Financial planners delving into the world of peer-to-peer lending
Could peer-to-peer lending be the way forward for smaller investors with the burgeoning lending space offering returns of up to 10 per cent? Ben Power reports.
May 26, 2016
Three tips to getting the most out of your new value proposition
Why taking a “me too” approach will not endear you to prospective clients but focusing on what your value proposition can offer them will. Anthony O’Brien writes.
May 26, 2016
The importance of keeping SMSF assets separate
There is a massive trend towards individuals becoming trustees of SMSFs. This is not the best structure for ensuring compliance with ownership rules, and brings other complications – and high net penalties if a law is breached.
May 26, 2016
Knight Financial implements enhanced MDA solution
Self-licensed advisory firm Knight Financial Advisors has unveiled a Managed Discretionary Account (MDA) service built in partnership with listed managed account operator Managed Accounts Holdings Limited (MGP), which will replace the licensee’s proprietary investment administration system and see up to $300 million transitioned to the new solution. The Perth-based practice, which has successfully run MDA
May 25, 2016
Retirees should reconsider fixed income investments
Most retirees are looking for fixed income in their investment portfolio, even if they don’t realise that is what they are seeking, says Jon Howie, head of iShares Australia. “When you ask retirees what their risk and return aims are, what they describe is usually what fixed income can offer,” he said. “However most people
May 25, 2016
‘Father of FoFA’ takes a seat at the advice table
Bernie Ripoll helped set new rules for providing financial advice in Australia and now he’s joined the board of an online business set up to operate under them. Simon Hoyle reports.
May 25, 2016
End of cheap SMSFs signals new opportunities for planners
With the era of cheap SMSFs ending, John Wiseman writes that personal engagement is key and sending an email, tweet or thumbs up on social media is not going to cut it.
May 25, 2016
For investors seeking opportunity amidst volatility
When assessed on their more recent history, junk bonds aren’t looking too poorly on a risk–return basis compared with other asset classes. Steven Tang writes.
May 25, 2016
Federation Alliance adds superannuation to its platform lineup
Federation Alliance has today announced the launch of Federation Super, joining Federation Managed Accounts on the company’s platform offering. Federation Alliance brings together the long-standing experience of the Federation Alliance key principals and Australian Unity. Alan Kenny, CEO of Federation Alliance, said the addition of Federation Super means the Federation platform offers a complete administration
May 24, 2016
Best of both worlds – the sustainable investment challenge
Increasing numbers of people are asking how they can incorporate their views on environmental, social and governance (ESG) issues into their long-term wealth goals in a way that doesn’t compromise sound investment principles. Global asset management firm Dimensional Fund Advisors has responded by launching in Australia and New Zealand a Global Sustainability Trust that combines
May 24, 2016
ANZ rebrands online trading platform E*TRADE Australia as ANZ Share Investing
ANZ today announced it is rebranding its online share trading platform E*TRADE Australia to become ANZ Share Investing. ANZ Managing Director Pensions and Investments, Peter Mullin, said: “This is an important change for us as it brings our online share trading platform into the ANZ fold. “ANZ has a strong brand that is widely recognised
May 23, 2016
Seeking a reason to jump out of bed every morning
Jo Leggatt talks to Tom Barlow about how he re-found his passion for planning, working for staunchly independent Roskow Independent Advisory and didn’t have to ‘chuck it all in and open a bakery’.
May 23, 2016
