2016 Post Retirement Conference – Day 2 photo gallery
All the colour and movement from Day 2 of the Conexus Financial Post Retirement Conference, held in Sydney on March 10.
March 13, 2016
Decimal Software robo-adviser reaches $3 billion funds under advice
Decimal Software Limited (“Decimal” or the “Company”) is pleased to announce its enterprise robo-advice platform has surpassed $3 billion in Funds Under Advice (FUA) since going live with several foundation clients in mid 2015. The results provide the first insights into how enterprise robo advice benefits Australian banks, superannuation and financial services companies. “The development
March 11, 2016
Ignition Wealth announces first Victorian financial services client
Hawthorn Accounting and Financial Services Practice Stantins Consultancy today announced that they have partnered with Ignition Wealth to offer their clients the very latest in automated advice. The consumer first, high tech, low cost model ensures that Stantins Consultancy clients receive excellence in service at extremely competitive rates. “We are excited about leading the fintech
March 11, 2016
PIMCO wins Morningstar Fixed Interest Fund Manager of the Year Award for the second consecutive year
PIMCO is the winner of the Australian Morningstar Fixed Interest Fund Manager of the Year Award for the second consecutive year as it continues to demonstrate “exemplary resilience” in challenging market conditions and remains an “outstanding choice for fixed income investing.” Morningstar Australia said: “PIMCO remains an outstanding choice for fixed income investing, continuing to
March 11, 2016
Got it covered: how advisers can manage PI premiums
Advisers offering a managed discretionary account service need a few tips on securing PI cover. David Heather and Andrew Laurie share theirs.
March 11, 2016
Just quietly, timing the market may be needed now
The predicted “fat and flat” market calls for investors to choose whether to stick to or abandon accepted strategies. Tom Stevenson writes.
March 11, 2016
Another strong year for small cap funds – but are the days of double digit excess returns behind us?
2015 was another strong year for Small cap funds according to Zenith Investment Partners Australian Shares Small Companies Sector Review released last week. Quan Nguyen, Zenith‟s lead analyst on the Australian Small Cap sector said „over the last 12 months, the active small cap funds on Zenith‟s Approved Product List outperformed the S&P/ASX Small Ordinaries
March 10, 2016
Behind Infocus’ measured entry into the direct-to-consumer market
Three years and three US trips later, Infocus has signed up to enable consumers to invest directly but will still offer adviser back-up.
March 09, 2016
Target market for robo-advisers to grow with net usage
Most internet users are already doing their banking online so using robo-advice is just the next logical step. Paul Resnik writes.
March 09, 2016
Conexus Financial Superannuation Awards – full coverage
The winners of the 2016 Conexus Financial Superannuation Awards were announced in a ceremony at Palladium at Crown, Melbourne.
March 08, 2016
Investment Trends’ 2015 Margin Lending Planner Report
In its eleventh year, the 2015 Margin Lending Planner Report is an in-depth study of financial planners’ usage of and attitudes towards margin lending. The study is based on a survey of 417 financial planners concluded in November 2015. Key findings of the Investment Trends 2015 Margin Lending Planner Report: Client interest in margin lending
March 08, 2016
