Helping LGBTI clients get the best financial advice
Ben Power writes that while some of the financial issues facing the LGBTI community are unique, they are otherwise pretty much the same as those facing the “straight” community.
July 20, 2016
Planner-client relationships –
it’s a matter of trust
Professional Planner readers are invited to help shed light on what makes a great relationship between a financial planner and a client. Katherine Hunt, Brett Freudenberg and Mark Brimble explain.
July 20, 2016
COVER STORY: How the big themes will shape the future profession
The heads of leading financial planning licensees convened in June at the 2016 Professional Planner Dealer Group Summit to discuss the biggest issues facing financial planning. Simon Hoyle reports.
July 19, 2016
Empowering advisors to building better ETP Portfolios
Advisors and direct investors alike increasingly enjoy an unprecedented array of access to new asset classes and most importantly, “peer” product competition across the Exchange Traded Fund (ETF) and overall Exchange Traded Product (ETP) landscape. Whilst next month marks 15 years since Australia’s first ETF listed on the ASX, what we can be grateful for
July 19, 2016
XPLAN and MLC improve speed, accuracy for advisers
XPLAN has introduced first-to-market changes to further improve the speed and accuracy for advisers using MLC’s online application process, Riskfirst. The changes have resulted in significantly improved integration between the two systems. Advisers using IRESS’ XPLAN and MLC’s Riskfirst will be able to automatically sync an additional range of client information directly with MLC Riskfirst.
July 19, 2016
BAEP funds rated ‘Highly Recommended’ by Zenith
For the fifth consecutive year, Zenith Investment Partners has awarded a Highly Recommended rating to both the Bennelong Australian Equities Fund (Bennelong Core Fund) and the Bennelong Concentrated Australian Equities Fund (Bennelong Concentrated Fund), both of which are managed by Bennelong Australian Equity Partners (BAEP). BAEP is a boutique fund manager focused on investing Australian
July 18, 2016
Listed Property shines again, but be aware, says Zenith
The Listed Property sector achieved yet another year of strong absolute returns, with Australian and Global REITS generating 15.6% and 4.2% respectively, over the 12 months to 31 May 2016 according to Zenith Investment Partners latest Property Sector Review. This contrasted with other mainstream asset classes, many of which faired less favourably amidst a period
July 18, 2016
Future Generation announces donation of $4.71 million to Australian charities
Australia’s first listed philanthropic wealth creation vehicles, Future Generation Global Investment Company Limited (ASX: FGG) and Future Generation Investment Company Limited (ASX: FGX) today announce donations of $4.71 million to Australian charities for financial year end 30 June 2016. FGG will deliver its inaugural annual donation of $2.42 million to Australian charities focused on children
July 18, 2016
Never mind the bollocks, here’s a real career
From playing punk music in a garage band to joining the Queensland Treasury then becoming a financial planner may not be an obvious career path, but Ben Hancock did just that. Jo Leggatt writes.
July 18, 2016
CFP designation could help planners clear education hurdles
Tough new education standards for existing financial planners are likely to be legislated this year. FPA chief says the association is working to help planners meet requirements. Simon Hoyle writes.
July 18, 2016
Engaging your clients in the age of the informed customer
Knowing your client, their buying behaviours and the journey they take with your business are core tenets of running a successful financial planning operation. Anthony O’Brien writes.
July 18, 2016
‘Recommended’ rating adds additional momentum to growth of CFM’s true-to-label Alternative Beta Fund in Australia
Leading independent investment researcher, Lonsec, has awarded Capital Fund Management’s (CFM) Institutional Systematic Diversified Trust (CFM ISDiversified) a “Recommended” rating, adding strong momentum to the Fund’s market debut and solid penetration amongst financial advisers in Australia. Winston Capital Partners, the local distributor of CFM ISDiversified, said the Lonsec rating was a pleasing win and follows
July 17, 2016
