The ‘accidental tourist’ building financial bridges
In a foray away from the coalface of financial planning, Tim Wedd missed the clients and the buzz from making a real difference in their lives. Jo Leggatt reports.
May 02, 2016
Gravity and oil – your most important return drivers
Not wanting to scaremonger, Roger Montgomery says now is a suitable time to question accepted wisdom and examine scenarios that might shake investors out of their slumber.
May 02, 2016
To know your customer is to serve your customer and your business
A wise strategy in a slow economy is to profile your ideal client and align your marketing and advice offering to this person. You will reap the benefits as market conditions improve. Steve Salvia writes.
May 02, 2016
Zurich announces launch of new SmartValue discount
Zurich Financial Services Australia (Zurich) has launched a new discount, Zurich SmartValue, designed to offer extra value to clients protecting themselves and their loved ones. Available from 2 May 2016, the SmartValue discount offers eligible policyholders a five per cent discount on both their death and income protection covers when both are taken with Zurich.
May 02, 2016
Fast-growing Future Super chooses OneVue as its superannuation administration partner
OneVue Super Services continues to grow, winning as a new client the ethical super fund Future Super, headed by Simon Sheikh. After extensive due diligence, the transition of Future Super’s 4,500 members and $145 million in funds under management went live today. OneVue Super Services will provide a range of member administration services to Future
April 29, 2016
Free-kick for cowboys a kick in the teeth for consumers
Angry … cynical … gobsmacked. All too tame, really, to describe the reaction of those who have welcomed and waited for professional standards reform and now have to wait years longer.
April 29, 2016
Fund style drift can impact risk exposure
Investors need to be aware of the effects of “style drift” of funds they hold in their portfolios, warns Don Williams, chief investment manager at Platypus Asset Management. “Style drift” is the divergence of a fund from its stated investment style. It can have an unrecognised but very real impact on risk exposure for investors.
April 28, 2016
AMP Capital forms alliance with BetaShares to launch exchange traded managed funds
AMP Capital and BetaShares have formed an alliance to launch a range of exchange traded managed funds expected to have wide appeal particularly among self-managed super fund (SMSF) trustees and self-directed investors. AMP Capital and BetaShares will launch the first three exchange traded managed funds under their alliance on the Australian Securities Exchange (ASX) in
April 28, 2016
Kerr Neilson educating planners to fill the nation’s knowledge gap
Industry participants serious about the need for a well-educated profession are funding a scholarship program for students majoring in financial planning. Ben Power reports.
April 28, 2016
“Jaws on a spaceship”: Building a value proposition in four easy steps
Your business needs a pithy pitch that resonates with clients and sets you apart, or you will be sidelined. Anthony O’Brien writes.
April 28, 2016
You can’t just FANG it when investing clients’ funds overseas
Overseas investing should be an integral part of client portfolios, but there are some pitfalls to be aware of. Nathan Bell writes.
April 28, 2016
US equities set for the second-longest bull run of all time this week
This week, on Thursday actually, the US equities market will record its 86 months (and counting) bull rull. The current bull era that started in March 2009 is set to surpass the postwar rally of 1949 to 1956, says George Lucas, Managing Director Instreet Investment. “The only rally it will trail is the decade-long boom
April 27, 2016
