Key findings of the Investment Trends 2015 Planner Technology Report
Financial planners’ freedom of platform choice is at its highest level ever The formula for success has changed, platforms now need to help planners demonstrate value netwealth has the highest satisfaction amongst its users BT Wrap and CFS FirstChoice are the most-used platforms, but third place is hotly contested In its twelfth year, the May
July 21, 2015
MLC’s three new SMA products see $7million uptake
Three separately managed accounts (SMAs) added to the MLC Wrap and Navigator platforms have had a combined intake of more than $7million since their launch in May. The recent JBWere/Investment Trends SMA Report 2015 highlighted the increasing use of SMAs, with one in five financial advisers now using an SMA for a portion of their
July 21, 2015
Assets in the global ETF/ETP industry surpassed assets in global hedge funds at the end of Q2 2015
Assets invested in the global ETF/ETP industry have surpassed the assets invested in the hedge fund industry at the end of Q2 as we had forecasted. According to our analysis there was US$2.971 trillion invested in the 5,823 ETFs/ETPs listed globally at the end of Q2 2015, assets were down slightly from their record high
July 21, 2015
Class further expands partner ecosystem with actuarial certificate specialist Lime Actuarial
Class, the provider of Class Super, Australia’s leading cloud-based solution for administering self-managed superannuation funds (SMSFs), today announced the addition of Lime Actuarial to its partner ecosystem. Actuarial certificates are generally required for SMSFs that pay a pension income stream and have an accumulation interest. The purpose of the certificate is to determine what proportion
July 20, 2015
Lonsec issues ‘Recommended Index’ rating on BetaShares’ Nasdaq 100 ETF
BetaShares, a leading Australian manager of exchange traded funds, has been awarded a ‘Recommended (Index)’ rating from Lonsec for its Nasdaq 100 ETF (ASX code ‘NDQ’). Launched in May, NDQ is the first ETF traded on the ASX to track the Nasdaq-100 Index®, providing investors with exposure to the performance of the 100 largest non-financial
July 20, 2015
Why consistent research governance is critical for licensees and advisers
A breakdown in investment research protocols can spell disaster for Australian Financial Services licensees, as demonstrated by the ongoing investigations into IOOF. Conflicts of interest, including investment manager recommendations that lacked reasonable bases, are among some of the allegations leveled at IOOF, which employed its own research team. While the dealer group may have had
July 19, 2015
When life hands you peppers: why adaptability and resilience are the spices of life
My grasp of history isn’t the tightest, even at the best of times, which is why I so often find myself doomed to relive it. If you’re like me then you probably thought that Vikings really did wear horned helmets (they didn’t – it’s a dumb idea to give your enemy something they can grab
July 19, 2015
Finance and philanthropy melded as fund managers offer their services for free
Financial planners have an opportunity to speak with clients about the dual goals of good investment returns and philanthropy with the launch of Australia’s first listed philanthropic wealth creation vehicles. The Future Generation Global Investment Company has launched two listed investment companies, one focusing on Australian equities and the other on global equities that donate
July 16, 2015
Cash conundrum: Investors and fund managers assess the cost of managing risk
Investors have done well for themselves in recent years. It’s no surprise, as trillions of dollars in government funding has flooded markets in an attempt to wash away the pain of the global financial crisis. But just when investors were asking whether the Australian sharemarket has run too hard after three years of double-digit returns,
July 16, 2015
AdviserLogic wins two Investment Trends awards
For the second year running, AdviserLogic has taken home the Ease of Use (Software) Award in the Investment Trends May 2015 Planner Technology Report (the Report). This year AdviserLogic also scored the Best Value for Money (Software) Award and registered the largest increase in planner satisfaction between 2014 and 2015. “Financial planners are placing a
July 16, 2015
Transparency, governance, accurate data: essential ingredients of a robust index
Every day, MSCI calculates and publishes about 150,000 equity market indices around the world. Its flagship index, the All Countries World Index (ACWI) tracks equity markets in 46 separate countries. Such is the appetite of investors for benchmarks to help them track and measure investment performance and to implement cost-effective asset allocation models that MSCI’s
July 16, 2015
ANZ ETFS products on BT Wrap and Asgard platforms
ANZ ETFS Management (AUS) Limited (‘ANZ ETFS’) has announced that its Exchange Traded Funds are now available through the BT SuperWrap, BT Wrap and Asgard eWRAP (Investment and Super/Pension) platforms. The ETFs offered by the joint venture between Australia and New Zealand Banking Group (‘ANZ’) and ETF Securities were listed on the Australian Securities Exchange
July 16, 2015
