Esteemed financial services author, coach and consultant, Clifton Warren, reveals the secrets of effective client management and tips on driving organic business growth through cross-selling.
POWERED BY MOMENTUM MEDIA
Macquarie wins Fund Manager of the Year
Macquarie Investment Management claims the Money Management/Lonsec Fund Manager of the Year award for 2016.
The second best return in industry: 52 per cent year-on-year
Regal produces the second best overall return in the industry, with 52 per cent year on year, (according to Money Management's Investment Centre), amid them finding 'extremely interesting businesses’'.
What does it take to stand out in the finance industry?
What does it take to be the best in the Financial Services Industry?
Our reporter, Jessica Amir, caught up with Money Management/Lonsec's 2016 award winners, including The Financial Planner of the Year, Paraplanner of the year, Young Achiever of the Year, Overall Business Development Manager (BDM) of the year, and the Lifetime Achievement Award winner, to find out what they're so extraordinary.
Hello $100 billion ETF industry
Head of iShares, Jon Howie reveals why the exchange traded fund industry is set to grow to $100 billion.
Deloitte on The 2016 Federal Budget
Jessica Amir sits down with Russell Mason, Partner at Deloitte to discuss recent changes to the superannuation industry, following the 2016 Budget being handed down.
Macau and US alternatives next best thing
PM Capital's Chairman and CIO, Paul Moore, says they're eyeing Macau and US alternatives.
Best Performing Australian Share Fund
Bennelong generated the best return for an Australian share fund, as they say they invested in companies who were rapidly growing on the back of the aging population, tourism and peoples demand for tasty pizza.
Resources take out the top five funds in Australia
The second best performing managed fund, Terra Capital, produced 57.13% year-to-date, profiting largely from uranium and lithium.
The other four best performing funds in Australia, also invested 100% in to resources, defying the odds that resources have had their day.
Jessica Amir reports.
Slow and steady wins the Aus Equities race
One of the best performing Australian equity managers produced 17.27% year to date.
They also continues to outperform the indices, over three, five and 10 years.
Our reporter Jessica Amir caught up with Dan Abeshouse at Allan Gray, to find out how they do it.
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...