APP EXCLUSIVE: Equity concepts come to property
A new product allows SMSF investors to directly buy into property as they would with equities.
September 11, 2013
APP EXCLUSIVE: SMSFs not for everyone while advice is
Not all people are well suited to being an SMSF trustee, but they can all profit from advice.APP EXCLUSIVE: SMSFs not for everyone while advice is
September 11, 2013
APP EXCLUSIVE: MDIs may be smart, but they aren’t simple
Ross Cameron examines whether member-directed investments are a smart strategic response to the rise and rise of self-managed super funds.
September 11, 2013
APP EXCLUSIVE: Product is everything, report reveals
A new report from Coredata shows that SMSF trustees and those considering them are highly product focused.
September 11, 2013
ANZ CIO rollout
ANZ Wealth has launched a range of model portfolios to its aligned financial planning network, as it edges closer to unveiling its new-look multi-manager platform, OptiMix. The model portfolios, which were rolled out to RI Advice, Millennium 3 and Financial Services Partners this month, are the first initiative of the bank’s recently created chief investment
September 10, 2013
Zenith Fund Awards feature three new categories
The Professional Planner | Zenith Fund Awards 2013 feature three new fund categories, covering direct property investment, exchange-traded funds (ETFs) and infrastructure. The total number of sector categories remains unchanged, with the reorganisation of categories covering Australian equity alternative strategies, international equity alternative strategies and alternative strategies (including CTA/macro, multi-strategy, fund-of-hedge-fund, agribusiness, commodities and private
September 06, 2013
Fund Awards 2013 finalists at last
The finalists in the Professional Planner | Zenith Fund Awards 2013 has been announced, with some new faces among the fund managers vying for honours in these prestigious awards. This year’s awards also feature new award categories, including direct property, exchange-traded funds and infrastructure. Today Professional Planner reveals the finalists in eight categories. On Monday
September 05, 2013
Perpetual: hunger for growth
Forty per cent of financial planners will exit the industry over the next few years as many realise they’re either too old or too set in their ways to change, according to chief executive of Perpetual Geoff Lloyd. He added that “part-time advisers”, such as accountants who dabbled in advice on the side and ageing
August 29, 2013
How to respond to complaints
Until now I have avoided the temptation to comment on the range of news reports about the misbehaviour at CBA Financial Planning (CFPL) and the apparent lack of response from the Australian Securities and Investments Commission (ASIC). The original incidents are not the catalyst for this column, but rather the many “tut-tut” comments that I
August 27, 2013
Revolution at NAB continues
National Australia Bank Wealth’s Godfrey Pembroke dealer group has appointed former state manager at MLC Advice Solutions, Sean Allen, to the position of general manager, as sweeping changes to the group’s management structure continue under new chief executive, Andrew Hagger. Allen, who replaces Peter Smith, will be responsible for boosting the productivity of Godfrey Pembroke’s
August 27, 2013
New low-cost platform offers ownership too
When ING Australia (now ANZ Wealth/OnePath) acquired 76 per cent of platform Oasis Asset Management for $54 million in 2006, the financial advisers who supported and built the platform were outraged they didn’t benefit. The deal, which valued the platform at $72 million, beefed up the coffers of private equity firm Pacific Equity Partners and
August 22, 2013
