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Saturday, 04 February 2012 - 3:16 PM EST

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This issue: December

This monht's issueCover story

Road block

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

Roundtable The balancing act

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

Investing in Asia Beware panda bears

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

Technical strategies Borrowing ambiguity remains

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.

Profit plus Align beliefs not solutions

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.

Gatekeeper Fixed interest party over

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.

Investment specialist Returns? Are you there?

The post-GFC environment is difficult for many investors disillusioned with the ‘new normal’. But there are several approaches that could improve things.

Trusted adviser Make a real connection

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.

Compliance Reveal the deal

Soft-dollar benefits will be brought into the spotlight when proposed government legislation shifts to conflicted remuneration and how it is managed.

Upfront

Editor's letter Not held accountable

In the accounting profession, most practitioners are members of a professional association, but that’s not the case in financial planning industry.

News analysis Like a moth to a FoFA-fit flame

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.

News analysis Time for AMP to play catch-up

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.

In practice Down to Ambleside

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.

Influential Perpetual motion

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.

Platform revolution HUB24 is the centre of attention

Hub24, the platform business of listed stockbroker InvestorFirst, will launch a new retail superannuation service later this month.

Win a copy of Bulls, Bears and a Croupier

Matthew Kidman’s new book explains how the market’s woes can set up investors for success.

Financial Review BOSS this month

AFR Boss magazine
Rescue plan for DJs

As consumers go online or stop spending, the retail giant has to figure out how to bring them back. » More  Plus Adventures in altruism

Welcome to Asset

Leng Yeow

The Financial Review’s Asset is the leading magazine for the financial services industry. Each month, Asset delivers in-depth financial planning news, opinions and strategies from a team of financial planning and wealth management experts. Edited by Leng Yeow.
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