Blogs
Christopher Page
Friday, 31 July 2015 9:28am

Anne Graham
Thursday, 30 July 2015 6:16pm
 
Thursday, 30 July 2015 5:57pm

Christopher Page
Wednesday, 1 July 2015 7:35pm

Michelle Baltazar
Friday, 12 June 2015 4:05pm

Christopher Page
Tuesday, 9 June 2015 10:31am
 
Wednesday, 6 May 2015 5:26pm
 
Friday, 27 March 2015 6:28pm
 
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Why more advisers are offering managed accounts to their clients
Today's wave of managed accounts have resolved many of the limitations of the round of products available six or seven years ago. What does this mean for financial advisers who haven't considered them ... Watch video
Managed accounts: The fast lane to a tailored outcome
Why would clients want to invest under a managed account model? There are several reasons why managed accounts can offer better client outcomes. Watch the video to find out more. To find out more, read ... Watch video
Digital Wealth Management (ask Robo Advice) - MAX 2015
We invite you to watch Maggie Callinan's presentation on Roboadvice at the MAX 2015 forum. In her presentation former senior manager of investment research at Perpetual Private challenged the notion that ... Watch video
A brighter future: How can managed accounts boost the valuation of an adviser practice
In this video, managed account experts discuss how managed accounts can help financial advisers streamline the day to day running of their clients' investment portfolios. How do managed accounts provide ... Watch video
Why managed accounts suit SMSFs and investors at different life stages
Self managed super funds, Gen X and Gen Y investors, as well as Millenials are used to the immediacy and transparency provided by the internet. The same principles apply under the managed accounts environment. Watch video
Advisers looking to offer MDA services
4 August 2015, 1:00pm
Managed discretionary account (MDA) operator Managed Account Holdings Limited (MGP) has noted a significant increase in the MDA structure from advice firms. Read more
Capstone/BGL to deliver online AFSL authorisation
4 August 2015, 12:25pm
Capstone Financial Planning and SMSF administration services provider BGL are partnering to deliver online Australian Financial Services Licence authorisation to accountants. Read more
FPA awards open to submissions
3 August 2015, 12:30pm
The Financial Planning Association of Australia (FPA) has opened its 2015 awards to submissions. Read more
Financial advice is a boring game
30 July 2015, 11:55am
Approached as a game, financial advice is boring and unappealing for prospective clients, argued PortfolioConstruction Forum chief finology officer Dr. David Lazenby. Read more
Pay rises better at non-aligned firms
30 July 2015, 11:55am
Advisers at independent firms received better pay rises in the last financial year than those at institutionally aligned groups, according to the latest remuneration survey from industry consultancy The ... Read more
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