AXA IM global smart beta equity ESG fund receives leading industry accolades
AXA Investment Managers (AXA IM) today announced its fully integrated ESG (environmental, social and governance) smart beta equity pooled fund – AXA IM ACWI SmartBeta Equity Fund (the Fund) – has received further industry accolades in recognition of its unique structure and ability to outperform the market. Following on from recent accolades which have included
August 25, 2016
On LIF support – the FSC speaks out as EGM requisition stalls
The powerful lobby group that is the Financial Services Council (FSC) has criticised the critics of the Life Insurance Framework (LIF) legislation. Ben Power reports.
August 25, 2016
Estate planning for planners – how to get in and charge
Anybody who has had a job in the past 20 years will need estate planning, due to the simple fact that they will have super. Peter Townsend writes how financial planners can get involved and profit.
August 25, 2016
Three-horse race for Distributor of The Year award
The Professional Planner|Zenith Fund Award for the 2016 Distributor of the Year is a close-run thing, with finalists consisting of one former winner and two potential “newbie” winners.
August 25, 2016
Hunter Hall Global Value Limited significantly outperforms & delivers Total Shareholder Return of 20%
Highlights for the year: • Investment Portfolio Return of 12.3% • Portfolio outperforms MSCI World by 11.9% and ASX All Ordinaries Accum Index by 10.3% • Before tax profit $42.5m and after tax profit of $30.5m • Final Fully Franked Ordinary Dividend of 3.5 cents per share • Total Shareholder Return of 20.0% The Listed
August 24, 2016
Improving efficiency when old financial planners learn new tricks
Seminars in Sydney and Melbourne in September will explore how practice efficiency benefits by rethinking how investment solutions are designed. Simon Hoyle reports.
August 24, 2016
24 HOURS: A day in the life of … Semaphore Private
This month Professional Planner spends 24 hours in the Melbourne CBD as we continue our focus on the day-to-day goings on at leading financial planning businesses across Australia.
August 24, 2016
Class and MA Operator partner to deliver new efficiencies and sophistication for financial advisers
Class, the developer of Class Super and Class Portfolio, has partnered with MA Operator, a new fintech which provides managed account and direct client portfolio services for financial advisers. The partnership will enable Class users to securely and instantly automate client data entry and synchronise transactions in MA Operator. This will further increase the efficiencies
August 23, 2016
Boost from Lonsec puts AB Global Equities Fund on key investment platforms
Global asset manager AllianceBernstein (AB) said today that its AB Global Equities Fund has been added to three key industry platforms following strong endorsement by investment research house Lonsec. “Lonsec’s decision to include the Fund as a core equity offering in its notional model portfolios is a very positive development both for the Fund and
August 23, 2016
US engine of dividend growth slows markedly, while Europe picks up the pace
Year-on-year underlying global dividend growth slowed to 1.2% at the end of the second quarter of 2016, down from the 3.1% underlying growth in the first quarter, putting further pressure on Australian investors searching for steady income to boost portfolio returns. The latest Henderson Global Dividend Index out today reinforced the need for Australian investors
August 22, 2016
Poker master, rule keeper, mover and shaker or easy rider?
New research reveals the proven impact of seeking professional financial advice but also that many Australians are not seeking advice to turn their dreams into reality. Simon Hoyle reports.
August 22, 2016
