What can be learned from 17,000 company meetings
A distillation of the views of almost 200 analysts builds a compelling bottom-up picture of the investment outlook. Tom Stevenson writes.
March 30, 2016
Padua releases online advice request system; announces release of financial advice software
Financial advice technology firm, Padua Financial Group, has launched Roma Online, a new online advice request system for dealer group financial planning practices and independent financial advisers. Roma Online has been designed in response to the financial planning industry’s continuing focus on raising professional standards, improving compliance measures and ensuring all clients receive high quality
March 29, 2016
Stackpool’s advice is to avoid an unhappy Kodak moment
Jim Stackpool’s company has rebranded and is even seeking accreditation of their advice approach as part of weathering the disruptive storm.
March 29, 2016
How to embrace change and survive digital disruption
With the imminent threat of digital disruption, advice businesses can’t wait for regulatory reform to drive change and innovation. Todd Kardash writes.
March 29, 2016
Professions aren’t – and shouldn’t be – immune from disruption
Even if professions create barriers to entry that may appear to be anti-competitive, they are still prone to disruption and innovation.
March 29, 2016
What have workers’ rights in Qatar got to do with financial planning?
An outside perspective often serves as a reminder for one's own motivations and responsibilities. This one came from the 2022 World Cup.
March 23, 2016
Zurich’s Concentrated Global Growth Fund added to netwealth platform
Zurich Financial Services Australia (Zurich) today announced that its new Concentrated Global Growth Fund has been added to the Netwealth platform, following its launch in December last year. Managed by Zurich’s strategic Investment partner American Century Investments, the fund provides investors a higher alpha alternative for global equity allocations. Zurich Investments National Sales Manager, Ms.
March 23, 2016
PIMCO strategies get upgrades from Zenith to “Highly Recommended”
Zenith Investment Partners has upgraded the PIMCO Global Bond Fund, PIMCO Global Credit Fund and PIMCO Diversified Fixed Interest Fund, from “Recommended” to “Highly Recommended,” the highest possible rating. Four funds were awarded Zenith’s premier rating of “Highly Recommend’ with PIMCO the beneficiary of three of these, and follows the two upgrades PIMCO received in
March 23, 2016
When it comes to income, the goal posts have changed
Financial advisors are engaged in a battle on behalf of their clients. It is a battle to generate enough income for a comfortable retirement. That might seem strange given cost of living increases have been subdued over the last decade however, the collapse in the interest available on bank accounts or other “safe” investments, combined
March 23, 2016
Bendigo BIDs farewell to legacy share trading platform
Bendigo Bank’s new online share trading solution, Bendigo Invest Direct (BID) launched this week, with more than 10,000 customers transitioning to the platform. After an extensive review, the bank sought a partner who could deliver a greater level of customer connectedness, finally choosing to join forces with the multi-award winning CMC Markets Stockbroking. BID project
March 23, 2016
Why financial planners should be alive to advice on philanthropy
A report released last month paints a picture of a financial planning profession lagging behind growing demand from clients for advice on philanthropy.
March 23, 2016
Taking the initiative: Behind Barry Lambert’s $33 million donation
The founder of Count Financial has always based his actions on the belief that service to humanity is the best work.
March 23, 2016
