From the Source

Added-value event for independent non-aligned advisers

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Centuria Capital has opened registrations for its “Make it Happen” events scheduled for 6th, 7th and 13th May in Brisbane, Melbourne and Sydney, respectively. These free half-day events will offer non-aligned, independent advisers the opportunity to earn CPD points and pick up some practical ideas to bolster their business’ marketing as well as to get optimal […]

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Emerging market debt markets offer value and diversity

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There are significant pockets of value in emerging markets debt with a wide variety of options for investors to access fixed income assets at a low cost, according to Francis Rodilosso, Senior Investment Officer for Van Eck Global’s Market Vector’s fixed income exchange traded funds (ETFs).  Mr Rodilosso said rising demand for emerging markets debt […]

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Super rollovers with industrial strength

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Financial advisers using AdviserLogic software can now incorporate transactional components of advice into their broader service proposition and still keep the personal touch, thanks to a new Super Rollover feature (Super Rollover). AdviserLogic head of product development, Daniel Gara, said Super Rollover is a form of robo-advice that performs mundane functions which advisers cannot charge significant fees […]

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AMP appoints new head of corporate super

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AMP has appointed Vicki Doyle as Director Corporate Superannuation, reporting to AMP Group Executive Advice and Banking Rob Caprioli. Ms Doyle will be responsible for strategy, business growth and retention while continuing to drive advocacy through corporate super’s critical customer, employer and financial adviser relationships. Ms Doyle brings to the role significant experience in financial […]

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Quality pays dividends, again

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“Results from this reporting season reveal that the best Australian companies have a competitive advantage and grow their businesses on the back of sustainable earnings rather than debt. Weaker ones lack pricing power and are unable to guarantee a predictable earnings stream.” These are the comments of Mark Arnold, Chief Investment Officer at Hyperion Asset […]

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Blue Sky Alternative Investments’ assets under management and investment performance update

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Blue Sky Alternative Investments Limited (ASX:BLA) has released its latest fund investment performance, showing an internal rate of return across its funds of 15.3 per cent per annum net of fees[1] since inception in July 2006. The company has also reached a milestone of $1 billion in fee earning Assets Under Management (AUM) ahead of […]

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PIMCO announces change to distribution model in a transformation of its Global Wealth Management business

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PIMCO, a leading global investment management firm, has today announced its plans to internalise the distribution of PIMCO funds in Australia. Equity Trustees will transfer distribution responsibilities of the PIMCO funds to PIMCO over the coming months, marking the start of a complete transformation of PIMCO’s Global Wealth Management distribution strategy in Australia. Equity Trustees […]

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Zurich retains Service Quality Award at Life Company of the Year Awards

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Zurich Financial Services Australia (Zurich) has proudly won the “Service Quality Award” at the Life Company of the Year Awards, as presented by the Association of Financial Advisers (AFA) and Plan For Life (PFL). It is the second consecutive year that Zurich has been honoured with this highly sought after award, which assesses life insurance […]

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For the second year running Macquarie Life recognised at AFA / Plan for Life – Life Company of the Year Awards 2014

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For the second consecutive year, Macquarie Life has received three prestigious accolades at the AFA / Plan for Life – Life Company of the Year Awards. Recognised for its outstanding service to advisers and their clients, Macquarie Life was awarded all three of the Association of Financial Advisers’ 2014 Client Service Team Awards, named Underwriting […]

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Perennial Value reveals a market first listed investment company, Wealth Defender Equities Limited

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Perennial Value Management Limited (Perennial Value) has unveiled a distinctive Listed Investment Company (LIC). Wealth Defender Equities Limited (ASX: WDE) opens greater investor access to Perennial Value’s renowned Australian equities investment capability, combined with its innovative “airbag” dynamic protection against downside market falls. WDE has appointed Perennial Value as the investment manager and will invest in Perennial Value’s unique […]

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