responsible Investment Sector Review, 58% of active Australian equity funds achieved a pass mark (‘moderate’ rating or
October 04, 2016
IOOF launches new range of low-cost active multi-manager funds
IOOF today announced the introduction of a new range of low-cost predominantly active multi-manager funds, collectively referred to as IOOF MultiSeries. Commenting on the new range, Stephen Merlicek, IOOF Chief Investment Officer, said: “At IOOF we have an evidenced based approach to investing and whilst we are strong proponents of active investing, which can provide
October 04, 2016
Life-changing moments led to career as financial planner
Dealing with family illness without the benefit of insurance and advising women confused about money after marriage breakdown led this adviser to a career helping others. Jo Leggatt writes.
October 04, 2016
ASIC’s changes to MDAs: Late but worth the wait
Toby Potter writes that although ASIC may have moved a bit late on managed discretionary accounts (MDAs), the changes that have made have been very sensible.
October 04, 2016
We are not alone: advisers’ issues are a global concern
Financial planners the world over have similar issues when it comes to giving the best advice to clients, running successful businesses and keeping up with regulatory challenges. Simon Hoyle writes.
October 04, 2016
