Australian Ethical honored as Best for the World, creating most overall positive impact across all categories
Today, Australian Ethical was recognised for creating the most positive overall community impact by B the Change Media based on an independent, comprehensive assessment administered by the independent nonprofit B Lab. Honorees are featured in the upcoming issue of B Magazine and on B the Change’s digital platform. They were also honored at the first-annual
September 09, 2016
What happens when you put 160 planners in a room together?
Simon Hoyle writes that financial planners deserve better than the “drivel” that often tries to pass as news, and prefer to focus on running successful businesses and delivering great advice.
September 09, 2016
Time for all investors to become climate aware – BlackRock
Investors can no longer ignore climate change, says the BlackRock Investment Institute (BII). A swelling tide of climate-related regulations and technological disruption makes it vital to incorporate climate awareness into investment analysis. In a new publication, “Adapting portfolios to climate change” the BII details increasing climate-related market risks in four areas: · Technological advances in
September 08, 2016
VanEck’s Australian Resources ETF receives rating upgrade
VanEck today announced that Lonsec has upgraded its rating to ‘Recommended Index’ for its Australian Resources ETF (ASX code: MVR). The rating indicates that Lonsec has strong conviction that the ETF can generate risk adjusted returns in line with relevant objectives. Lonsec has maintained ‘Recommended Index’ ratings for VanEck Vectors Australian Equal Weight ETF (MVW);
September 08, 2016
Dealer group awards: Most do it, but what’s the point?
A majority of dealer groups hand out annual awards to outstanding advisers – but how do they judge “excellence,” and do the awards really recognise? Greg Holman explains.
September 08, 2016
Executor Horror Stories Pt 4:
The executors who don’t get along
“Keeping it all in the family” is sometimes a disaster. Adult children who don’t get along may get a lot less of their inheritance if it is taken up by fees. Anna Hacker and Bryan Mitchell explain.
September 08, 2016
Lonsec assigns ‘Highly Recommended’ rating to Legg Mason Brandywine Global Opportunistic Fixed Income Trust
Legg Mason today announced research house Lonsec has awarded a “Highly Recommended” rating for the Legg Mason Brandywine Global Opportunistic Fixed Income Trust for a third straight year. The rating coincides with the Fund surpassing $500 million under management in Australia, which contributes to a total of $5.3 billion in Brandywine strategies. The Legg Mason
September 07, 2016
The Resolution Capital Global Property Securities Fund receives the ‘Gold’ Morningstar Analyst Rating
Resolution Capital Limited is pleased to announce that as of 30 June 2016, the Resolution Capital Global Property Securities Fund (‘the Fund’) has been upgraded to the ‘Gold’ Morningstar Analyst Rating™. The Fund’s strategy is to offer liquid exposure to high quality global real estate. This is achieved by owning securities in some of the world’s
September 07, 2016
Financial security awaits retirees with total asset planning, says Homesafe MD
Homesafe Solutions Managing Director, Peter Szabo said that astute financial planners have long recognized that the family home represented a massive part of the wealth of senior Australians. Now it is even more important for all financial planners to recognize the importance of the family home by taking a total asset approach to financial planning.
September 07, 2016
Financial planning lessons for Millennials via ‘The Martian’
Millennials think that planners speak in “an alien language they will never understand”. Author and financial adviser Peita Diamantidis is helping advisers talk to the group. Simon Hoyle reports.
September 07, 2016
Current use of planners just the tip of the adviceberg
Advisers need a fresh mindset and the right technology to deliver profitable and sustainable advice to new client segments like Millennial entrepreneurs and single women. Jon Shaw writes.
September 07, 2016
