A nice little earnie – how to develop a robo-advice offering
No matter how attractive robo-advice offerings are to financial planning firms, research must go into how they will be deployed and who they will target. Simon Hoyle reports.
July 13, 2016
Value found outside ‘Blue Chips’, says Zenith
Zenith has just released its 2016 Australian Large Companies Sector Review, and once again, the managers on Zenith’s Approved Product List (APL) have outperformed the index. Commenting on the review, Quan Nguyen, Senior Investment Analyst and Zenith’s lead analyst on the Australian Shares – Large Companies sector said, “On average, funds on Zenith’s Approved Product
July 11, 2016
MLC adds Antares Ex-20 to SMA suite
MLC has today announced the addition of the Antares Ex-20 Australian Equities Separately Managed Account (SMA) portfolio to the MLC Wrap and MLC Navigator platforms. Kathy Vincent, General Manager Retail Super and Investment Platforms at MLC said, “We’re pleased to announce the addition of the Antares Ex-20 Australian Equities strategy to our Separately Managed Account
July 11, 2016
Extrovert who started own financial planning firm at 25
With a handful of shares at age 15 and a shares trading account at 18, this planner, who opened his own firm at 25, thrives on helping other young people get into the industry. Jo Leggatt reports.
July 11, 2016
No time like the present to work on your marketing strategy
The start of a new financial year is an excellent time to take a look under the hood of your business, to give your marketing strategy a grease and oil change. Anthony O’Brien writes.
July 11, 2016
Investors vote to extend the Cromwell Riverpark Trust
Investors in the Cromwell Riverpark Trust (the Trust) have overwhelmingly voted in favour of extending the syndicate for an additional five years. The single asset Trust, which successfully raised $91 million from retail investors, was launched in 2009 by the Trust’s responsible entity, a subsidiary of the Cromwell Property Group (ASX: CMW), with the purchase
July 11, 2016
‘Boomerang children’: Exempt from superannuation death tax?
The first administrative appeals tribunal decision released that has ever been on-point examines when an interdependency relationship exists between adult children and parents. Bryce Figot writes.
July 11, 2016
No ‘Co-al-exit’ but like politics, funds need to change
The close-run election result shows the old way of doing things no longer works. Fund manager AB argues that the relationship between fund managers and advisers also needs to change. Simon Hoyle writes.
July 07, 2016
Succession planning – the devil is in the details
Max Newnham writes about advising a successful family-run manufacturing firm on succession planning and the best way for a father to pass the business to his sons without paying excessive tax.
July 07, 2016
Proposed ‘professional year’ for new planners a big hurdle
Government legislation requiring planners to complete a “professional year” before they can practice would prove extremely costly – in terms of both money and time. Ben Power reports.
July 06, 2016
Advice for planners on proposed removal of 10% test
The 2016 federal budget proposal to remove the “10 per cent test” will level the super contribution playing field for clients on income protection claims. Benjamin Martin writes.
July 06, 2016
Interview: Revolutionising offshore outsourcing
Fisher is helping Australian planners reduce costs by outsourcing the "boring stuff" to low-cost centres of excellence offshore, where the work is not considered boring at all. Simon Hoyle writes.
July 06, 2016
