The king is dead, long live the king: The importance of cash
Poor returns on cash have seen investors invest in increasingly riskier stocks. Roger Montgomery writes on the importance of cash and why it is still king.
May 23, 2016
Executor Horror Stories Pt 1:
When executor hates beneficiary
Had a father been advised to choose his executor more carefully, his daughter’s financial adviser may not have had to intervene to protect her inheritance. Bryan Mitchell and Anna Hacker explain.
May 23, 2016
SelfWealth launches revolutionary, Australia-first low-cost brokerage platform
For the first time, Australian investors will be able to trade at the low-cost flat-fee rates as SelfWealth today launches its new TRADING platform. SelfWealth TRADING is revolutionising stock trading in Australia, finally providing flat fee trading to a market dominated by the big banks. Its disruptive model charges a flat $9.50 fee regardless of
May 20, 2016
OpenMarkets adds XPLAN integration in major expansion of its third-party network
OpenMarkets clients can now enjoy full integration with financial planning software XPLAN, as Australia’s independent technology stockbroker takes another step towards becoming the sector’s most connected broker. The integration allows advisers trading through OpenMarkets the ability to access client transactions and holding information directly from XPLAN, removing the hassle of keying in the data themselves.
May 20, 2016
Could financial planning become the world’s oldest non-profession?
Simon Hoyle writes that financial planners are still languishing with journalists at the bottom of the list of respected professions, even though neither occupation is actually a profession.
May 20, 2016
Market Neutral funds have significantly outperformed equities market, says Zenith
Equity market neutral funds significantly outperformed the Australian equity market for the 12 months ending February 2016 according to Zenith Investment Partners latest Market Neutral Sector Review. Commenting on the review, Justin Tay, Zenith’s lead analyst on the Market Neutral sector said, “Although there was a wide level of dispersion in the performance of the
May 19, 2016
AXA IM Global Equity SmartBeta ESG Fund achieves RIAA certification
AXA Investment Managers (AXA IM) today announced it has received responsible investment certification by the Responsible Investment Association Australasia (RIAA) for its fully integrated ESG (environmental, social and governance) SmartBeta equity pooled fund – AXA IM ACWI SmartBeta Equity Fund (the Fund). The Fund is designed to give Australian long term investors a more efficient
May 19, 2016
Three golden rules for maximising your marketing dollar
Anthony O’Brien explains the best marketing strategies for small to medium businesses and why neither a “head in the sand” nor a “spray and pray” approach will work.
May 19, 2016
Financial ‘coaches’ add value to financial advice
Research shows advisers who provide advice and coaching on saving, budgeting and cashflow management are experiencing higher client engagement and satisfaction, Peter Malekas writes.
May 19, 2016
Cover story: Picking up graduate talent in the pre-season draft
Smart employers are already “graduate-ready”, putting in place systems and processes to provide clear career paths and ongoing education structures. Simon Hoyle reports.
May 19, 2016
CFS launches investment option designed for Millennials
Colonial First State’s FirstChoice platform celebrated its 14th birthday this week by launching a new Lifestage employer super investment option designed for Millennials. This FirstChoice Lifestage 2000-2004 option is designed for people born in the 21st Century, with investment settings currently biased toward growth assets (90 per cent) rather than defensive assets (10 per cent).
May 18, 2016
Budget puts paid to tax friendly super strategies for the wealthy
“The 2016 Federal Budget made it clear that the Government’s changes, if passed into legislation, will force wealthier investors to consider alternative investments to complement their super when it comes to structuring their finances and planning for retirement. Making additional contributions to Super may no longer be the best option in many cases.” These are
May 18, 2016
