Issue 23 February 2016

Platform evolution – about to be a revolution thanks to technology and consumer needs

The well-worn expression ‘The more things change the more they stay the same’ seems very apt when thinking about the platform industry in Australia.

Behind the Chinese milk investment boom

When demand for a particular commodity far outstrips the capacity for domestic supply, with foreign producers stepping in to fill the gap, there is certain to be a boom for the native industry intent on modernisation and output growth. ..

Appointments. Perpetual’s new RE boss, IRESS expands, CFA council…

Perpetual Corporate Trust has appointed Hugh Treweeke as head of responsible entity services. Treweeke has held senior positions at Wellington International, RBC Dexia and most recently State Street, where he was client relationship manager for the past three years..

New standard helps decluttering of financial statements

The global push to simplify financial statements is gathering momentum, and those preparing accounts should take the opportunity to conduct their own “decluttering” process. A new international standard will help…

Tech-hungry financial services firms heading for Texas

More than 600 Australians and New Zealanders have booked to attend the South by South West (SXSW) conference in Austin, Texas, next month, including: six from AMP, eight from Commonwealth Bank, 11 from Deloitte, four from BNZ, two from Zurich and two from First State Super…

Here come the girls

American social reformer and feminist Sudan B. Anthony once said; “The day will come when men will recognise woman as his peer, not only at the fireside, but in councils of the nation. Then, and not until then, will there be the perfect comradeship, the ideal union between the sexes that shall result in the highest development of the race.”..

Better data collection the key to engagement

Financial services companies must improve their data collection and analysis if they want better engagement with their clients, according to Steve Freeborn, Rice Warner’s head of client relationships…

Margin lending poised for a comeback

The number of active users of margin loan accounts has dwindled to such an extent over the past few years that planners have lost interest in the product, and what was once an advice-driven business is becoming a self-directed market…

Why global small caps suit Australian investors

Australia is one of the few countries which have taken to global small-cap investing, alongside Canada and, perhaps, Japan…