Industry Updates

Lonsec awards ‘Recommended Index’ Rating to VanEck Vectors FTSE Global Infrastructure (Hedged) ETF

VanEck today announced that Lonsec has assigned a ‘Recommended (Index)’ rating to its VanEck Vectors FTSE Global Infrastructure (Hedged) ETF (ASX code: IFRA). Arian Neiron, Managing Director, VanEck Australia, said, “We are pleased to receive a ‘Recommended Index’ rating from Lonsec. Lonsec’s report highlights two of IFRA’s key strengths, the sub-sector capping which ensures investors

OneVue launches a managed account that’s changing the world

A rapid increase in technologically-enabled innovation is changing the world at an accelerated rate and Australians cannot be left out of this exciting field of investment. To enable Australians to access investment sectors not readily available locally, OneVue has forged an exclusive partnership with New York City-based investment manager, ARK Investment Management LLC (ARK). Ark

QuietGrowth introduces multiple reissue of statement of advice feature

QuietGrowth, the Automated Investment Manager (AIM) has introduced a new feature that allows clients to modify their personal circumstances, receive a new Statement of Advice, and change their portfolio’s risk tolerance at no extra charge. The new feature, together with the ‘multiple portfolios’ feature introduced last month, provides investors, and potentially financial advisory firms, with

There are bigger risks than Brexit, AB warns global bond investors

Investors trying to assess the impact on their fixed-income allocations, should Britain vote to leave the European Union, need to take care not to confuse the “dog” with the “tail”, global asset manager AlllianceBernstein (AB) said today. “It’s important for investors in Australia and elsewhere to get the right perspective on the referendum so that

How Abraham Lincoln inspired an unconventional career and practice

Learning how to write via the Gettysburg Address might be an unconventional path for an Australian planner, but by working for inspiring people, this one has taken the road less travelled. Jo Leggatt reports.

Mastering the art of making better decisions

Like death and taxes, decision making is a part of life. Michelle Gibbings writes about the steps involved in the process to making better decisions.

Lifeplan launches investor portal

Lifeplan has entrenched its digital presence in the market with the launch of an online investor portal enabling investors to monitor and transact online. The development and launch of the Investor Portal follows the successful launch of the Adviser Portal in November 2014. The launch follows Lifeplan’s extensive consultation with advisers and investors, in order

Professionalising the profession that dare not speak its name

Raising the education level for financial planners to degree level is a good thing for the industry but there are many uncertainties on the path ahead. Simon Hoyle writes.

White paper: Where did baby boomers go wrong?

For the last 10 years to 8 June 2016, the S&P/ASX 100 has returned just 1.1 per cent per annum. Why has a portfolio of so called ‘blue chip’ companies delivered such poor returns? Putting aside the individual industry themes that might currently be impacting banks, resource companies and supermarkets, there is a simple arithmetic

Credit Specialist continues its impressive track record performance

La Trobe Financial’s $1.1 Billion retail Credit Fund has again been recognised with a “Recommended” rating by Zenith Investment Partners for its $613m Pooled Mortgages Option (PMO); its flagship investment option. In the report, Zenith Analyst, Dugald Higgins states that “La Trobe Financial has carved an impressive track record in this sector driven by their

Taking care of business makes sense for SMSFs

Investing SMSF funds in businesses is not the first thing most people think of, but Max Newham writes that this often unconsidered investment option can prove lucrative.

Innovate or die. But innovation is not the enemy

Jon Shaw writes that innovation comes in all shapes and sizes and the beauty of low cost digital means that if at first you don’t succeed, you can try, try again.

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