ASSET - Beyond Bridgecorp
There are several features in ASSET Magazine this month, including the ability for advisers to earn CPD credits. To do this all you have to do is read several selected articles and then answer a set of questions online at assetmagazine.co.nz
Other features this month include:
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Insurance: Where mortgage brokers find a new lease of life.
What do you do when your income is cut by a third? David Chaplin reports on an ever-increasing number of mortgage brokers starting to sell insurance. -
KiwiSaver: AussieSaver scheme an industry first
The launch of eosaver last month met with very little fanfare, but its Australian backers are confident the scheme could push the KiwiSaver market in a new direction.
ASSET has a strong practice management section with articles designed to help advisers grow their businesses.
This month we have: Leeches and how to deal with them. Some employees will try to suck your business dry, according to Mike Moore. He explains how to identify and eradicate these dangerous pests.
Does your bottom line look big in this? Stephen Prendeville, partner in Australian financial planning brokerage and valuer Kenyon Prendeville shares his market wisdom on valuing an advisory business. He says it's a seller's market at the moment.
Columns
ASSET brings you some great columnists each month. PPA chief executive always has interesting ideas for advisers, economist Donal Curtin puts the mundane economic matters into words everyone understands, Jenny Ruth looks at the sharemarket through the eyes of fund managers and Russell Hutchinson provides an insight into issues impacting on advisers' businesses.
- Professional Adviser's Association: Something new under the sun
PAA chief, Dr Dave McMillan, investigates the lack of creativity in the life industry and injects a few fresh ideas into the debate. -
Hutchinson: How do they aggregate thee?
Whenever two or three advisers are gathered together they're probably about to launch an aggregator group. Russell Hutchinson investigates the growing phenomenon of aggregation. -
Markets: Hold-outs win the day
Jenny Ruth finds the market players in ebullient form as a number of 'make or break' deals are on the table. -
Economy: When bad things happen to good people
Donal Curtin puts the recent failure of several investment funds into perspective.
Our book reviews this month are KiwiSaver by Mary Holm, Money, Money, Money, ain't it funny by Sheryl Sutherland and Retire RIGHT by Joy Scandlyn.
ASSET contains the latest fund performance data from FundSource and this month we have tweaked the performance numbers for the alternative assets - these are many of the popular funds which aren't included in the research house's tables. The new look data allows better comparison of products.