OwnersAdvisory by Macquarie to provide custom investment advice online
OwnersAdvisory by Macquarie, a new model for the wealth management industry, was today launched to provide custom online portfolio advice to investors. OwnersAdvisory by Macquarie was developed for the more than 80 per cent of adult Australians who do not currently receive advice to guide their finances and investments (note 1), and the growing number
February 18, 2016
New alliance supports education of advisers in Australia and New Zealand
Capital Preferences, a leading global financial technology company founded in the United States, has entered into the Australian market and formed a strategic partnership with PortfolioConstruction Forum, naming it the official accreditation provider for a new training program. Called Quantitative Advice Methods, the program is aimed at financial advisers serving the New Zealand and Australian
February 18, 2016
Bonds still have a role in diversified portfolios, says AB
Despite bond yields at historical lows and interest rates rising in the US, bonds still have a role to play in diversified portfolios as a way of mitigating the shocks from volatile equity markets, global asset manager AllianceBernstein (AB) said today. “The notion that bonds can still have an important role to play in portfolios
February 17, 2016
Unhappy advisers should get a red-carpet farewell
Licensees should expedite exits for unhappy advisers, but ideally they should recruit for long and fruitful relationships. Todd Kardash writes.
February 17, 2016
Science and psychotherapy provide good relationship advice
Other fields of practice and research into advice-giving can provide useful transferable ideas for relating to clients – “feedback loops”, for instance.
February 17, 2016
Up in the air: Brian Pert shows why finding a niche is gold
Specialising in a niche area, even among quite a small pool of clients, can lead to growth in your business if you are keenly focused on clients’ idiosyncrasies.
February 17, 2016
Accurium partners with University of Adelaide to launch Australia’s first SMSF retirement course
The University of Adelaide has partnered with SMSF retirement specialist, Accurium to launch Australia’s first SMSF retirement-specific course for SMSF practitioners. The course ‘SMSF Retirement Essentials’ has been developed by Accurium in collaboration with the University of Adelaide and will be part of the University’s International Centre for Financial Services (ICFS) program offerings. ICFS Director,
February 17, 2016
Turbulent year on financial markets halts growth of Australian HNW investor numbers
Investment Trends has recently released its flagship 2015 High Net Worth Investor Report, the largest annual study of Australia’s wealthiest investors, drawing on responses from 2,998 Australian millionaires, who collectively hold $11.5bn in investable assets. Some key highlights of the report: Turbulent year on financial markets halts growth of Australian HNW investor numbers HNWs are
February 15, 2016
Departing FPA chief urges vigilance by all planners
Fledgling profession is "very, very fragile" and must be protect and grown by all participants, lest it be lost.
February 14, 2016
2016: The year financial planners take super funds head on
Research finds financial planners and super funds are converging on a "middle ground" in provision of post-retirement advice.
February 14, 2016
Interview: Client loyalty is a natural outcome of true service
An early understanding of the power of deferred spending and long-term savings spurred Leanne Bull on to 30 years as a financial planner.
February 14, 2016
Aberdeen Australian small Companies Fund “highly recommended” by Lonsec
After a recent review, the Aberdeen Australian Small Companies Fund has been upgraded to “Highly Recommended” by Lonsec. This follows the “Highly Recommended” rating by Lonsec of the Aberdeen Ex-20 Australian Equities Fund in November 2015. Both Funds are managed by Aberdeen’s Australian Equities team and follow the same fundamental approach. In its report, Lonsec
February 12, 2016
