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Industry helps shape new adviser expectations

JAMIE WILLIAMSON  |  FRIDAY, 6 OCT 2017
... professionalism." The white paper will be launched on Thursday 12 October at the AFA National Adviser Conference on the Gold Coast next week. The AFA also announced a new session to be launched at the conference, Meet the Mentors, allowing less experienced ...

Factor-based investment demand strengthens: Research

KARREN VERGARA  |  THURSDAY, 5 OCT 2017
Despite their complexity, the demand for factor-based investment products is forecast to accelerate over the next five years, latest research shows. Allocations to factor-based strategies among global institutional and retail portfolios reached 17% ...

Super consultant appoints new head

JAMIE WILLIAMSON  |  WEDNESDAY, 4 OCT 2017
... experiencing a significant period of growth which requires a change in leadership, Quinn said. "As our business enters its next phase of strategic growth and expansion into new markets, it makes sense to bring in a new leader with fresh ideas," he said. ...

Intergenerational business succession failing: Report

KARREN VERGARA  |  FRIDAY, 29 SEP 2017
Australian private and family business owners are about twice as likely to sell than hand over the reins to the next generation when compared to the global average, a report by PwC Australia found. But of the 38% that want the next generation to take ...

BigTech: The next frontier for high-net-worth investors

EMMA RAPAPORT  |  FRIDAY, 29 SEP 2017
High-net-worth individuals could soon turn to Apple, Google, Amazon and Facebook for wealth management needs according to latest research from Capgemini. In its 2017 World Wealth Report the consulting firm found BigTech is casting a long shadow in wealth ...

Trump-flation returns

BENJAMIN ONG  |  FRIDAY, 29 SEP 2017
... and Republican congressional leaders rolled out their tax plan this week predicted it will widen the budget gap over the next 10 years." US Treasury Secretary Steven Mnuchin argues that the additional economic growth (ergo, more government revenue) that ...

ASIC adds life insurance to school curriculums

KARREN VERGARA AND JAMIE WILLIAMSON  |  THURSDAY, 28 SEP 2017
... which will launch at the beginning of 2018 and soon call on consumers and industry participants for consultation. Over the next four years, ASIC is aiming for stronger engagement with the education sector to develop resources for primary, secondary and ...

China industrial profits surge

BENJAMIN ONG  |  THURSDAY, 28 SEP 2017
... data on the country's industrial profits indicate that it'll be easier for the Politburo to achieve its targets over the next five years. Sure Congress hasn't convened as yet, but its five-year goals have already been telegraphed. XinhuaNet quotes a ...

FSC takes aim at complacency in super

ALEX BURKE  |  WEDNESDAY, 27 SEP 2017
... 40-year olds, one projected to retire on the age pension and the other with $1.6 million, in the same investment option for the next 25 years." The same principle, he added, applies to super funds that place the majority (80%) of disengaged super members ...

As clear as it gets

BENJAMIN ONG  |  WEDNESDAY, 27 SEP 2017
... differing Fed officials' opinions together. "Although we judge that inflation will most likely stabilize around 2% over the next few years, the odds that it could turn out to be noticeably different are considerable," pointing out that, "there is a 30% ...