Can’t touch this: Marketing a service versus marketing a product
Marketing a financial advice business is nothing like selling hamburgers or electronics. Anthony O’Brien writes about the need to focus on the client outcome rather than your services.
August 08, 2016
Rethinking client strategies in a shifting retirement landscape
Change is the only constant in life and big budget and legislative changes to superannuation and retirement investments mean traditional strategies will no longer work. Assyat David explains.
August 08, 2016
Welcome to a brave new world for financial planners
Simon Hoyle gazes into his crystal ball for a look at where the profession of financial planning will be after the date for all the educational hurdles and requirements has come to pass.
August 05, 2016
Shaw and Partners launch managed accounts in partnership with Praemium
Shaw and Partners today launched a new managed account solution, incorporating two Investment Models, giving clients greater choice, transparency and increased control over their investments. The managed account solution is being offered through a partnership with Praemium, giving Shaw and Partners’ clients access to a professionally managed portfolio of investments over which they retain beneficial
August 04, 2016
Big names in the running to be named Fund Manager of the Year
The second tranche of nominees in the 2016 Professional Planner|Zenith Fund Awards has been revealed. Winners in 19 award categories will be announced on October 7.
August 04, 2016
Investors seek income as rates hit new lows
The Reserve Bank’s decision to reduce interest rates has reinforced investor concerns about income generation outside the familiar territory of term deposits, says Roy Prasad, head of mortgages with Australian Unity Investments. “Today, investors need to invest four times as much in a term deposit to earn the same amount of income as they did
August 04, 2016
AMP Capital and BetaShares add Dynamic Markets Fund to suite of exchange traded managed funds
AMP Capital and BetaShares have launched the third active exchange traded managed fund under their alliance. The AMP Capital Dynamic Markets Fund (Hedge Fund) (ASX: DMKT) is the first global multi- asset fund trading on the Australian Securities Exchange (ASX). The Dynamic Markets Fund was established in 2011 by AMP Capital Head of Dynamic Markets
August 04, 2016
The kids are all right: stepping into the family business
Keeping it all in the family for some financial planners may mean sending the children away to learn the rules before coming home to “break” them. Ben Power writes.
August 04, 2016
Changes to MDAs coming – act now to avoid the rush
ASIC is set to announce long-awaited changes to the operation of managed discretionary accounts (MDAs) before October. David Heather writes that advisory firms need to be ready.
August 04, 2016
Distractions galore but don’t lose sight of the bigger picture
Seemingly endless legislative changes have made the financial advice sector at times downright confusing. The 2016 Best Practice Forum will help planning practices stay focused on growth.
August 04, 2016
Rubik joins forces with Class
Rubik Financial Limited (ASX: RFL), a leading fintech company delivering innovative banking, wealth and mortgage solutions to the financial services industry, has partnered with Class Super Pty Ltd, to provide advice technology for accountants who are limited licence holders. The partnership is a timely one given the change to regulation as part of the FOFA
August 03, 2016
Vanguard 2016 Index Chart highlights value of long-term perspective
Recent volatility may have rattled markets around the globe, but 30 years of index data shows that looking beyond the short term can have its rewards. The newly-released Vanguard 2016 Index Chart tracks 30 years of performance across major asset classes to demonstrate the power of compounding returns over a long term period. Data to
August 03, 2016
