advisermag.ioof.com.au
IOOF Holdings Limited - What's news with TechConnect
http://advisermag.ioof.com.au/april_2015/q_and_awithtech
What's news with TechConnect. IOOF Fast Fact Finder. What's news with TechConnect. What's news with TechConnect. What's news with TechConnect? The Techconnect team respond to many questions from advisers. In this edition of Adviser News we asked the team what have been the most common questions so far this year. It looks like UK pensions and the pension bonus scheme are the hot-button issues at the moment. The top three questions and their answers are below:. How do I then work out the applicable tax?
advisermag.ioof.com.au
IOOF Holdings Limited - In this issue
http://advisermag.ioof.com.au/april_2015/in_this_issue
IOOF Fast Fact Finder. What's news with TechConnect. April 2015 - In this issue. The good, the bad and the objective. IOOF General Manager Distribution, takes a look at what your clients really value in financial advice. The key to one adviser's success. Find out from AFA adviser of the year, Eleanor Dartnall, what she believes is the key to a strong and enduring client relationship and has led to a 70 per cent growth in her business this financial year. What's news with TechConnect. It is given in good ...
advisermag.ioof.com.au
IOOF Holdings Limited - Alternative assets
http://advisermag.ioof.com.au/april_2015/alternative_assets
IOOF Fast Fact Finder. What's news with TechConnect. When good correlations turn bad. Previously, alternative assets such as private equity were the preserve of institutional or ultra-high net worth investors. However, as managed funds have opened up property and international shares to regular investors, so too are managed funds now using alternative investments as an increasingly important part of their portfolio mix. What happens when good correlations turn bad? Government bonds still provide diversif...
advisermag.ioof.com.au
IOOF Holdings Limited - Keys to success
http://advisermag.ioof.com.au/april_2015/keystosuccess
IOOF Fast Fact Finder. What's news with TechConnect. The key to one adviser's success. Before making any decisions on investment options for her clients, for Eleanor Dartnall, AFA Adviser of the year, it is a process of discovery and learning for both her and her client. While a key part of her on-boarding process is simply listening to the client in their first meeting, Eleanor says equally important is providing the sound foundations of investing knowledge for her clients. The focus on education as par...
advisermag.ioof.com.au
IOOF Holdings Limited - Viewpoint
http://advisermag.ioof.com.au/april_2015/viewpoint
IOOF Fast Fact Finder. What's news with TechConnect. The good, the bad and the objective. Renato Mota, General Manager Distribution. The current low-interest rate environment has made it challenging to find the optimal mix of strategy and investments for clients in, or approaching, retirement. And with around half of all term deposits in Australia held by the over 65s, it reinforces the value of an adviser-led retirement strategy. Low interest rates are forcing advisers to rethink the traditional lifecyc...
advisermag.ioof.com.au
IOOF Holdings Limited - It's your say
http://advisermag.ioof.com.au/april_2015/its_your_say
IOOF Fast Fact Finder. What's news with TechConnect. Share your views on funds of the future. Understanding your clients is crucial to a successful relationship and it's the same for IOOF. That's why we're inviting you to answer our survey on possible new solutions to meet the diverse needs of your client base. Your response will have an important say in how our products evolve and the new products we offer. To take part in our two minute survey on enhanced-passive funds. The rise of 'smart-beta'. We're ...
advisermag.ioof.com.au
IOOF Holdings Limited - Digital disruption
http://advisermag.ioof.com.au/april_2015/digital_disruption
IOOF Fast Fact Finder. What's news with TechConnect. Digital disruption - how technology can help your business. Technology is a major part of life for your clients. The internet has revolutionised traditional industries such as real estate, travel agents and even selling your car. But what about financial advice? What is the competition online? So why are financial advice websites and apps slower at attracting clients' money, in contrast to the online success of other industries? Financial advisers, thr...
advisermag.ioof.com.au
IOOF Holdings Limited - IOOF Foundation
http://advisermag.ioof.com.au/april_2015/ioof_foundation
IOOF Fast Fact Finder. What's news with TechConnect. Kids Under Cover proudly supported by the IOOF Foundation. Kids Under Cover applied for a grant from the IOOF Foundation to build, or contribute to the build of, a relocatable two-bedroom studio in the backyard of the adult carer's home to safely accommodate young people at risk of homelessness for as long as needed. IOOF Foundation supporting families in need. The two-bedroom Kids Under Cover studio made possible by IOOF Foundation funding". The infor...
