AdviceOS calculators tap into gamification

26-May-2017

Technology provider Midwinter Financial Services has released its AdviceOS calculators incorporating a gamification approach and aimed at providing an off-the-shelf configurable calculator solution to be included on .. Read More

ASIC re-appoints Armour, ups standards focus

24-May-2017

The federal government has extended the tenure of ASIC commissioner Cathie Armour to 2022. Armour, who was first appointed on a four-year term under the Gillard government in June 2013, will continue as an ASIC .. Read More

Anomalies not bad for active investors

24-May-2017

Selecting anomalies in equities and fixed income markets was the key to helping investors achieve winning performance, according to PM Capital. At a media briefing in Sydney yesterday, PM Capital chief investmen.. Read More

Advice industry needs long-term fix

24-May-2017

Stringent compliance regulations, coupled with the ongoing pressures surrounding the best interests duty, have left the advice marketplace “in tatters” and a new approach was needed for advisers to prove .. Read More

Managed accounts will be game changer

24-May-2017

The strong growth of managed accounts would help advisers unlock a more client-centric and scalable advice solution as the advice industry landscape continued to evolve, according to Colonial First State (CFS). .. Read More

CFS offering to target independent advisers

23-May-2017

Colonial First State (CFS) has set its sights on independent financial planners with the unveiling of a new tailored managed accounts offering for its FirstWrap platform, in a move aimed at engaging a wider net of li.. Read More

Focus on factors for equities longevity

23-May-2017

The short-term focus of asset owners was hampering their ability to realise sustainable returns in the long term and local investors would be wise to avoid benchmarks and adopt a factor-based approach to equity inves.. Read More

Super transition raises compliance concerns

23-May-2017

With the looming 1 July deadline for the federal government’s incoming superannuation regime, now was a good opportunity for advisers to revisit their client portfolios and restructure their accounts appropriat.. Read More

Bank levy needs transparency for full picture

23-May-2017

The Australian Bankers’ Association (ABA) has called for transparency and greater public scrutiny in relation to the federal government’s plan to impose a banking levy, arguing greater consideration need.. Read More

Adviser distrust not justified

22-May-2017

The attitudes towards financial planners and advice were not reasonable as the industry has improved its education standards and do-it-yourself investing bore many risks, an industry executive has warned. Accord.. Read More

Risk appetite, returns gap growing

22-May-2017

Local retail investors are increasingly reconsidering their appetite for risk yet education about the benefits of diversification and maintaining realistic return expectations remained the panacea, according to a pan.. Read More