Think before you act when it comes to your marketing
In the age of social media, apps, blogs and 24/7 news, having a marketing strategy is more important than ever. Anthony O’Brien writes that it’s not okay to “just do stuff” when it comes to marketing.
August 15, 2016
The financial planner’s guide to new education standards
New educational, professional and ethical standards are coming. Their precise impact will depend on whether you’re an existing or a new financial planner, as Dante De Gori explains.
August 15, 2016
MLC adds 56 new investment options to diverse menu
MLC has today officially announced the addition of 56 investment options to the MLC Wrap and MLC Navigator investment menus. The new investment options provide Financial Planners with additional high quality managed funds to choose from when building their client investment portfolios. Kathy Vincent, General Manager Retail Super and Investment Platforms at MLC said that
August 12, 2016
Seek alternatives to bank stocks
Investors need to look at alternatives to bank stocks for both yield and growth, argues David Bryant, chief executive officer of Australian Unity Investments. “Banks are getting a lot of attention this reporting season – not always for the right reasons – raising questions about their position as the yield investment of choice. “Their profits
August 12, 2016
Wingate Global Equity Fund added to Macquarie Wrap
The Wingate Global Equity Fund – Wholesale Units has been added to the Macquarie Wrap platform, providing investors with exposure to the growth of global markets while limiting risk. The Fund is managed by boutique international equities manager Wingate Asset Management, an investment firm with over a decade of experience in running global equity portfolios.
August 12, 2016
You can’t please all of the planners all of the time
The first tenet of a profession is to serve the public interest. This doesn't sit well with planners who think they should be put first by their respective associations. Simon Hoyle writes.
August 12, 2016
Class announces the availability of client messaging
Class, the developer of Class Super, Australia’s leading cloud software for administration of self-managed super funds (SMSFs), has announced the availability of client messaging. Client messaging provides a simple and secure way for accountants and administrators to exchange messages and documents with their clients. The new feature has been developed in response to the industry
August 11, 2016
CIPRs may help with Baby Boomer ‘wave’ of retirees
Still seen by some as a “utopian idea,” CIPRs would be similar to MySuper products – a default retirement income product for retirees that are disengaged or unsophisticated. Ben Power writes.
August 11, 2016
Recognition of prior learning key to getting planners over the line
Much has been written about the new education requirements for financial planners. Mark Sinclair writes about some of the possible options to obtain credit for existing qualifications.
August 11, 2016
Preservation and taxed components – like mixing oil and water?
The legislation around preservation and taxable components of a superannuation benefit are not so much related; they are more like close neighbours. Victoria Kuok explains.
August 11, 2016
Optimo trials robo-strategy platform
Optimo Financial has announced it will be piloting its new robo-strategy platform with a select group of financial planners and will release the service to the public next month. In a statement, Optimo Financial said its new custom-built, automated strategy optimisation service, Optimo Pathfinder, “will do all modelling calculations for financial planners and paraplanners for
August 10, 2016
Rice Warner: Australia’s personal investments market
Australia’s personal investments market – with total assets of $2,242 billion at June 30, 2015 against $2,032 billion in superannuation at the time – is set to keep growing strongly at 4% a year in real terms over the next 15 years. Rice Warner’s recently-published Personal Investments Market Projections 2015 report points to opportunities for
August 10, 2016
