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
Gone to the dogs: overkill preferable to being killed off
As the government moves to close down the entire greyhound industry, suddenly an avalanche of reform for financial planners doesn’t look such a bad alternative. Simon Hoyle writes.
July 15, 2016
Aviva Investors Multi-Strategy Target Return Fund Receives ‘Recommended’ Rating from Lonsec
Aviva Investors, the global asset management business of Aviva plc (‘Aviva’) with assets under management of £290 billion [1], today announced that its Aviva Investors Multi-Strategy Target Return Fund (ARSN 605 042 288) has received a “RECOMMENDED” rating by Lonsec Research Australia, an independent investment research body. The fund aims to deliver a return of
July 14, 2016
New XTB model portfolios simplify corporate bond exposure
The introduction of two new XTB (Exchange Traded Bond units) model portfolios is set to provide financial advisers and their clients with a simple way to incorporate exposure to individual corporate bonds. Launched today and available exclusively through advisers, the industry-first XTB-only model portfolios create a cost-effective, efficient way for advisers to manage the direct
July 14, 2016
Steady hand on investments builds trusted planning practice
Managing performance and relationships is a complicated balancing act in a time of slow economic growth, events like Brexit, and paltry returns on government bonds. Roger Montgomery writes.
July 14, 2016
Whether you like it or not, change is gonna do you good
Successful, ongoing change is essential if a company is to survive and prosper. But orchestrating that change takes vision, time and effort. Michelle Gibbings writes.
July 14, 2016
BlackRock¹s Concentrated Industrial Share Fund awarded ‘Recommended’ rating by Zenith
BlackRock Concentrated Industrial Share Fund has been awarded a “Recommended” rating by Zenith Investment Partners and was added to the BT Wrap and Asgard eWrap platforms on 8 July 2016. The Fund aims to outperform the S&P/ASX 300 Industrials Accumulation Index – excluding the top five stocks by market capitalisation – by between 4% to
July 13, 2016
Political risk affects how assets are held
Australian investors must recognise that political risk is currently a significant consideration in wealth creation and management, Matt Walsh, head of Lifeplan, has warned. “Managing political risk clearly involves the diversification of assets and asset classes but what is not so widely understood is that it should involve the diversification of how investments are held.
July 13, 2016
Fiducian delivers seamless Online to clients and planners
Fiducian Group Ltd’s in-house IT team continues to enhance seamless delivery of online services to clients and planners. Luke Grbin, Head of Platform Services, says the latest enhancements to FiducianOnline, Fiducian’s portal for clients, will enable the company to continue to grow as one of Australia’s very few successful end-to-end financial services businesses with its
July 13, 2016
Climate change action driving responsible investment growth – Australian Ethical
Australia is on the crest of an ethical investment wave, as the amount of money allocated to ‘core’ responsible investment has doubled in the last two years, Australian Ethical said today, responding to the launch of the sector’s annual benchmarking report. The 2016 Responsible Investment Benchmark Report by the Responsible Investment Association of Australia (RIAA)
July 13, 2016
Outsourcing a win-win option: more client time, higher fees
Not only can outsourcing investment research improve revenue for financial advisers but client time is greatly increased as advisers “become the key central care giver”. Ben Power writes.
July 13, 2016
