Goals-based advice a winner for clients, advisers and licensees
IOOF research confirms clients value a goals-based advice model, which is a simpler, more cost-effective process. Simon Hoyle writes.
April 18, 2016
Cutting off the finger of blame and sharing responsibility
The key to fruitful advice relationships is that both parties understand their role and accept responsibility. Peter Malekas writes.
April 18, 2016
Better options often overlooked by retirees that downsize in haste says Homesafe MD Peter Szabo
Since the release of Australian Government Productivity Commission Research Paper ‘Housing Decisions for Older Australians’ in December 2015 and the more recent Actuaries Institute green paper, ‘Unlocking Housing Wealth’ the spotlight is well and truly on the issue of funding the nation‟s ageing population now and in the future said Homesafe Solutions MD and Founder
April 17, 2016
JBWere announces strategic alliance with Moelis Australia
JBWere announced today it has entered into a new strategic research and distribution alliance with investment bank, Moelis Australia. The non- exclusive arrangement will allow JBWere’s Australian clients to access a broader range of equity deals and Initial Public Offerings. Additionally, JBWere clients will benefit from access to Moelis’ specialist investment research, covering over 60
April 15, 2016
Why ESG investing is gaining traction with investors
Michael Allison, Equity Portfolio Manager at Eaton Vance says that the desire to impact positive social change has resulted in investment inflows to the ESG category. He writes: Socially responsible investing (SRI) has come a long way in the past few decades. Initially, SRIs were largely used as a means to avoid controversial sectors, such
April 15, 2016
Know where you can and can’t compete with robo-advisers
Your value proposition should recognise it’s not just the lowest-value activities - including investment - being taken over by robots. Simon Hoyle writes.
April 15, 2016
SoAs in 30 minutes
Non-institutionally owned financial planning and accounting dealer group, GPS Wealth has launched an automated Statement of Advice (SoA) tool, designed to slash the time it takes accountants to produce a range of advice documents by around 80 per cent. The program, which is exclusively available to GPS Wealth’s limited authorised representatives, produces clear, concise and
April 14, 2016
AMP advisers assist thousands with pro-bono advice
Cancer can ravage personal finances as cruelly as it ravages an individual’s health. Ben Power reports on a free service providing relief.
April 14, 2016
Through the smokescreen around separately managed accounts
Managed accounts are heralded as an integrated management solution, but do all providers deliver on investment management? David Heather writes.
April 14, 2016
Why real collaboration needs a little conflict
Leaders ought to fear group-think and the environment devoid of insight and creativity that it engenders. Graham Winter writes.
April 14, 2016
New white paper: taking care of exiting a business
Specialists who assist business owners dealing with a liquidity event need to be trusted with directing the process. Simon Hoyle writes.
April 13, 2016
