FinaMetrica Wins Best Risk Profiling Solution Award
FinaMetrica has been crowned ‘Best Risk Profiling Solution’ at the 3rd WealthBriefing Swiss Awards. The glittering awards dinner was held at the Hotel President Wilson, Geneva. Judges were impressed by a clear submission from FinaMetrica that showed a pragmatic and innovative approach and a superb database and analytical function. FinaMetrica co-founder and director Paul Resnik
February 23, 2016
Australian investors need to prepare their portfolios for a rising interest rate environment
Franklin Templeton Investments says that while they do not necessarily expect a significant sell-off in Australian bonds, investors risk being caught off guard if overly pessimistic signals implied by low bond yields prove overdone. Preparing now for a change in the direction of rates is prudent for investors, rather than being forced to react later.
February 22, 2016
AMP updates platform offer
AMP has enhanced its wrap offer for customers with the launch of MyNorth, and a range of enhancements to its existing platform, which includes the market leading North. Launched today, MyNorth is a wrap solution catering to a broad range of investment needs, offering new and flexible investment menus and a sophisticated user experience. AMP
February 22, 2016
CFA Institute survey: Investors want transparency, ethics, performance
• Since 2013, retail investor trust has increased in financial services in Australia, the US and the UK; fallen in Canada and Hong Kong • Investment costs were even more important than performance to investors globally; and firms were not meeting expectations in this area • Institutional investors ranked ethical standards above all else in
February 22, 2016
Research aims to identify the best financial planning licensees
How well does your licensee support your business and the advice you give to clients? Now is your chance to say, and to find out if other advisers are faring better.
February 22, 2016
Making decisions about the family home on entering aged care
Moving to aged care requires a decision on what is often a person’s largest asset. Mark Teale does the numbers to assist an informed choice.
February 22, 2016
An ethical business founded on “do as you would be done by”
His own experience as a client led one financial planner to develop a strong leaning toward transparency and providing fee-for-service advice.
February 22, 2016
2016 SMSF Association National Conference Daily News
Professional Planner is a media partner to the SMSF industry's major annual event, and publisher of the conference Daily News.
February 21, 2016
Gold shines amidst global volatility
Amidst global share market volatility and uncertainty, investors are turning to gold to diversify their portfolios, according to BetaShares, a leading exchange traded fund manager. Gold has re-emerged as an in-demand commodity, significantly increasing in value in the past few months. According to BetaShares Managing Director, Alex Vynokur, gold’s recent growth trajectory is driven by
February 19, 2016
Separating product from advice is the basis of earning trust
In an exclusive extract from a new white paper, Ray Miles outlines five strategies for making sure that advice is not predicated on product sales.
February 19, 2016
Advisers under high pressure from high net worth investors
Investors who control their own sizeable assets are largely unconvinced that an adviser’s expertise adds value beside their own experience.
February 19, 2016
The good news or the bad news, and does it make any difference?
Whether interest-rate hikes are good or bad for wealth can be a matter of perspective. Tom Stevenson looks at some hard evidence in the debate.
February 19, 2016
