Equip MyMoney automated investment service goes live
Equip will launch its online automated investment service, Equip MyMoney to all accumulation members next week following a successful pilot program run with around 300 members. During the pilot, over 190 members logged into the Equip MyMoney, with a number submitting instructions to execute investment switches based on its recommendation. Equip’s Executive Officer, Member Experience,
September 21, 2016
Food for investment thought: investors should seize opportunities in food sector
Food as an investment theme continues to gain traction amongst investors, both locally and globally says boutique investment manager, Terra Capital. Terra Capital’s new small cap fund, now open for investments, called Terra New Horizons Fund, has included the Australian based seed developer Abundant Produce (ASX:ABT) in its foundation portfolio as a niche stock with
September 21, 2016
BetaShares continues to grow team, plans presence in Victoria, as it reaches $3B AUM milestone
BetaShares, a leading Australian ETF manager, has further expanded its team with two new hires in response to continued growth in the business. At the same time, BetaShares has announced it has reached $3B in funds under management and is planning to recruit a Melbourne based client service team to strengthen its presence in Victoria.
September 21, 2016
It takes a wise crowd to think outside the pack
In The Wisdom of Crowds, James Surowiecki distinguishes between wise and irrational crowds. A wise crowd can predict certain statistics with remarkable accuracy. Michael Haddad writes.
September 21, 2016
Why the US election may be a non-event for investors
Tom Stevenson writes that despite recent polls, the presidential race is an extremely unpredictable one, with neither candidate viewed favourably by a disengaged and disillusioned electorate.
September 21, 2016
Strategic Insight: Retail & Wholesale Managed Funds – 30 June 2016
Retail managed funds ended the 2015/16 financial year up 2.8% to total $766.3bn; in the June quarter they rose $15.3bn or 2.0%. Lacklustre choppy investment market performances over the past twelve months were largely responsible for this mediocre result. Most companies reported relatively little change in their Retail funds under management exemplified by Commonwealth /
September 20, 2016
A new case on super, bankruptcy and death benefits
The law can be confusing, especially around what a bankrupt spouse of a deceased person is entitled to of their spouse’s super – and what portion should go to their creditors. Bryce Figot writes.
September 20, 2016
Lonsec lifts rating for AB Dynamic Global Fixed Income Fund to “recommended”
Global asset manager AllianceBernstein (AB) said today that investment research house Lonsec has upgraded to “Recommended” its rating for the AB Dynamic Global Fixed Income Fund. “We are delighted with this upgrade, which comes after the Fund’s strong performance in a challenging market environment,” said Jen Driscoll, AB’s Chief Executive Officer—Australia. “Its success to date
September 19, 2016
Translating the foreign language of financial planning
Coming from a background in corporate banking which seemed “unreal” this planner puts fundamental planning concepts into plain speech to make planning more accessible. Jo Leggatt writes.
September 19, 2016
White paper: The clock is ticking on regulatory changes to MDAs
A new white paper examines the possible impact of regulatory changes to MDAs and provides tips on how to maximise practice productivity. David Heather provides an overview.
September 19, 2016
Why content marketing should be part of your strategy
Anthony O’Brien explains the “what is” the and the “how to do” of content marketing as a way to create awareness of your financial planning business among clients you haven't even met yet.
September 19, 2016
Marcus Padley opens door to investors for first time, via two SMAs
Investors can now invest alongside renowned stock market commentator, Marcus Padley, for the first time as he introduces two different investment strategies aimed at retail investors and advisors. The strategies will each operate as a Separately Managed Account (SMA), and include: The Marcus Today SMA, an aggressive strategy investing in Australian equities for medium to
September 19, 2016
