Adviser of many talents sees planning as aspirational career
By not being “one of the boys”, this former language teacher thrived in the investment environment. These days she wears many hats and encourages others to become planners. Jo Leggatt writes.
August 22, 2016
The Client, Part 4: Playing the waiting game and facing the music
In the fourth part of a series tracking the experience of a financial planning client, the developing relationship between planner and client is found to be encouraging, but both still need to work at it.
August 22, 2016
AIA Australia Re-launches Business Growth Hub to Help Advisers Excel
Leading life insurer AIA Australia has re-launched its practice development centre of excellence, the Business Growth Hub, to help financial advisers grow their business and build deeper client relationships. Business Growth Hub is an online resource centre offering access to a variety of advice efficiency tools as well as providing access to a handpicked panel
August 19, 2016
Investors maintain appetite for active fixed interest opportunities as rates continue to fall
Continued volatility across global markets and a sustained low interest rate environment are combining to present significant challenges as well as opportunities for fixed interest asset managers, according to Henderson Global Investors’ Head of Australian Fixed Interest, Glenn Feben. The Henderson Australian Fixed Interest team (‘Team’) has today been awarded the AFR Smart Investor Blue
August 19, 2016
Minister needs a score of nine out of nine on this exam
Appointing the wrong people to the board of the proposed standards body could set back the industry by years, and hurt the cause of lifting consumer protection. Simon Hoyle writes.
August 19, 2016
AMP set to roll out a different way of looking at LIF
AMP chief says cost savings from the LIF could be delayed by rising claims expenses, as the insurance giant prepares to launch a new kind of policy to address long-tail claims costs. Simon Hoyle writes.
August 19, 2016
ANZ announces new model portfolios for retirees
ANZ Wealth today announced details of new model portfolios focusing on the specific needs of retirees that are available through its Aligned Licensees. The model portfolios were developed with Mercer Australia, following extensive consultation with financial advisers specialising in advice for retirees. ANZ Wealth Australia General Manager Aligned Licensees, Darren Whereat said: “Retirees are a
August 18, 2016
‘Woman of a certain age’ encourages others to dream
On the eve of Financial Planning Week, ambassador Jane Caro says setting financial goals is “not mercenary, not unfeminine and not uncool.” Simon Hoyle writes.
August 18, 2016
What to do when you don’t know what to do
No matter how experienced or well-versed in economic history you are, you haven’t seen an investment environment like this before. Dan Miles writes.
August 18, 2016
Praemium and Burrell team up on new managed accounts solution
Praemium today announced the launch of a new managed account solution for long-standing client Burrell Stockbroking and Superannuation. The Brisbane-based stockbroker will offer its new, fully-branded managed account solution to clients in both retail superannuation and investment structures, enabling clients to access diversified Burrell investment portfolios while Praemium takes care of custody and administration. Managing
August 17, 2016
Illegal access of super benefits a ‘lose-lose’ proposition
Using self-managed super funds for any purpose other than supporting retirement is not only detrimental in the long term, it is a crime and carries hefty penalties. Max Newnham writes.
August 17, 2016
