From ordering pension forms through to pre-populating deed updates, the Partners Online Document Service allows you to completely streamline the way you order, update and manage your clients’ documents.
The ASX ended a four-week losing streak, ending the week marginally higher, driven by strong gains in the resources and energy sectors, whilst financials detracted again.
Over the past few months we have been reviewing our Investment Committee strategy to ensure that we are constantly enhancing our capability and skills, so that clients are best positioned to achieve their financial and lifestyle goals.
Through the new myGov accounts, you now have access to view all your clients superannuation. Partners Wealth Group have developed a calculator which will allow you to project out the capital value required for the client's desired income at retirement.
With US markets closed on Monday for the Labor Day holiday, one could be forgiven for thinking price action may have been somewhat muted. However, this quickly proved to be anything but the case with equity markets clearly devoid of any strong direction
There was a sharp drawdown in markets as growth stocks, technology in particular, were hammered. Growth has had a big run-up since the March bottom but the last few weeks saw them continue to hit dizzying heights with the likes of Apple and Tesla rising
Last week we reported on the continued stretching for equity market valuations, but most particularly those in the large-cap U.S technology space.
A strong international earnings season relative to beaten down expectations and economic data pointing to rebounds have driven markets higher and yields ever lower, even as inflation expectations rebound. This month, we look at real yields and the impact