Perennial urges advisers to focus on active value investing with strong dividend and capital protection focus
On the eve of its national adviser roadshow presentation in Newcastle, NSW, Perennial Value Management (Perennial) says domestic and international economic indicators support a strong case for active value investing and high conviction exposure to a number of underlying investable trends. Over 1000 professional financial advisers at major capital cities have so far heard from
March 21, 2016
Credit specialist launches aged care loan product
As the ageing population rapidly grows in Australia, approximately $3 billion per annum is already required to fund individuals moving into aged care facilities. Such deposit, known as the Refundable Accommodation Deposit (RAD), can commonly exceed $500,000 and the question confronted by many families is: How are we going to fund the deposit? La Trobe
March 21, 2016
FinaMetrica wins award for best risk profiling solution at US Family Wealth Report Awards 2016
FinaMetrica has been crowned ‘Best Risk Profiling Solution’ at the 3rd Family Wealth Report Awards 2016. The independently owned Australian-based business says the award is a much appreciated confirmation that it provides a best-of-breed tool for measuring risk tolerance to better match portfolios to the needs of investors. FinaMetrica won the award for the second
March 21, 2016
SSGA’s “Top 10 Grey Swans” for 2016
Last year SSGA’s Investment Solutions Group published a list of its “Top 10 Black Swans for 2015.” It hedged its predictions by reminding readers that predicting tail risk is, by nature, “a nearly impossible exercise,” yet at least 4 of the 10 predictions came true. This year SSGA pegged its predictions to the Lunar New
March 21, 2016
Financial advice needs better regulatory process and outcomes
Financial advice regulatory policy is highly politicised and lacks a rational process and proper impact assessment. Phil Anderson explains.
March 21, 2016
FPA National Roadshow promises to bring members up to speed
New CEO De Gori will participate in the roadshow that will clarify, update and prepare members with regard to industry changes.
March 21, 2016
Six steps to map out a route to business success
A financial planning business’s marketing initiative needs clear direction, measurable end points and a bit of fine-tuning along the way.
March 21, 2016
Agribusiness Senate Report: FPA supports recommendations, calls for further comprehensive reform
The Financial Planning Association of Australia (FPA) has welcomed the recommendations of the Senate Economics References Committee report into failed agribusiness managed investment schemes (MIS), particularly those around improving consumer protection. Dante De Gori CFP®, CEO of the FPA, said he was pleased that the recommendations reflect the FPA’s submission to the Senate inquiry into
March 18, 2016
Clients should know why they pay what they pay
TWD offers clients an enlightened advice model based on independence and value that nevertheless earns enough to prosper.
March 18, 2016
The dilemma of forming and disclosing associations
If offered a payment to join a licensee that required your business to use a licensee-affiliated platform or products, would you hesitate?
March 18, 2016
Flying high: lessons about financial planning at 30,000 feet
Buy a plane ticket and fast-track your financial planner training. For real. It's enough to put Dixon off his "chicken".
March 18, 2016
Ethical investing at a tipping point, says leading fund manager
The ethical investing sector has come of age, as Australians realise they can make money by doing good, according to Australia’s leading ethical investment and superannuation provider, Australian Ethical. Speaking at a media briefing event in Sydney, Australian Ethical Managing Director Phil Vernon said Australians are increasingly applying their ethical principles to their finances too.
March 17, 2016
