Financial planning industry needs to think about what it leaves behind
Financial planning invariably ranks poorly in surveys of public trust. But if the profession can find a voice to speak out on wrongdoing, its legacy may be saved. Simon Hoyle writes.
August 26, 2016
IFAs and accountants seek out robo-advice
Stockspot, Australia’s leading automated investment adviser, has launched its partners programme for advisers, accountants and other professionals. The programme will allow selected financial professionals to partner with Stockspot for their clients. Stockspot will manage the client’s portfolio including all advice, investing, compliance, rebalancing and tax reporting. The IFA or accountant has full visibility of their
August 25, 2016
AMP Capital invests in Evergen, a next-generation renewable energy start up
AMP Capital and The Commonwealth Scientific and Industrial Research Organisation (CSIRO) have collaborated on the development of Evergen, a new business in clean energy and energy efficiency. Evergen, which has officially launched today, sells and manages intelligent home energy systems comprising solar power and batteries, which is based on technology provided by CSIRO. The Evergen
August 25, 2016
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
