Best planning advice: build your ark before the flood
Nathan Bell shares his “battle plan” for financial planners, in which he advises: “Build, protect what you’ve got, stay flexible, stick to your plan and prepare.”
July 28, 2016
24 HOURS: A day in the life of … Priority1 Wealth Management
Professional Planner goes to metropolitan Melbourne for our series focusing on the day-to-day activities of leading financial planning businesses across Australia.
July 28, 2016
Stockspot launch digital financial assistant powered by artificial intelligence (AI)
Stockspot, Australia’s leading automated investment adviser and fund manager, today announced its move into artificial intelligence and machine learning with the launch of its digital financial assistant. Stockspot is the first investment adviser in Australia to integrate AI and machine learning functions into financial advice. The AI functionality works by analysing the data of thousands
July 27, 2016
Demand for managed risk equity strategies increases amid volatile market
With interest rates at record lows, traditional asset allocation approaches of diversifying into lower risk investments to manage risk may no longer be appropriate for income-oriented investors in or approaching drawdown mode. This finding comes from the latest Adviser whitepaper by BetaShares, a leading exchange traded fund manager, titled: ‘The Case for Managed Risk Investments.’
July 27, 2016
The road to professionalism never did run smooth
Although still not a profession, financial planning has come a long way. Ben Power writes about what delegates can expect at the upcoming IFAAA symposium, scheduled for October.
July 27, 2016
ASIC’s is a tough job, but somebody has to do it
Simon Swanson says ASIC has huge responsibility – not helped by an industry riddled with historical issues – and needs support for it to keep up the good work.
July 27, 2016
Creating sustainability and a focus on value for consumers
Superannuation has had a lot of attention recently - not all of it good. Colin Tate spoke at the FSC 2016 Leaders Summit about creating a system that is both workable and fair.
July 27, 2016
New fintech fills the void of efficiency and independence for managed accounts
MA Operator, a brand new technology for financial advisers, launched in Sydney today. The firm provides three different services on the same comprehensive platform and low-cost model: . A complete service for managed discretionary accounts (MDAs), including risk and compliance management, which replaces numerous systems and processes advisers currently need to use to offer MDAs
July 26, 2016
Valant Capital to provide Synchron advisers with investment solutions
A new company, Valant Capital, has been created to provide leading platform, investment and insurance solutions to the advisers of Australia’s largest non-institutional licensee, Synchron. In a strategic decision made by the Synchron Board and in response to adviser demand, the investment solution offered by Valant Capital broadens Synchron’s value proposition to its now over
July 26, 2016
Volatility reinforces benefits of absolute return strategies
The latest bout of share market volatility highlights the need for investors to consider the role of absolute return strategies within a balanced portfolio, according to Henderson’s Head of Alternative Australian Equities. “Volatile investment markets have seen the re-emergence of absolute return funds as investors refocus on capital preservation.” David Rosenbloom, Henderson’s Head of Alternative
July 25, 2016
The financial advice soldier challenging the apathy of Australians
This planner believes all the bad apples have left or are going to leave the industry, and the good apples are the “advice soldiers” who have stuck around. Jo Leggatt writes.
July 25, 2016
Knowing why you’re in business is your ticket to success
The most successful businesses operating in Australia today such as Google, Harvey Norman and Atlassian have one crucial element in common: they know why they exist. Anthony O’Brien writes.
July 25, 2016
