Lonsec gives highest rating to IOOF WealthBuilder investment bonds
Independent ratings house Lonsec Research has rated five of IOOF WealthBuilder’s investment options ‘Highly Recommended’ and ‘Highly Recommended (Index)’, the highest possible rating. This ‘Highly Recommended’ rating indicates that Lonsec has very strong conviction that investment bonds, and more particularly IOOF WealthBuilder can generate risk adjusted returns in line with relevant objectives.The ‘Highly Recommended’ rating
March 17, 2016
Homesafe welcomes ‘Unlocking Housing Wealth’ green paper & focus on funding ageing population
Homesafe Solutions MD and founder Mr Peter Szabo welcomes the Actuaries Institute recently released green paper ‘Unlocking Housing Wealth’ and the attention it has generated on the issue of funding Australia’s ageing population and their retirement living concerns. In 2005 Peter Szabo in partnership with Bendigo Bank sought to provide an alternative for senior homeowners
March 16, 2016
CFS enhancements provide adviser ease and convenience
Colonial First State (CFS) has announced more enhancements to its platforms to help advisers spend less time on back-office work and more time in front of their clients. CFS General Manager Product & Investments, Peter Chun, said the improvements responded directly to adviser feedback: “We spend a lot of time listening to what advisers need
March 16, 2016
Stockspot set to revolutionise the investment landscape with new technology
Fintech company Stockspot is set to revolutionise the Australian investment landscape, by becoming the world’s first automated investment service to offer clients the option to personalise their portfolio with investment themes. Stockspot Themes is a new offering that lets qualifying investors steer the direction of their portfolio, by choosing from 14 different investment themes, including
March 16, 2016
JP Morgan Asset Management joins mFunds with eight products
J.P. Morgan Asset Management announced today that they have launched eight products on the mFund Settlement Service. Following the rapid expansion of the business over the last twelve months and increasing interest from clients for a globally diverse range of products, the organisation felt that now was the time to broaden access to their products.
March 16, 2016
Can I ask you a question that is of an ethical nature?
The area of ethics is always grey, so it can help to discuss a dilemma with an experienced practitioner. Rhett Das writes.
March 16, 2016
Negative interest rates in theory and practice
Investor response to negative rates has been unpredictable; but most worryingly, have the central banks run out of ideas? Tom Stevenson writes.
March 16, 2016
Zenith assigns ‘highly recommended’ rating to Legg Mason Brandywine Global Opportunistic Fixed Income
Zenith has again awarded a Highly Recommended rating to the Legg Mason Brandywine Global Opportunistic Fixed Income Trust. The Legg Mason Brandywine fund report, dated 3 March 2016, stated “Zenith’s conviction is predicated on the extensive experience of the portfolio management team, unique investment philosophy, and successful long-term track record”. Legg Mason Australia head of
March 15, 2016
Plato Global Shares Income Fund rated highly by SQM
The Plato Global Shares Income Fund (“the Fund”) has been given a “Superior” “High investment grade rating” of 4 ¼ stars from independent research company SQM. SQM noted the rating reflects the “highly qualified and deeply experienced portfolio management team” and the “specific dividend capture strategy that is relatively unique to the equity-income category.” In
March 15, 2016
Supporting graduates to bridge the talent gap
Becoming a profession that young people aspire to join will depend in part on providing the mechanics of a training trajectory.
March 14, 2016
Opportunity in global managed accounts
GMAs have long been available to clients in Australia. Only now are their benefits becoming widely understood. Alex Haynes writes.
March 14, 2016
BigFuture releases Version 2 – A big step up in Fintech
BigFuture launches Version 2 of its wealth management product on March 14. Version 2 is a material step up from BigFuture’s current product by integrating automatic direct data feeds from banks, superannuation funds, share brokers and managed funds. BigFuture allows people to see all their wealth in one place, improve financial literacy and experiment with
March 13, 2016
