Emerald Wrap announces partnership with Impact 20/80 to promote socially responsible impact investments
Instreet Investment announced today it has entered a strategic partnership with Impact 20/80 to develop and promote the Emerald Club and its flagship product, The Emerald Wrap, an ethical platform for responsible investing. Instreet managing director George Lucas says: “We identified a need for increased skills and leadership to improve the Emerald Wrap. “The partnership
May 10, 2016
Award-winning small-cap fund closing to protect future performance
Australian equities manager, Hyperion Asset Management (Hyperion), today announced that it will hard close its small-cap fund, the Hyperion Small Growth Companies Fund (the Fund) to new investment, effective 31 May 2016. As of 1 June 2016, distributions from the Fund will be paid out in cash, reinvestment of distributions will no longer be possible
May 09, 2016
Australian investors reluctant to use technology: Legg Mason Global Survey
When it comes to investing, Australians are the least willing to embrace new technology, according to the Legg Mason 2016 Global Investment Survey. Legg Mason surveyed 4,103 high net worth investors aged from 40 to 75 (“investors”) and 1,267 high net worth investors aged 18 to 39 (“millennials”) about their investment goals across 19 global
May 09, 2016
InvestmentLink developing real-time wealth management compliance product
nvestmentLink, Australia’s largest independent financial data source, today said it is developing a real-time compliance product that will give financial advisers and dealer groups immediate and ongoing compliance reporting. The product, Halcyon, will draw on InvestmentLink’s unique data platform and external data sources to provide advisers with a tool to manage potential issues as they
May 09, 2016
FEATURE: ANZ puts a ring on it with financial planners
Simon Hoyle reports on why financial planning is so important to ANZ and how the big bank says it is committed to bringing it closer to its core business.
May 08, 2016
Kick-start your marketing without breaking the budget
So many marketing channels, so little time. Anthony O’Brien explains the best marketing options for planners to use that are also affordable and practical.
May 08, 2016
Could you pick a successful active manager in a line-up?
If you feel like an underachiever, just compare yourself to two out of three active managers. Dixon Bainbridge has done just that, and feels much better for it.
May 08, 2016
Why Investors Yield to Australia’s Bond Market
While the Reserve Bank of Australia (RBA) cut official interest rates to an all-time low at its May meeting and yields remain at depressed levels, at least by Australian standards, Franklin Templeton Investments says that Australian yields are comparatively generous, and Australia’s 10 year yield is among the highest in the developed world. Andrew Canobi,
May 06, 2016
Market first: Zurich launches mobile optimised adviser portal
Zurich Financial Services Australia (Zurich) has launched a new adviser portal – ZLife – designed to give advisers new levels of visibility and efficiency when managing their Zurich customer portfolio. Offering unparalleled functionality and a user experience shaped by beta testing with risk advisers, ZLife is the first mobile optimised portal of its type in
May 06, 2016
For financial planners, good news is no news
Good practitioners rarely feature, but the media is doing the job that the financial planning profession should really be doing for itself in calling out bad behaviour. Simon Hoyle writes.
May 06, 2016
TAL delivers revitalised online platform for all group partners – big and small
TAL has launched a revitalised and industry leading online service platform, that transforms the way superfund and corporate group members engage with their life insurance. General Manager Group Insurance Jenny Oliver said TAL was committed to delivering an exceptional digital experience to all their partners. “Our vision is for all of our partners to have
May 05, 2016
Coalition joins the Labor party on the dark side
The government has broken a long tradition of avoiding retrospective superannuation rule changes. Max Newnham reveals what that means for advisers.
May 05, 2016
