Like Knight and day: investment solution lifting productivity
Knight Financial Advisors decided early on to specialise in direct equities, leveraging the MDA structure to run tailored portfolios and deliver strong after-tax returns. David Heather writes.
June 09, 2016
Photo Gallery: 2016 Dealer Group Summit, Blue Mountains
Images from the 2016 Dealer Group Summit, held on June 6 and 7 in the Blue Mountains west of Sydney, attended by heads and senior executives of leading financial planning licensees.
June 09, 2016
netwealth hits record FUM, exceeding $9b milestone
Australia’s largest non-institutional platform provider, netwealth, has exceeded $9 billion in Funds Under Management (“FUM”) following strong inflows and continued growth across the IFA, private client and wealth management sectors. The milestone represents an increase of $1.6b and 22% growth this financial year. The significant growth reflects netwealth’s focus on providing market leading technology and
June 08, 2016
FirstWrap launches new cash management solution
Colonial First State will launch a powerful new cash management solution on FirstWrap Plus Investment accounts on 1 July to make cashflow management a lot easier for investors, SMSF trustees and their advisers. The cash management solution is powered by Commonwealth Bank’s Accelerator Cash Account, which has been integrated to work seamlessly with the FirstWrap
June 08, 2016
Weighing the pros and cons of outsourcing paraplanning offshore
Although it may seem incredibly attractive to send paraplanning offshore, not every planner is a fan. Ben Power reports on different approaches taken by Australian companies.
June 08, 2016
Super, tax and small business: end of year planning help for clients
Natasha Panagis provides a breakdown of the four key areas to review before June 30 to stay ahead of the game, including tips on SMSFs, super contributions, tax planning and small business.
June 08, 2016
Emerging markets misperception clouding investor sentiment
The underperformance of emerging markets is making investors nervous, but understanding the situations that threaten emerging markets will help manage investor angst. According to William Blair portfolio manager of Emerging Markets Strategies, Todd McClone, the characteristics of emerging markets gives them reactions to global economic change which are different to other asset classes, and therefore
June 07, 2016
Bell Direct extends online share trading platform with HSBC
Bell Direct, a leading online share trading business, has renewed its successful partnership with HSBC Australia to provide an integrated share trading platform for the bank’s customers. Arnie Selvarajah, CEO of Bell Direct, said the renewal marks the continuation of a mutually beneficial relationship between Bell Direct and HSBC Australia. “We are pleased to continue
June 07, 2016
Midwinter paves digital training path – launches ‘Midwinter Academy’
Midwinter has announced today that it has launched ‘The Midwinter Academy” – a state-of-the-art online training portal for its users. As a technology provider, Midwinter has been paving a digital pathway in the financial planning space and the Midwinter Academy is its next step in contributing to the digital transformation of the financial advice industry.
June 07, 2016
Plato Global Share Income Fund targets high income
The Plato Global Shares Income Fund (Fund) has distributed 4 per cent net income to investors in its first 6 months* and outperformed the benchmark by +1 per cent* net active performance since inception. Launched on 30th November 2015, the Fund is believed to be the first global share income fund in Australia that’s designed specifically for retirement income
June 06, 2016
Semaphore Private pointing clients in the right direction
Jo Leggatt talks to Andrew Peters about his planning firm, Semaphore Private, on why “less is more” in terms of client numbers, so they can get the best advice and undivided attention.
June 06, 2016
