Ready for take-off: should we be keeping an eye on Qantas?
CoreData’s digital intimacy research reveals where Australians are prepared to place their trust.
February 07, 2016
It’s no longer “one style of portfolio fits all”
The range of objectives in model portfolio construction has broadened beyond consideration of clients’ level of risk.
February 07, 2016
To retirement and beyond: negotiating super
With contributions scheduled to rise, the government intends to optimise super. They aim to “protect the disengaged”, but many will want help.
February 05, 2016
‘Safe’ withdrawal rate in retirement challenged by new research
Morningstar analysis encourages financial planners to rethink "safe" withdrawal rates for clients in retirement.
February 05, 2016
Ideology shouldn’t drive advice when choosing a super fund
Dislike of a particular sort of fund can’t be put ahead of the client’s best interests.
February 05, 2016
AdviserLogic announces AdviserLogic 2.0 launch
Leading technology provider AdviserLogic has announced the launch of AdviserLogic 2.0, unveiling a host of user interface enhancements to be implemented over coming months. AdviserLogic Head of Product Development Daniel Gara said the enhancements include a complete redesign of the Adviser Home and a revamped Client Home. “We are always conscious of changing adviser needs
February 04, 2016
Still opportunities in difficult market conditions
Mixed economic messages are causing confusion for investors but some of the risks for the year ahead have been overstated, according to Australian Unity Investments’ joint venture asset managers. Chad Padowitz, chief investment officer at international equities manager Wingate Asset Management, said while there is a lot of focus on the ailing commodity markets, there
February 04, 2016
Lonsec upgrades QUAL ETF to ‘recommended’
Van Eck Australia announced today that Lonsec has upgraded its Market Vectors MSCI World ex Australia Quality ETF to “Recommended”. Arian Neiron, Managing Director, Van Eck Australia said, “The Market Vectors MSCI World ex Australia Quality ETF (ASX code: QUAL) was the first strategic beta international equity ETF on ASX and it has generated a
February 04, 2016
Goal-focused investing app launched by graduates in three months
Obtaining investment advice is a laborious endeavour in Australia – compliance burdens and clunky software makes the advice process inefficient and expensive at around $2,500 for an investment strategy. As a result, fintech (financial technology) has been in the spotlight over the past 18 months. Firms such as NAB, AMP, Yellow Brick Road & a
February 03, 2016
HUB24 the standout for a better online experience: Investment Trends
HUB24 has been awarded Best Navigation & User Interface, and Best Tablet/Smartphone Access in the Investment Trends December 2015 Platform Report. HUB24 was also commended for its adviser support services and notable functionality in several areas, including electronic asset transfers and CGT impact modelling. HUB24 maintained its third place in the 2015 Investment Trends report,
February 03, 2016
CBA needs co-operation to fully compensate clients
The Open Advice Review has facilitated compensation of clients injured by advice; yet one obstacle remains to many receiving their due.
February 02, 2016
Why there’s too much at stake to get education reforms wrong
New-found consumer confidence inspired by increased standards will be dampened if there are not enough advisers left to go around.
February 02, 2016
