CPD: A deep dive into FASEA’s Code of Ethics – Part one

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Consumers expect the best of their professional service providers, however it’s not always the case. FASEAS’s Code of Ethics, and its twelve standards, became law on 1 January 2020 to ensure best practice across Australia’s financial advice providers. In this article, proudly sponsored by GSFM Pty Ltd, we take a close look at standards one... Read more continue reading

Cost of workplace mental health injuries up 80% in last three years

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A call to action: New Allianz research reveals 4 in 5[1] Australian employees want workplaces to double down on mental health initiatives. Allianz workers compensation claims costs relating to mental health[2] – or primary psychological workers compensation claims – have increased by 80 per cent, rising an average of 22 per cent year-on-year, since 2017[3]... Read more continue reading

Principal wins Emerging Markets Debt Strategy of the Year Award

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Principal Global Investors and its Finisterre Emerging Market Debt Total Return Strategy has been awarded the Emerging Markets Debt Strategy of the Year by Pension Bridge. The honour was announced on September 24 during a virtual ceremony to celebrate recipients of Pension Bridge’s 2020 Institutional Asset Management Awards. “We are pleased to receive the EM... Read more continue reading

CFS reveals Federal Budget hot topics for advisers

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Money matters are top of mind for many Australians and Colonial First State’s team of technical superannuation experts is helping ensure financial advisers don’t miss any of the essential information from the 2020-21 Federal Budget handed down by Treasurer Josh Frydenberg. Data from enquiries made by financial advisers to CFS revealed the top three topics... Read more continue reading

Research shows corporate governance factors can influence financial performance

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The Calvert Institute recently published a research paper on how corporate governance factors can influence financial performance. The paper examined how 10 governance factors, ranging from accounting risk to shareholder rights, materially affected financial performance of more than 8,500 companies in 72 countries. The paper was co-authored by Daniel Rourke, ESG Senior Research Analyst and Hellen... Read more continue reading

Fidelity’s Kate Howitt named on best female fund manager list

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For the second year in a row, Fidelity International’s Kate Howitt has been named in Citywire’s list of the top 30 female fund managers in the world, ranking 11th out of 1,762 female active managers and scoring 286 points. Howitt is based in Sydney and has been portfolio manager of the Fidelity Australian Opportunities Fund since... Read more continue reading

CPD: Ethics and the use of listed securities

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Over the last decade there’s been an explosion in the number and types of listed products available to Australian investors. There’s been a commensurate increase in the number of investors – and financial advisers – using listed securities and products in diversified portfolios. This article, proudly sponsored by GSFM, examines some of the ethical issues... Read more continue reading

CPD: From global to local – Lockdown insights and what it might mean for investors

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While everyone’s individual experience of this global pandemic has been different, there are many shared experiences that we hope readers will be familiar with. In short, the adaptations we have made as a society have changed the way we live and work. Might these new behaviours give a clue as to what industries and companies... Read more continue reading

The LexisNexis Risk Solutions Cybercrime Report reveals new opportunities and risks for APAC in online channels during global pandemic

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LexisNexis® Risk Solutions has released its biannual Cybercrime Report, which tracks global cybercrime activity from January 2020 through June 2020. The report analyzes how the COVID-19 pandemic has impacted the global digital economy, regional economies, industries, businesses and consumer behavior. The period has seen strong transaction volume growth compared to 2019 but an overall decline... Read more continue reading

How COVID-19 has demanded stronger BDM and adviser communications

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The disruption brought on by COVID-19 has impacted the financial advice sector in a range of ways. Client expectations are continuing to shift, and we have seen corresponding changes in advisers’ expectations of their BDMs. New research by Business Health[1] found that 47% of BDMs in Australia believe they have added significant value for advisers... Read more continue reading