Intermediaries driving ETF evolution

25-Jul-2017

The growing acceptance of exchange-traded funds (ETF) by intermediaries such as financial planners and stockbrokers was one of the key catalysts that would help spur the maturation of Australia’s ETF sector in .. Read More

Term deposit investors shifting to SMAs

27-Jun-2017

Moving away from cash term deposits to newer investment structures such as separately managed accounts (SMA) was the future of defensive investing, according to fixed income firm Australian Corporate Bond Company (AC.. Read More

Global exchange adoption adds to mFund rise

27-Jun-2017

The rising market capitalisation of the ASX’s mFund Settlement Service over the past three years has seen a host of global exchanges respond by launching their own unlisted managed fund platforms to cater to th.. Read More

Countplus appoints non-executive director

27-Jun-2017

Listed accounting and financial planning group Countplus has announced Catherine Hill will join its board as a non-executive director, effective immediately. Hill, a former board member at Deloitte and current .. Read More

New super regime prompts ASIC SOA extension

27-Jun-2017

Following the release of a new legislative instrument by ASIC yesterday, financial advisers would have more time to provide retail clients with a statement of advice (SOA) as they navigated the transition to the new .. Read More

New fund aims to engage millennials

27-Jun-2017

Millennial-focused superannuation fund Zuper will launch in the Australian market in the first quarter of the 2018 financial year, aiming to engage the younger generation through features such as enabling control ove.. Read More

Breadth of opportunity in emerging markets

26-Jun-2017

As the hunt for alpha sees active managers operating in an increasingly challenging environment of low rates and low returns, fund managers would be wise to seek opportunities in emerging markets that can provide the.. Read More

Ethics, engagement top advice study topics

26-Jun-2017

The interaction between ethics and client service, and effective ways to engage with a younger generation of clients are among the most popular topics of study for current financial planning Masters students completi.. Read More

More awareness of ETF tax benefits needed

23-Jun-2017

As Australia’s exchange traded fund (ETF) sector grows, a greater awareness of the tax benefits of holding ETFs in an investment portfolio together with the ability to capture franking credits could further fue.. Read More

Opinion – Look to newer funds for retirement income

23-Jun-2017

With the huge bulge of baby boomers entering retirement, and yields at near-record lows, there is an emerging rediscovery of the vital role equities can play in delivering retirement outcomes. Equities provide r.. Read More

Martin Currie SMAs added to Macquarie Wrap

23-Jun-2017

Funds management group Legg Mason has made the Legg Mason Martin Currie Real Income and Equity Income funds available to financial advisers across the separately managed account (SMA) investment option on Macquarie W.. Read More

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