Australian Absolute Return Equity Manager Monash Investors, celebrates four years of true to label performance and SQM Superior rating
In a low return, high volatility environment that may threaten the lifestyle hopes of a generation of Australian’s and where outperforming an equity index may still fail to deliver on investor’s goals, Monash Investors Pty Limited (“Monash Investors”) offers an investment strategy that may deliver what investors may be looking for: long term certainty, strong
July 22, 2016
A wrong call on an association could leave you out in the cold
A call to resign association memberships may be misguided because later this year you could find yourself on the wrong side of the law – and out of business. Simon Hoyle writes.
July 22, 2016
Madison launches market-leading model portfolios
WealthPortal is proud to launch an expanded suite of Separately Managed Account (SMA) options from Proactive Portfolios. Proactive has launched through WealthPortal’s five new MFM (Managed Fund Models) SMA model portfolios which are blended from a select group of Managed Funds and offer a range of risk profiles for advised clients. These models are also
July 21, 2016
Aviva Investors Launches AIMS Target Income Fund
Aviva Investors, the global asset management business of Aviva plc (Aviva), has launched a second fund in the Aviva Investors Multi-Strategy (AIMS) range in Australia: the AIMS Target Income Fund (ARSN 612 806 498). The fund is available for Australian institutional investors, and retail investors through platform providers. The AIMS Target Income Fund: · Targets
July 21, 2016
PRI awards Martin Currie A+ rating for Governance and Sustainability
Martin Currie has received the highest possible award ratings in two key categories from the PRI, a world leading proponent of responsible investment. In its latest assessment, the PRI has awarded Martin Currie an A+ rating for its overall approach to responsible investment in the category of Strategy and Governance. Martin Currie has received a
July 21, 2016
FPA chief takes financial planners on a tour of the new regulatory landscape
FPA chief executive officer Dante De Gori sets out the main features of the financial planning regulatory landscape following the re-election of the Turnbull government.
July 21, 2016
Protecting ‘clever’ trustees when an SMSF purchases property
Most SMSF trustees don’t intentionally breach any superannuation regulations, but some think if they do they will get away with it. Max Newnham writes why it’s so important to educate clients.
July 21, 2016
What will trigger a rise in long-term interest rates?
Standard Life Investments, the global asset manager, assesses the outlook for long-term interest rates, in the light of some worrying structural trends which were amplified by the result of the UK’s referendum on EU membership. Jeremy Lawson, Chief Economist, shares his opinion in the latest edition of Global Outlook that governments need to embrace fiscal
July 20, 2016
Milliman Derivatives Survey 2015
The economic impact and regulatory changes resulting from the global financial crisis continue to have a major impact on the life insurance industry across the globe. This survey explores trends in risk management practices and derivative usage within the insurance industry. In this report, we present the findings from the 2015 update to this survey,
July 20, 2016
Helping LGBTI clients get the best financial advice
Ben Power writes that while some of the financial issues facing the LGBTI community are unique, they are otherwise pretty much the same as those facing the “straight” community.
July 20, 2016
Planner-client relationships –
it’s a matter of trust
Professional Planner readers are invited to help shed light on what makes a great relationship between a financial planner and a client. Katherine Hunt, Brett Freudenberg and Mark Brimble explain.
July 20, 2016
COVER STORY: How the big themes will shape the future profession
The heads of leading financial planning licensees convened in June at the 2016 Professional Planner Dealer Group Summit to discuss the biggest issues facing financial planning. Simon Hoyle reports.
July 19, 2016
