Empowering advisors to building better ETP Portfolios
Advisors and direct investors alike increasingly enjoy an unprecedented array of access to new asset classes and most importantly, “peer” product competition across the Exchange Traded Fund (ETF) and overall Exchange Traded Product (ETP) landscape. Whilst next month marks 15 years since Australia’s first ETF listed on the ASX, what we can be grateful for
July 19, 2016
XPLAN and MLC improve speed, accuracy for advisers
XPLAN has introduced first-to-market changes to further improve the speed and accuracy for advisers using MLC’s online application process, Riskfirst. The changes have resulted in significantly improved integration between the two systems. Advisers using IRESS’ XPLAN and MLC’s Riskfirst will be able to automatically sync an additional range of client information directly with MLC Riskfirst.
July 19, 2016
BAEP funds rated ‘Highly Recommended’ by Zenith
For the fifth consecutive year, Zenith Investment Partners has awarded a Highly Recommended rating to both the Bennelong Australian Equities Fund (Bennelong Core Fund) and the Bennelong Concentrated Australian Equities Fund (Bennelong Concentrated Fund), both of which are managed by Bennelong Australian Equity Partners (BAEP). BAEP is a boutique fund manager focused on investing Australian
July 18, 2016
Listed Property shines again, but be aware, says Zenith
The Listed Property sector achieved yet another year of strong absolute returns, with Australian and Global REITS generating 15.6% and 4.2% respectively, over the 12 months to 31 May 2016 according to Zenith Investment Partners latest Property Sector Review. This contrasted with other mainstream asset classes, many of which faired less favourably amidst a period
July 18, 2016
Future Generation announces donation of $4.71 million to Australian charities
Australia’s first listed philanthropic wealth creation vehicles, Future Generation Global Investment Company Limited (ASX: FGG) and Future Generation Investment Company Limited (ASX: FGX) today announce donations of $4.71 million to Australian charities for financial year end 30 June 2016. FGG will deliver its inaugural annual donation of $2.42 million to Australian charities focused on children
July 18, 2016
Never mind the bollocks, here’s a real career
From playing punk music in a garage band to joining the Queensland Treasury then becoming a financial planner may not be an obvious career path, but Ben Hancock did just that. Jo Leggatt writes.
July 18, 2016
CFP designation could help planners clear education hurdles
Tough new education standards for existing financial planners are likely to be legislated this year. FPA chief says the association is working to help planners meet requirements. Simon Hoyle writes.
July 18, 2016
Engaging your clients in the age of the informed customer
Knowing your client, their buying behaviours and the journey they take with your business are core tenets of running a successful financial planning operation. Anthony O’Brien writes.
July 18, 2016
‘Recommended’ rating adds additional momentum to growth of CFM’s true-to-label Alternative Beta Fund in Australia
Leading independent investment researcher, Lonsec, has awarded Capital Fund Management’s (CFM) Institutional Systematic Diversified Trust (CFM ISDiversified) a “Recommended” rating, adding strong momentum to the Fund’s market debut and solid penetration amongst financial advisers in Australia. Winston Capital Partners, the local distributor of CFM ISDiversified, said the Lonsec rating was a pleasing win and follows
July 17, 2016
Joachim Fels on King, Keynes and Knight: Insights Into an Uncertain Economy
One small footnote to the Brexit controversy: It has invigorated my interest in Lord Mervyn King’s concept of radical uncertainty. As the former governor of the Bank of England laid out so eloquently at PIMCO’s investment forum in May and in his recent book The End of Alchemy, “radical uncertainty” refers to uncertainty so profound
July 15, 2016
Eaton Vance says investors may need to lower return expectations in wake of Brexit
The historic Brexit vote on June 23 sent shockwaves through the capital markets and sparked a global flight to quality in fixed-income sectors, as investors reacted to new political and economic uncertainty. Substantive, fundamental impacts on trade and economic growth are likely to take time before they become apparent. In the meantime, investors will likely
July 15, 2016
BetaShares half year 2016 Australian ETF review
The Australian exchange traded fund industry has expanded during the first half of 2016, recording assets of $22.5 billion at the end of June, according to the BetaShares Australian ETF Half Year Review. FUM grew 5% in the six months to June 2016, adding $1.1 billion to the industry. By comparison, unit growth increased 15%
July 15, 2016
