AFA to host Canberra Roadshow

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The Association of Financial Advisers (AFA) will next week host a roadshow in Canberra, ahead of the AFA National Adviser Conference, also to be held in Canberra. The Canberra Roadshow, which takes place on 27 April, reflects the AFA’s recent Genxt National Connect Tour that attracted 1,300 advisers and will showcase a variety of exciting […]

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SyncAdvsr to integrate with Xero

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Australia’s leading non-institutionally aligned licensee Synchron has announced its recently launched adviser software SyncAdvsr will soon be integrated with Xero. Synchron director Don Trapnell said the dealer group is in the final stages of talks that will see SyncAdvsr integrate with the accounting software. “A partnership with Xero will provide our advisers with complete confidence […]

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Income shares trip up investors

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Australian equity fund managers with an income objective have delivered below-market returns in recent years, providing a cautionary tale to investors planning for retirement. Lonsec’s Australian Equities Sector Review, released this week, shows that income sector funds covered by Lonsec returned 1.6% after fees in 2015, below the S&P/ASX 200 Accumulation Index return of 2.6%. […]

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Findex reveals Investment Strategy: Six Pillars for investing in the ‘new normal’ landscape

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International equities provide a wide range of growth opportunities and offer strong diversification benefits that impact an investor’s wealth accumulation strategy. The resilient yield component of Property and Infrastructure investments makes them a valuable asset in this turbulent ‘new normal’ environment. Effective risk management is paramount. We see the importance of appointing managers who have […]

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Perpetual Investments appointment reaffirms commitment to global equities

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Perpetual Investments has announced a further addition to its global equities investment team with the appointment of Josh Phillips as Global Equities Analyst. Mr Phillips joined Perpetual as a graduate in 2012 and has worked across several divisions in Perpetual Investments. As a Global Equities Analyst, Mr Phillips will focus on strategies covering mainly consumer […]

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Confidence returns to big business as corporate purse strings relax

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Buoyed by a sense of optimism in the economy and their own recent performance, finance and corporate executives from some of Australia’s largest companies have signaled their intentions to spend big this year as well as expand and up-skill their workforce to spur their companies to lofty heights. The findings are from the ninth annual […]

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OneVue launches global capability across 8 key international markets

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In response to a growing demand for access to some of some of the world’s most dynamic global trading markets OneVue yesterday launched an International Equities capability for its separately managed accounts (SMA) service. Advisers and investors can now access Separately Managed Accounts (SMAs) that invest directly in companies listed across eight securities exchanges including Europe, […]

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Crystal Wealth Planners manages over $250 million under advice

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Privately-owned Crystal Wealth Partners, now with over $250 million FUA after four years in business, expects further asset growth through a broad acceptance of managed accounts by clients. “When we started this business, I used to say that managed accounts were being embraced primarily by higher net worth clients but they ‘should’ start to take […]

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JBWere announces strategic alliance with Moelis Australia

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JBWere announced it has entered into a new strategic research and distribution alliance with investment bank, Moelis Australia. The non- exclusive arrangement will allow JBWere’s Australian clients to access a broader range of equity deals and Initial Public Offerings. Additionally, JBWere clients will benefit from access to Moelis’ specialist investment research, covering over 60 companies […]

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NAB Asset Management appoints Bob Cunneen as Senior Economist

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Global asset management firm NAB Asset Management (NABAM) has announced the appointment of Bob Cunneen as Senior Economist. “We’re extremely pleased to welcome Bob to the team,’’ said Lisa Boyce, General Manager of Product and Investment Communications, NAB Asset Management. “He’s a well-known and respected economic commentator in the financial services industry and his appointment […]

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