Professional Planner Dealer Group Research Forum 2014 – photo gallery
December 05, 2014
Australia’s ETP market hits record milestone surpassing $14 billion: Market Vectors ETFs
The strong performance of global share markets in November 2014 has attracted substantial investment into exchange traded products (ETPs) pushing market capitalisation over $14 billion, according to ASX figures cited by Market Vectors, the exchange traded fund business of Van Eck Global. Exchange traded funds (ETFs) make up the majority of ETPs. Over $450 million
December 05, 2014
Adelaide practice prefers non-alignment for flexibility and control
The father-son directors of Adelaide practice Planning for Prosperity, Bob and Daniel Budreika, decided just two years after launching that their institutional AFS licensee didn’t provide the flexibility they wanted. “When we were coming up with our own way of running the business, from a clean slate, we worked out ‘hang on, we want to
December 05, 2014
If more education is the straw that breaks the camel’s back, what is the point?
The Australian financial services industry is highly regulated, especially when it comes to the provision of financial advice. Even so, there is still concern about the inadequacy of education levels among advisers. In recent years, this concern has been aggravated by the high-profile collapses of advisory firms Westpoint and Storm Financial, where poor financial advice
December 05, 2014
Financial planners must make time to make time
I would like to follow on from last month’s column and explore how you might devote a greater proportion of your working week to engaging with your clients. You may recall that I had concluded that what advisers most enjoy about their work is what they deliver for their clients: great trusted relationships; clever solutions
December 05, 2014
Look beyond the yields of unlisted debt securities, says Morningstar
Morningstar today published a special report summarising the key issues and risks investors should consider before investing in unlisted debt securities. Key Takeouts – Low interest rates, continuing demand for yield, and attractive headline returns are prompting many investors to invest in unlisted debt securities without fully investigating the accompanying risks and whether these risks are
December 04, 2014
A new online tool helping advisers engage with clients
National dealer group Affinia Financial Advisers has developed a new online tool that enables advisers to quickly and easily create their own personalised marketing collateral. The tool, which allows advisers to use their own branding and contact details, gives advisers the opportunity to illustrate their own claims data and stories, or industry data and stories,
December 04, 2014
Risk market inflows up 12.9% for year ending September 2014
Individual Risk Lump Sum Premium Inflows Inflows into the Lump Sum sub-market grew by 7.0% with most companies reporting increases in business. Among the market leaders, TAL (7.1%) and OnePath (5.5%) experienced the highest percentage increases in their Inflows year on year. Individual Risk Income Premium Inflows Risk Income Inflows increased 6.8% over the past year.
December 03, 2014
New sustainable bond fund aligns with personal and social values
Altius Asset Management has launched the Altius Sustainable Bond fund, a diversified Australian fixed interest portfolio that is designed to align with investors’ personal and social values without compromising investment returns over the long term. The fund was launched after a successful book build period in late November. Bill Bovingdon, chief investment officer of Altius,
December 03, 2014
Claims data and stories made personal
National dealer group Affinia Financial Advisers has developed a new online tool that enables advisers to quickly and easily create their own personalised marketing collateral. The tool, which allows advisers to use their own branding and contact details, gives advisers the opportunity to illustrate their own claims data and stories, or industry data and stories,
December 03, 2014
Housing affordability improves for September quarter 2014
The September Quarter edition of the Adelaide Bank/REIA Housing Affordability Report has found that nationally, housing affordability improved, with the proportion of income required to meet loan repayments deceasing slightly by 0.5 percentage points to 30.4%. Commenting on the report’s findings, Damian Percy, General Manager of Adelaide Bank said: “The Australian Capital Territory (ACT) retains
December 03, 2014
Dealer groups urged to embrace innovation in new post-FoFA environment
Financial planning practices are demanding greater freedom of choice in the service providers they use, according to the director of financial advice software start-up Adviser Intelligence. “There’s still just so much arrogance and disconnect between the platform providers and the dealer groups, and the tools of what the independent financial advisers are needing,” Jacqui Henderson
December 03, 2014
