Ageing population to accelerate digital disruption
As clients age and mobility and cognitive function decline, advisers need to ensure their advice is relevant and easy to understand. Technology and automation are critical, Peter Malekas writes.
August 10, 2016
AAT decision good news for SMSF real estate developments
Real estate development via unit trusts can be an attractive proposition for SMSFs. Bryce Figot says a new decision by the administrative appeals tribunal (AAT) is encouraging.
August 10, 2016
Implemented Portfolios launches innovative ‘Branded IMA’ solution
Implemented Portfolios, a leading managed account specialist dedicated to helping financial advisers provide a consistent and scalable client experience, has today announced the rollout of its new Branded Individually Managed Account (IMA) service. The first-of-its-kind fintech solution will provide Australian financial advisers and licensees the ability to white-label the Implemented Portfolios IMA technology, while utilising
August 09, 2016
Monash Absolute Investment Fund added to Macquarie Wrap and netwealth
Winston Capital Partners is pleased to announce that the Monash Absolute Investment Fund (Fund) has been added to both the Netwealth and Macquarie Wrap Super and Non-Super platforms having met both the adviser demand and governance requirements for both platforms. Commenting on the news, Rory MacIntyre from Winston Capital Partners, said, “we are very pleased
August 09, 2016
Colonial First State adds T Rowe Price global equity capability to FirstChoice platform
T. Rowe Price’s Global Equity capability managed by Scott Berg is now available on Colonial First State’s FirstChoice platform. T. Rowe Price Head of Relationship Management Australia and New Zealand Murray Brewer says the addition of the firm’s highly regarded global equity capability provides Australian investors and advisers access to an equity capability that invests
August 09, 2016
Smart beta to become mainstream investment choice
Smart beta investing will become more prevalent in portfolios and most believe it will outperform active strategies according to VanEck’s survey of Australian financial advisers and brokers on smart beta investing. The new survey found over 90% of financial professionals would consider investing in smart beta strategies in the future and 89% believe smart beta
August 09, 2016
Greencape Capital achieves ratings upgrade
Boutique Australian equities fund manager Greencape Capital has received two ‘Highly Recommended’ ratings from independent researcher Zenith. The Greencape Wholesale High Conviction Fund and the Greencape Wholesale Broadcap Fund were upgraded from Recommended to Highly Recommended. The Funds have now received top accolades from the major research houses, with the newly upgraded Zenith rating sitting
August 08, 2016
Volatility in portfolio erodes retirement savings, shows new research
Australian superannuation fund members pay a high price for portfolio volatility. It gives them a “rough ride” in the accumulation and retirement stages of their plans, and produces lower return than the same strategy would with less volatility. The report, titled “A Wide Angle Lens View of Volatility: Managing the Journey and the Destination”, details
August 08, 2016
Fellowship reflects half a century of service to the profession
This planner has been doing the job longer than most – and can’t imagine doing anything else – but back in the 1960s he taught science and maths to high school students. Jo Leggatt reports.
August 08, 2016
Can’t touch this: Marketing a service versus marketing a product
Marketing a financial advice business is nothing like selling hamburgers or electronics. Anthony O’Brien writes about the need to focus on the client outcome rather than your services.
August 08, 2016
Rethinking client strategies in a shifting retirement landscape
Change is the only constant in life and big budget and legislative changes to superannuation and retirement investments mean traditional strategies will no longer work. Assyat David explains.
August 08, 2016
Welcome to a brave new world for financial planners
Simon Hoyle gazes into his crystal ball for a look at where the profession of financial planning will be after the date for all the educational hurdles and requirements has come to pass.
August 05, 2016
