24 HOURS: A day in the life of … Minchin Moore Private Wealth
The second profile in a new series focusing on the day-to-day activities of leading financial planning businesses across Australia. This month: Minchin Moore Private Wealth.
June 29, 2016
Low return environment creates new urgency for licensee groups
The current low return outlook places a new urgency for dealer groups to help their advisers find new and innovative ways to reduce costs and improve performance for clients, says Sentry Group CEO Murray Hills. With historically low cash rates, subdued share market returns and a slow Australian economy, it remains a challenging time for
June 28, 2016
Leading investment managers see domestic and US rates lower for longer
Further interest rate cuts, the need for highly selective and active equity investments, and a likely cut to Australia’s credit rating are among some of the core views to emerge from the first investment roundtable organised by Crestone. Coupled with a “lower for longer” view on domestic interest rates, the inaugural Crestone Investment Forum roundtable
June 28, 2016
T Rowe Price Launches $A Hedged Global Equity Fund
Global investment manager T. Rowe Price has launched an Australian dollar hedged version of its flagship Global Equity Fund, the T. Rowe Price Global Equity (Hedged) Fund. T. Rowe Price Managing Director Australia and New Zealand Murray Brewer said the new Fund allows Australian investors to minimise the impact of the rising Australian dollar on
June 28, 2016
Topdocs automates ABN/TFN applications for companies and trusts
Following on from their automation of the ABN and TFN application process for SMSFs, Topdocs has now extended their time saving feature to Companies and Trusts, an industry first. With over 200,000 companies registered in Australia each year, as well as huge volumes of Unit and Discretionary Trusts, Topdocs director, Michael Spakman, says this automation
June 27, 2016
NWQ Fiduciary Fund debuts on key retail investment platforms
Rapidly growing boutique funds management firm NWQ Capital Management (“NWQ”) is pleased to announce its flagship NWQ Fiduciary Fund has been added to two major retail investment platforms, opening up the top-performing fund-of-hedge-fund (FOHF) vehicle to a broader range of financial advisers. The Fiduciary fund has been added to the Investment Menus of the Macquarie
June 27, 2016
Morningstar Rates PIMCO Australian Bond gold, 15 fixed income funds silver and 14 bronze
Morningstar today released its Sector Wrap-Up for Australian and global fixed income funds, covering 54 investment strategies. Key Findings Funds that achieve Morningstar Analyst RatingsTM of Gold, Silver, or Bronze are designated Morningstar Medallists. We allocated one fixed income strategy the highest-possible Analyst Rating of Gold – PIMCO Australian Bond. A further 15 were designated
June 27, 2016
Australian long/short funds shine despite market volatility: Zenith
Australian Shares – Long/Short funds have materially outperformed the Australian equity market for the 12 months ending 30 April 2016 according to Zenith Investment Partners’ 2016 Australian Shares – Long/Short Sector Review. Commenting on the review, Justin Tay, Zenith’s lead analyst on the Australian Shares – Long/Short sector said, “Over the period, Zenith’s rated Australian
June 27, 2016
AMP Capital acquires prime Sydney industrial portfolio
AMP Capital Diversified Property Fund (ADPF) has acquired a portfolio of Sydney industrial assets for $250 million. The portfolio comprises six high quality, Sydney based warehouse/logistics assets, located in a mix of core and infill locations with future urbanisation potential and proximity to existing and proposed infrastructure. All assets are located within land constrained markets,
June 27, 2016
Playing the long game and ‘flirting with 40s’
An Irishman’s thirst for adventure led to a brilliant career in financial planning in Australia. But he says there are no short cuts to being a top notch adviser. Jo Leggatt reports.
June 27, 2016
Three basic tips for how you can turn more leads into sales
Every dollar spent on marketing is a dollar wasted if it doesn’t contribute to improving your bottom line. Anthony O’Brien writes about the best ways to "convert" potential clients.
June 27, 2016
Rewriting the book on the old-fashioned legal tradition of deeds
Bryce Figot explains how a new publication means SMSF trustees and their advisers no longer have to rely on an English book on deeds that was published in 1928.
June 27, 2016
