Understanding the new meaning of LIF
Big changes are looming, and Rhett Das says now is a good time to consult and prepare for changes you need to make to your business model.
February 26, 2016
Sentry Group about to move in on the east coast
With growth stalled by competition, businesses may welcome the chance to sell or merge with a larger, better-resourced and non-aligned group.
February 26, 2016
Sentry Group confirms new Compass private label partnerships with Netwealth and OneVue
Sentry Group has further consolidated its strategic position as a leading national non-aligned financial planning licensee and services group by entering into a partnership with OneVue to provide a new platform offering to its network of professional advisers. OneVue is an independent wholesale platform and managed account provider who has a track record in developing
February 25, 2016
ING DIRECT Living Super expands investment menu
ING DIRECT Living Super has significantly expanded the numbers of shares available on its investment menu, extending the share trading platform to include securities within the S&P/ASX 300 index and adding 26 additional funds to the ETF menu. The expansion of the share trading menu is a direct result of increased demand by clients and
February 25, 2016
SMAs on Macquarie Wrap hit $300 million
Macquarie today announced its separately managed accounts (SMA) on Macquarie Wrap investment offering has reached $300 million in funds under administration. This comes two months after Macquarie surpassed the $200 million SMA funds under administration milestone in December, demonstrating the strength of Macquarie Wrap and interest from investors. Cameron Garrett, Head of Wealth Product for
February 25, 2016
Unconstrained bond funds face their first test
For unconstrained bond funds, 2015 was a year of reckoning, with many failing to meet their benchmarks. Lonsec’s Fixed Interest Sector Review, which tracks the performance of individual fixed interest funds, shows that the unconstrained sector produced disappointing results in 2015, reflecting a broader struggle for returns as volatility and bearish sentiment seized markets in
February 24, 2016
How to beat the blue-chips and build wealth with IPOs
Some of the most impressive equity returns in Australia have been gained from investing in ASX Initial Public Offerings (IPOs) and equity placements rather than established indices or so-called ‘blue-chip’ shares, says Ben Bucknell, chief executive of OnMarket BookBuilds (OMB), an Australian fintech behind OnMarket, an innovative online investment access portal that gives all investors
February 24, 2016
Planners can be well-resourced for big-picture retirement planning
Holistic planning is realistic planning. A tool to aid planners’ awareness of physical, social and psychological pressures has been developed.
February 24, 2016
Boomers go boom! Be forewarned about chasing the wrong yield
Chasing high-yielding shares – and companies with no growth – might be a sure-fire way to do your clients’ dough. Roger Montgomery explains why.
February 24, 2016
Get objectives clear to underpin superannuation tax policy
Enshrining the objectives of compulsory super in legislation has broad and bipartisan support, and transparency would rebuild trust.
February 24, 2016
BT Smaller Companies fund rated Gold, 10 other funds Silver
Morningstar today released its Sector Wrap-Up for Australian smaller companies funds. This covered 38 strategies and about 80% of assets under management in the sector. Morningstar’s independent investment research is subscriber-paid rather than issuer-funded. Key Findings • Funds that achieve Morningstar Analyst RatingsTM of Gold, Silver, or Bronze are designated Morningstar Medallists. We allocated one
February 23, 2016
Milliman Launches “Retirement Enhancement Trust” into Australian market
Milliman, a global actuarial consulting firm and leading provider of financial risk management services for retirement products, is pleased to announce a new offering for the Australian retirement market. Milliman’s Retirement Enhancement TrustTM is a novel retirement solution that has many advantages over other products currently available to retirees. “We are excited about the Retirement
February 23, 2016
