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Record turnout drives Managed Accounts Forum success

KARREN VERGARA  |  MONDAY, 18 SEP 2017
... understand how the process works as it draws a link between their goals and how their money is invested. To conclude the day, six top managed accounts providers battled it out to convince the audience which platform had the best and most unique offerings ...

Centrepoint expands virtual offering

JAMIE WILLIAMSON  |  FRIDAY, 15 SEP 2017
Financial advisers licensed by Centrepoint Alliance can now access estate planning documentation and advice following a partnership with a legal documentation company. Joining forces with Topdocs, Centrepoint has enabled advisers to access to trust ...

Alternative investment manager opens Sydney office

EMMA RAPAPORT  |  THURSDAY, 14 SEP 2017
A Paris-based investment manager which specialises in alternative beta strategies is eyeing opportunities in Australia with views to opening a Sydney office next year. Speaking at a media lunch in Sydney yesterday, Capital Funds Management (CFM) president ...

Managed accounts add brilliant value for dealer group

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2017
Managed accounts are enabling an independent advice group to be more disciplined in its investment approach, and adding more value to the client relationship, according to its co-founder. GPS Wealth principal adviser and co-founder, Rob McGregor, who ...

CVC to launch venture capital fund

ALEX BURKE  |  WEDNESDAY, 13 SEP 2017
... explained: "The ecosystem for venture capital in Australia has come a long way these last two to three years: a growing number of top quality opportunities for investment now well supported with funding possibilities; it truly makes this asset class ...

Revisiting the active versus passive cage fight

ALEX BURKE  |  MONDAY, 11 SEP 2017
... issue. "The problem is when a lot of those flows are going into sub-indices. On a flow-weighted basis, every single one of the top 10 stocks on the S&P 500 is receiving a greater proportion of its daily flow than its market cap would suggest," Cooper ...

Xenophon team introduce unpaid super Bill

KARREN VERGARA  |  MONDAY, 11 SEP 2017
... public affairs director, Matt Linden welcomed the Bill, adding unpaid super of millions of hard-working Australians should be a top priority for the government. "Unpaid super is the number one issue in superannuation today - it is leaving Australians ...

MySuper milestones monitor industry movement

DARREN SNYDER  |  MONDAY, 11 SEP 2017
... there are 111 individual MySuper products offered by 94 separate superannuation funds. In the 12 months to 30 June 2017, the top ranked MySuper single investment strategy was Hostplus with an annual return of 13%. For lifestage options, the AMP Super ...

FPA supports children's financial literacy

KARREN VERGARA  |  FRIDAY, 8 SEP 2017
The Financial Planning Association of Australia has partnered with an 'edtech' start-up to help boost financial literacy skills of young Australians. Schools that are referred to Banqer via FPA members will be able to access online interactive programs ...

Rising Star highlights young women in advice

JAMIE WILLIAMSON  |  FRIDAY, 8 SEP 2017
... inaugural Rising Star in 2005, which was followed by nine consecutive male winners but Kylie George and Erin Truscott came out on top in 2015 and 2016, and that's very encouraging for our industry," Sillar said. Announcer Group's Andrew Debono and Sam ...