Energy Super selects Decimal’s Eqilize robo-advice solution
DECIMAL Software today announced that Energy Super, an industry super fund with more than 49,000 members, had selected its Eqilize robo-advice platform. Launched at the end of March, Eqilize is a pre-configured offering which leverages Decimal’s delivery experience to enable clients to deliver robo-advice within a fixed budget and short timeframe. It includes multiple topics,
April 21, 2016
Renowned international managers partner with HUB24
Leading investment and superannuation platform provider HUB24 (ASX: HUB) today announced the launch of more international managed portfolios on its platform, expanding the opportunity for Australian investors to directly access international shares via professionally managed portfolios. The new managed portfolios on HUB24’s platform are provided by highly regarded Australian boutique Arnhem Investment Management (Arnhem) and
April 21, 2016
Working out what trust is worth to generations X and Y
Financial planners should avoid stereotypes to articulate a value proposition to attract Gen X and Gen Y clients. Simon Hoyle explains.
April 21, 2016
Self-managed super funds and backruptcy don’t mix
An undischarged bankrupt is automatically disqualified from being an SMSF trustee, and action must be taken quickly. Max Newnham writes.
April 21, 2016
Nail-biting wait for investors as US earnings season approaches
The imminent announcement of how US earnings compare with gloomy forecasts will give some indication of whether the share market rally is sustainable. Tom Stevenson writes.
April 21, 2016
SyncAdvsr to integrate with Xero
Australia’s leading non-institutionally aligned licensee Synchron has announced its recently launched adviser software SyncAdvsr will soon be integrated with Xero. Synchron director Don Trapnell said the dealer group is in the final stages of talks that will see SyncAdvsr integrate with the accounting software. “A partnership with Xero will provide our advisers with complete confidence
April 20, 2016
Lonsec releases Australian equities sector review
Australian equity fund managers with an income objective have delivered below-market returns in recent years, providing a cautionary tale to investors planning for retirement. Lonsec’s Australian Equities Sector Review, released today, shows that income sector funds covered by Lonsec returned 1.6% after fees in 2015, below the S&P/ASX 200 Accumulation Index return of 2.6%. While
April 20, 2016
Finding a career fit in rural financial planning
It’s funny how life works. A chance invitation to work for his old basketball coach set Ben Lancaster’s career and life paths. Johanna Leggatt reports.
April 20, 2016
Your brand is more than a logo – it’s your reputation
Most businesses, large or small, have a logo. It’s on business cards, email signatures, and even the office front door. Anthony O’Brien discusses branding.
April 20, 2016
The importance of correctly executing SMSF trust deeds
Rules for how a deed should be executed differ between individuals and companies. Knowing the ins and outs can be critical. Bryce Figot writes.
April 20, 2016
AIA Vitality Summit kicks off a national conversation on the role financial services can play in improving the health of Australians
AIA Australia CEO, Mr Damien Mu, launched Australia’s inaugural Vitality Summit last Tuesday setting a challenge to the financial services sector to use its collective resources and relationship with Australians to help make the nation healthier. With non-communicable diseases now responsible for approximately nine out of every 10 deaths in Australia (see note 1), Mr
April 18, 2016
VanEck to launch Global Infrastructure and Equity Income Franked Dividend ETFs
VanEck today announced that it is in the final stages of preparations to launch two new ETFs on ASX: 1. VanEck Vectors FTSE Global Infrastructure (Hedged) ETF (ASX code: IFRA) 2. VanEck Vectors S&P/ASX Franked Dividend ETF (ASX code: FDIV) The VanEck Vectors FTSE Global Infrastructure (Hedged) ETF will be the first Australian ETF to
April 18, 2016
