Why financial planning businesses shouldn’t ignore aged care
There is a significant cost to financial advice businesses who don’t incorporate aged care advice into their offering, but also opportunities to generate business growth when they do. Louise Biti explains.
September 07, 2016
Netwealth partners with global fintech firm
Netwealth, Australia’s largest non-institutional platform, has entered into an exclusive platform arrangement with global fintech firm TipRanks (www.tipranks.com) to provide research on all major shares listed on US markets making it easier to identify US opportunities and track analyst recommendations. The tightly integrated offer, which is now live, allows advisers and clients to see buy,
September 06, 2016
Super funds need to innovate to solve volatility problems
Volatility in an equities portfolio can be a potential double whammy for superannuation fund members, says Raewyn Williams, Director – Research & After-Tax Solutions, for the US fund manager Parametric. Speaking today at the leading conference today for superannuation funds- ASI 2016, she said it’s critical for superannuation funds to recognise that volatility is a
September 05, 2016
First of its kind direct bond investment service for Advisers seeking to build cost effective goal based client portfolios
Mason Stevens has launched the first of its kind retail Australian Fixed Income Separately Managed Account (Mason Stevens Fixed Income SMA) in response to growing Adviser demand for direct access to bonds. Retail investors now have the opportunity to directly hold a portfolio of fixed income securities in retail sized parcels, professionally managed and serviced
September 05, 2016
Crisis, what crisis? This adviser has seen them all
From the tech boom to the tech bust, the ups and downs of the ruble to the yuan to the US dollar, this adviser has been weathering changes to the markets for almost two decades. Jo Leggatt writes.
September 05, 2016
Who, how, what? The ABC of your marketing messaging
Anthony O’Brien writes that with human beings’ attention spans now less than a goldfish, to make an impact with our marketing we need to concentrate on defining the “who, what and how”.
September 05, 2016
When crisis is ‘normal’, how should planners build client portfolios?
Financial crises are nothing new, according to the IMF there were 431 financial crises between 1970 and 2011. Philippe Jordan writes about how planners can build portfolios in these uncertain times.
September 05, 2016
Atrium chooses CFS wrap platform to launch new SMA solutions
Atrium Investment Management has selected Colonial First State as the platform provider for its new Separately Managed Account (SMA) offer, after a competitive tender process. Atrium CEO Alex Hone said his firm was delighted to partner with Colonial First State (CFS) to deliver an SMA offer to key clients, including Fitzpatricks Private Wealth and the
September 05, 2016
GPS wealth’s ‘Moneybowl for Accountants’ – a comprehensive limited advice solution
Leading independently-owned dealer group GPS Wealth has launched a complete software package for accounting firms including a cloud-based version of its popular Statement of Advice (SOA) tool and a range of financial calculators, in a bid to help accountants deliver quality, compliant advice and run more efficient practices. The launch of MoneyBowl for Accountants, which
September 02, 2016
Timing is everything: ‘new’ research is old news
Legislation raising education, professional and ethical standards will be introduced into parliament this year. So why has a university just called for higher qualifications and standards? Simon Hoyle writes.
September 02, 2016
Professional Planner|Financial Planning Association Best Practice Forum – photo gallery
September 01, 2016
T. Rowe Price Australian Equity Fund added to BT Advice Research High Service List
Global investment firm T. Rowe Price’s Australian Equity Fund has been added to BT Financial Group’s High Services List (HSL). T. Rowe Price Managing Director Australia and New Zealand Murray Brewer said the fund’s HSL status is a testament to the quality conviction consistently demonstrated by portfolio manager Randal Jenneke, his team, and their colleagues
September 01, 2016
