Seniors financial wellness can be overcome with the right conversation says Homesafe MD Peter Szabo
When it comes to living a dignified, stress free and financially secure life in retirement – far too many seniors continue to suffer unnecessary financial, emotional and often health related hardship said Homesafe Solutions Managing Director, Peter Szabo. Yet all that would be required to tackle the solution to so much of this distress and
October 03, 2016
La Trobe Financial launches La Trobe Direct
La Trobe Financial has today launched a leading edge online investment platform – La Trobe Direct. The new platform provides investors with the opportunity to invest online and directly into La Trobe Financial’s multi-award winning Credit Fund. It has taken over 12 months to build the necessary bank level security standards and protocols for investors
October 03, 2016
Vanguard continues to lower the cost of investing, reduces MERs on five Australian funds
Fund manager Vanguard continues to lower the cost of investing in Australia, announcing reductions to the management expense ratios (MERs) on five of its funds. This round of MER reductions applies to three wholesale managed funds and two exchange-traded funds (ETFs), continuing Vanguard’s long track record of reducing costs for investors as its funds benefit
October 03, 2016
Limited liability is a hallmark of a true profession
Simon Hoyle writes that a professional standards scheme for financial planning would go a long way to ensuring the industry is seen as having the highest ethics, standards and trustworthiness.
September 30, 2016
Kotkin, geopolitics, and the consequences of choice
Normal global chaos is already priced into markets. However, says Stephen Kotkin, there are some geopolitical events which are not priced in and whose potential effects cannot be exaggerated.
September 30, 2016
CFS selects technology provider for managed accounts solution
Colonial First State (CFS) has appointed leading technology solutions supplier IRESS to implement IRESS Portfolio System (IPS) technology onto CFS’ wrap platform, FirstWrap. IRESS’ managed portfolio capability will be integrated onto FirstWrap, with IRESS providing the back-end technology for CFS’ managed accounts solution. Peter Chun, Acting Executive General Manager of CFS, said finding the right
September 29, 2016
IIR upgrades Asian Masters Fund rating to “Recommended Plus”
Leading investment research house, Independent Investment Research (“IIR”), has upgraded its rating of Asian Masters Fund Limited (ASX:AUF) to Recommended Plus. The Listed Investment Company (“LIC”) is a multi-manager investment vehicle that provides exposure to between 8 and 20 select Asian equities fund managers. AUF is benchmark unaware, with the Investment Manager taking distinct country,
September 29, 2016
Low returns bring alternatives into focus
The low global interest rate environment has elevated alternative investments as a potentially attractive asset class for fund managers seeking higher returns. This has prompted Griffith Business School to bring together a group of elite professionals and researchers from around the world to share the latest knowledge in this emerging sector. The Griffith Centre for
September 29, 2016
The rise and rise of Machine Learning in quant investing
Machine Learning, driven by the rise of big data and evolving technologies, is emerging as a powerful quantitative investment tool, with financial advisers increasingly recognising the benefits it can bring to investors, according to Man AHL. A recent survey of financial advisers, who attended a series of adviser events held by Man AHL across Australia
September 29, 2016
Time to act – changes to super coming soon
The new limit on non-concessional super contributions that replaced the proposed $500,000 lifetime limit will now be based on the value of a person’s super. Max Newnham writes that it’s time to take action.
September 29, 2016
Why you can’t forget the fundamentals of advice
In a world of fast trends, fads and technology it can be easy to forget the fundamentals of providing good financial advice. Marty Carne writes how to give the best advice
September 29, 2016
ATO opinion clears the way for the DomaCom Fund
An important opinion from the Australian Taxation Office (ATO) paves the way for SMSF trustees and members to invest in family property via the fractional property investment fund DomaCom. The ATO has stated an investment by an SMSF in by acquiring property held in a DomaCom sub-fund would not, in its opinion, contravene the SIS
September 29, 2016
