OneVue gathers momentum in RE sector with launch of seven new funds
Following the launch of global fund manager brands such as ChinaAMC and Neuberger Berman ARMS into Australia, OneVue group has announced a significant increase in the number of investment managers using its responsible entity (RE) services. “Momentum has been strong for us in the RE space in 2015. OneVue RE Services has launched or transitioned
November 23, 2015
Man Diversified Alternatives fund ranked number one in Zenith sector review
Zenith Investment partners (Zenith) has reaffirmed its ‘recommended’ rating for the Man Diversified Alternatives fund (the “Fund”), with the Fund ranking highest among its peer group in Zenith’s 2015 Multi Strategy and Fund of Hedge Funds Sector Report. Man Group is one of the world’s largest alternative investment providers, managing over $US75 billion. The Man
November 23, 2015
Link Group launches new super fund mobile phone app
Leading superannuation technology solutions provider Link Group today launched a smart phone superannuation fund app, enabling members to manage all aspects of their superannuation account on their mobile phone. The mobile app offers fund members full access to their superannuation account, in real time. With the app, members are able to view and transact on
November 23, 2015
Aussie financial planners considering Chinese opportunities should think again
Treasurer Scott Morrison’s recent comments aside, Australian financial planners would do better focusing on the huge non-advised domestic population than the untapped Chinese advice market. The federal Treasurer emphasised China’s high demand for a wide range of goods and services, including financial services, and his belief Australia is ideally positioned to capitalise on this. “There
November 20, 2015
WorkCover lump-sum insurance payments and financial advice
Before an injured worker can receive a lump-sum payment via a workers compensation scheme there is a requirement in some states that they receive financial advice from a financial adviser. On the one hand, this means opportunities for financial advisers who can align themselves with legal firms who act in this space. On the other,
November 20, 2015
Where to next for model portfolio construction?
Many aspects of financial markets have changed since the global financial crisis. There has also been a significant amount of regulatory change as it relates to the wealth industry. For many professionals in the industry, a focus on putting the client’s best interests ahead of their own is not a new phenomenon, but one that
November 20, 2015
Rantall a ‘tireless worker’ for the profession and its members
The chair of the Financial Planning Association, Neil Kendall, has paid tribute to the tireless efforts of departing chief executive Mark Rantall in shaping the future of the financial planning profession in Australia. Kendall announced Rantall’s departure yesterday at the FPA Professionals Congress in Brisbane. Rantall was awarded life membership of the FPA, and Kendall
November 19, 2015
Wanted: greater numbers of dedicated financial planning professionals
All eyes have been on the issue of financial planning as a profession this week, with the Financial Planning Association (FPA) holding its Professionals Congress, this time in Brisbane, and the Financial Planning Standards board (FPSB) releasing results of global research into consumer attitudes to financial planning. In a neat piece of symmetry, one of
November 19, 2015
India’s promising economy a beacon of opportunity
The recent visits to the United Kingdom by China’s Xi Jinping and India’s Narendra Modi reveal a lot about how diplomats view the world’s biggest emerging markets. The pecking order is clear to see. The Chinese president enjoyed a state banquet and overnight stay at the palace, while India’s prime minister had to slum it
November 19, 2015
Financial Planning Association chief executive steps down
The chief executive officer of the Financial Planning Association, Mark Rantall, has announced he will step down from the association he has led since 2010. He will be succeeded by the FPA’s current general manager of policy and professionalism, Dante De Gori. Rantall’s tenure will end on March 1 next year. At the FPA Professionals Congress
November 19, 2015
2015 FPA Professionals Congress – Daily News
Click on a thumbnail below to see the full PDF version of the 2015 FPA Professionals Congress Daily News, published by the FPA’s major media partner, Professional Planner.
November 19, 2015
The price of climate change: global warming’s impact on portfolios
Climate change is gaining traction as a global policy initiative, a key risk factor and an emerging investment theme, according to the BlackRock Investment Institute (BII) Australian strategist, Steve Miller. In the lead up to next month’s UN Conference on Climate Change in Paris, the BII looks at the likely impact of climate change on
November 18, 2015
