Financial planners need to be able to back up their advice with statistics in order to overcome speculative aspects of their clients’ decision-making processes, Brad Burber University of California professor, told delegates at the FPA conference last week.
Morningstar after-tax reports to expose bad practices
Morningstar is on track to release Australia’s first comprehensive after-tax fund performance report by the end of this year, according to Anthony Serhan, the researcher’s head of consulting.
Practice take-off: how a Gold Coast adviser plans to make the CFO model fly
Financial adviser, Brian Pert, has found his niche in the bright skies of the Gold Coast but now maintains higher ambitions for the business and is setting the controls for growth.
Asset Allocation is back – but what do you do about it?
With a significant divergence of returns for the Australian share market and other major markets since the late 1990s, and helped by some sophisticated new product offerings, there has been a renewed interest in tactical asset allocation (TAA) strategies.
IXIS Loomis Sayles Credit Opportunities Fund
IXIS Asset Management launches a new fund, managed by Loomis, Sayles & Co, for Australian & NZ wholesale investors.
Premium China Fund
Premium Asset Management launches a China-specific fund for wholesale Australian investors.
Get to work on those model portfolios – Russell
Model portfolios for planners have been around a long time but implementation issues, as well as the ability to get first-mover advantage with new funds, are becoming increasingly important, according to Russell Investment Group.
Survey of sales channels for financial planners … and what clients think
Financial services researcher Brand Management is conducting the first in what will be a quarterly series of reports on the sentiment of the Australian financial advice industry participate in the survey
Conflict ahead as new draft compliance document hits planner desks
In a stark document released late yesterday, the Financial Planning Association (FPA) revealed new draft rules that could add to the cost of advice and banish ‘sweetner’ deals between product providers, licence-holders and financial advisers.
Perpetual finds platform replacement in CSAM camp
Credit Suisse Asset Management (CSAM) platform sales team is down to one following the departure of Barry Porter to Perpetual Investments.
InvestorWeb downgrades quant research
InvestorWeb managed investments research is adopting a more qualitative-based approach to its ratings and plans to employ two more analysts, in addition to three hires made in October, over the next few months.
Pysch report shows numbers needed to cure speculation
Financial planners need to be able to back up their advice with statistics in order to overcome speculative aspects of their clients’ decision-making processes, Brad Burber University of California professor, told delegates at the FPA conference last week.
