OneVue partners with Eureka Report
OneVue Holdings Limited has partnered with digital wealth and research subscription service Eureka Report, a wholly owned subsidiary of News Corporation, to deliver an innovative, independent investment solution in an industry first. brightday will be a member centric digital investment solution that facilitates investment management, superannuation and pension plans. Utilising OneVue’s technology platform, brightday will
November 26, 2014
IN FOCUS: Assessing investors’ needs a decade from now drives manager selection
Every year that Professional Planner has been involved in managed fund awards, one name has consistently featured among the winners. The Macquarie Professional Series, which turned 10 years old this month, was named Product Distributor of the Year in 2009 and has been every year since, including in the Professional Planner|Zenith Fund Awards 2014. In
November 26, 2014
Sunsuper, FPA partnership is the latest member-focused advice deal
Sunsuper’s new referral partnership with the Financial Planning Association of Australia (FPA) is the latest in a number of recent financial advice tie-ups between super funds and financial planning licensees. The program sees Sunsuper retain its in-house team of advisers in Queensland and Sydney and add direct relationships with adviser practices nationwide which share the
November 26, 2014
Is financial planning self-regulation a right or privilege?
As an aspiring profession, we often chant the mantra of self-regulation as though it’s our God-given right to run our own race free from government interference and red tape. Ideologically, we support this position on the basis that “free markets” should be preferred as a matter of principle and that government regulation of business should
November 26, 2014
AIA Vitality joins Australia’s football revolution
Football Federation Australia (FFA) today announced AIA Vitality as the inaugural naming rights partner of MiniRoos, the football introductory program for boys and girls in Australia. Vitality is a clinically proven health and wellness program that aims to influence behaviour related to chronic diseases and obesity. The program, offered in Australia by life insurer AIA
November 25, 2014
FPA Professionals Congress 2014 – photo gallery
November 25, 2014
OpenMarkets executes its first direct-to-consumer managed funds trade through its new Multi-Asset Trading Hub
OpenMarkets, Australia’s fastest growing independent execution-only stockbroker, broke new ground in the investing landscape last week, by executing its first direct-to-consumer Managed Funds trade through its new Multi-Asset Trading Hub (MATH). The trade, placed by financial planning company, Quill Group Financial Planners, was executed directly with a major Managed Funds provider in real-time, where the
November 25, 2014
Minister for Finance: Medibank Private joins the ASX
Medibank Private was today admitted to the official list of the Australian Securities Exchange (ASX), with trading in its fully paid ordinary shares scheduled to commence at 12.00 noon AEDT. Its ASX code is MPL. Shares will initially trade on a conditional and deferred settlement basis. Normal settlement trading is expected to commence on or
November 25, 2014
ETF specialist expands suite of ETF model portfolios for IFAs and accountants
Australian ETF specialist, ETF Portfolio Solutions, has added to its suite of service offerings for independent financial advisers (IFAs) and licenced accountants with several additions to its model portfolio suite planned prior to Christmas. “The ETF segment continues to grow rapidly in Australia at more than 45% in the last 12 months, reflecting global growth
November 24, 2014
Colonial First State launches new-look FirstWrap investor site
Colonial First State today announced the release of its new-look FirstWrap secure investor website, which will enhance clients’ online experience and make it easier for them to access information about their portfolio. CFS Head of Retail Platforms, Peter Labrie, said the new site is part of CFS’s Future State Program – a multi-year program of
November 24, 2014
Has a popular solution to managing market volatility kicked the bucket?
Financial planners know that even intelligent people can become highly irrational when it comes to money. Managing a client’s expectations and emotions is just as important as managing their exposure to markets. The “bucket strategy” (or “time segmentation strategy”) is one attempt to tackle the tendency of investors to sell out of markets at the
November 24, 2014
Recommending a platform comes with its own set of compliance obligations
Making a recommendation to use a platform for investment purposes is a common strategy among financial advisers. Advisers must ensure they are complying with the best interests duty and related obligations throughout the entire advice process. From the initial discussion, through research, until the final advice, these obligations apply to an even greater degree. When
November 24, 2014
