Charter Hall chooses OneVue to deliver unit registry solution
Leading Australian property investment and funds management group Charter Hall has chosen OneVue Fund Services to deliver its unit registry service to its key institutional property funds. Fast-growing OneVue, which now offers Australia’s largest outsourced unit registry business for managed funds, has created a branded solution for two of Charter Hall’s institutional property funds –
May 12, 2016
Finalists announced in 2016 Licensee of the Year
Awards for Professional Planner/CoreData Licensee of the Year get more oomph with three new licensee categories. Simon Hoyle reports on the finalists’ announcement and who could win big.
May 12, 2016
Accountants must automate advice or face potential annihilation
Ben Power talks to Greg Holman of GPS Wealth about why advisers and accountants must embrace automation processes if they are to remain profitable in the digital age.
May 12, 2016
What to do when clients can’t remember what they had for breakfast
A new report on the impact of ageing on financial decisions from SSGA and tactics to protect clients from their ageing brains. Dan Purves reports.
May 12, 2016
Class signs wealth accounting group, Findex
Class (ASX: CL1) and Findex have signed the largest single contract for cloud-based SMSF software services. The groundbreaking deal is expected to see over 8,000 SMSFs loaded onto Class over the next couple of years. After an extensive evaluation of available solutions, Findex identified Class Super as the cloud solution best positioned to meet the
May 11, 2016
Dover halves the time to write a risk insurance SOA
Dover Financial Advisers has cut the time required to prepare a risk insurance SOA by at least 50%. Dover’s new SOA-generation tool, nicknamed ‘RODO’ (Robotic Dover), allows risk-only statements of advice to be prepared in just a few minutes. It has recently been rolled out across Dover’s network of over 290 advisers and the feedback
May 11, 2016
Gender and financial education a guiding force in investment choices
The spending habits and investment choices of men and women are poles apart, with lessons to be learnt from both sides of the gender equation. The impact of gender on investment choices is illustrated when men and women are asked how they would spend $100k if they won lotto or inherited a windfall according to
May 11, 2016
PIMCO launches income fund in Australia
PIMCO, a leading global investment management firm, has launched the PIMCO Income Fund in Australia. The actively-managed fixed interest fund aims to deliver a competitive and consistent level of monthly income distributions without compromising total return. Modest long term capital appreciation is a critical secondary objective. The fund is managed by Dan Ivascyn, Managing Director
May 11, 2016
He’s seen financial planning from both sides now
Jo Leggatt talks to the founder of fixed-fee firm Smythe Financial Management about what it takes to be a truly independent financial advice firm, and how he got there.
May 11, 2016
Advisers can bridge the generation gap with affordable, targeted services
Advisers who are prepared to listen and get creative can reach Gen X and Gen Y and in doing so, grow their revenue and protect the value of their business in the face of an ageing population. Mark Woolnough writes.
May 11, 2016
US election between The Trumpinator and Thrillary
What does the “grubby scrap” between Donald Trump and Hillary Clinton for the US Presidency mean for investors and markets? Tom Stevenson reports.
May 11, 2016
Praemium launches managed accounts solution for Futuro
Praemium is pleased to announce the launch of a new managed accounts solution for the Futuro dealer group. Powered by Praemium’s leading SMA technology and available through Futuro subsidiary Sterling Managed Investments, this offering will enable Futuro advisers and their clients access to diversified portfolios managed by specialist investment managers. Futuro Managing Director Paul Kelly
May 10, 2016
