Brexit: leading investors respond
Instreet In light of UK voting in favour of leaving the EU, a leading fund manager says investors should not panic. Investors should realise that it will still take some time for the changes to take place, says George Lucas, managing director Instreet. “In fact, the UK would probably remain a member of the EU
June 26, 2016
Coming soon: a seismic shift that maybe not everybody is ready for
Simon Hoyle writes that the rise of a financial planning profession will – and must – fundamentally change the relationship between financial planners and licensees.
June 24, 2016
Focus on the client experience, not your services
Anthony O’Brien explains why understanding the customer's journey is critical to maintaining a strong business and why you should keep your message, and service, consistent.
June 23, 2016
Why ‘Mr Macro’ is an unreliable guide to investment markets
Nathan Bell writes that history has proved successful investment opportunities exist, even in the most hostile macro environments. Just keep your eye on what really matters.
June 23, 2016
AIA Australia launches a new risk-specific data feed to AdviserLogic to streamline insurance advice and administration
Life insurer AIA Australia has announced a new risk-specific data feed to AdviserLogic to help financial advisers produce faster and more accurate client information for administering life insurance policies. AdviserLogic is a cloud-based software system that enables financial advisers to systemise and standardise advice documentation and business processes to increase the productivity of practices. The
June 22, 2016
BetaShares to launch a comprehensive family of Global Sector ETFs in the Australian market
BetaShares, a leading Australian manager of exchange traded funds, today announced the launch of Australia’s first Global Energy Companies ETF, which will trade under the ASX code “FUEL”. FUEL provides simple, cost-effective and transparent exposure to the largest companies in the global Energy sector such as Exxon, Chevron, Royal Dutch Shell, BP and Total. The
June 22, 2016
Shape up or ship out: a blunt message on education standards
With new education standards to apply for new planners from 2019 and existing planners from 2024, FPA chair Neil Kendall tells the industry it needs to get its act together. Simon Hoyle reports.
June 22, 2016
Brexit ‘coin toss’ difficult to call for markets
From the price of sugar, ship-building and the changing shape of the Chinese economy, Tom Stevenson writes about factors that may – or may not – be affected by Britain’s exit or non-exit from the EU.
June 22, 2016
Executor Horror Stories Pt 2:
When an executor is dishonest
Don’t expect a previously dishonest person to act with integrity as an executor just because someone has died. Anna Hacker and Bryan Mitchell explain.
June 22, 2016
Home equity release crucial to fund retirees with insufficient superannuation balances
Financial concerns are escalating amongst pre and current retirees as the reality of underfunded superannuation balances and inadequate savings is becoming a reality for far too many mature age Australians said Homesafe Solutions MD and Founder Mr Peter Szabo. Telling recent surveys have revealed that many older Australians expect to be worse off than previous
June 21, 2016
Innovation and unprecedented market conditions create ‘perfect storm’ for fixed income
Record-low interest rates and increasing volatility are driving a growing search for capital stability and predictable income. This is paving the way for a marked shift towards more defensive investment portfolios, according to Australian Corporate Bond Company (ACBC). Launching the firm’s new whitepaper, ‘Lower rates for longer: Implications for Australian fixed income’, ACBC CEO and
June 21, 2016
Zenith gives thumbs up to PM CAPITAL Global Opportunities LIC
PM CAPITAL’s Global Opportunities Fund Limited (ASX: PGF) has been rated “Recommended” by leading research house Zenith Investment Partners following a detailed review of the listed investment company. PM CAPITAL also operates the same strategy as PGF in an unlisted format, namely the PM CAPITAL Global Companies Fund. The recommended rating puts PGF alongside the
June 21, 2016
