Cover story
Bank-owned administration platforms claim they enable advisers to report on and “wrap” clients’ super and investments under one umbrella but most fail to offer choice of insurer and term deposits. Planner demand and new legislation may force institutions to open up their menus.
Indepth
At Asset’s most recent round table, four leading fund managers were asked to outline the strategies they use to adapt to the fast-changing needs of investors. Plus Nimble funds jump in and out of cash
Investors must navigate cultural, corporate governance and political forces and issues in order to capture a slice of the Asia-Pacific region’s rapid economic growth.
Insight
A new ATO draft ruling has clarified some of the conditions around borrowing to purchase property within super, but additional details are still to be resolved.
Advisers who embrace new advice plans to engage clients will reap rewards. Those who don’t will miss out on the business opportunity of a lifetime.
The easy gains from fixed interest are unlikely to be repeated as risks in the asset class have risen.It now represents a mixed bag of returns.
The post-GFC environment is difficult for many investors disillusioned with the ‘new normal’. But there are several approaches that could improve things.
People skills are the key to success for financial planners – not technical skills. Advisers who learn to speak the language of trust with clients will reap personal and professional rewards.
Soft-dollar benefits will be brought into the spotlight when proposed government legislation shifts to conflicted remuneration and how it is managed.
Upfront
In the accounting profession, most practitioners are members of a professional association, but that’s not the case in financial planning industry.
MLC’s record growth in attracting advisers comes at a time when many of its competitors have watched their distribution teams shrink. MasterKey’s new pricing also weighs in.
If AMP is to compete in the new FoFA world, it’ll need to embrace choice, disclosure and the right of consumers to receive quality advice in their best interests.
When Paul Cornelissen’s dad died suddenly in a tragic car accident, the course of his life changed forever, leading him ultimately to Ambleside Wealth Advisers.
Perpetual is on the acquisition path and has plans to buy distribution and expand product range in a bid to beef up its market share, new chief executive Chris Ryan says.
Hub24, the platform business of listed stockbroker InvestorFirst, will launch a new retail superannuation service later this month.
Matthew Kidman’s new book explains how the market’s woes can set up investors for success.
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