Quay wins global property award

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Quay Global Investors has been awarded the 2018 Money Management/Lonsec Fund Manager of the Year Global Property Securities Award for its Quay Global Real Estate Fund. Quay was launched in... Read more continue reading

BAEP wins Australian large cap equities award

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Bennelong Australian Equity Partners (BAEP) has taken out the 2018 Money Management/Lonsec Fund Manager of the Year Award for the best Australian Large Cap Equities Fund. The award-winning fund, the... Read more continue reading

Should advisers be selling coffee instead of client service?

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Do you remember when petrol stations competed on client service? Fundamentally they were all selling the same basic commodity, at about the same price, to anyone who drove up. That... Read more continue reading

Leverage insurance to negotiate fairer contracts

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In November 2016, the Australian Consumer Law (ACL) introduced new protections for small business. These prevent (often larger) businesses from trying to rely on unfair contract terms. The Federal Court... Read more continue reading

Written advice: should it be clear? Or concise? Or effective?

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When it comes to communicating our advice to clients we are guided by the words used by the regulators, or law, to guide us in how that should be framed... Read more continue reading

Outdated board succession planning hinders diversity: 30 % Club

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Two-thirds of ASX 200 boards “always or sometimes” gravitate to candidates who are known to board members when they are selecting new directors, says the 30% Club. Directors who responded... Read more continue reading

Fee for no service exposed

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The early findings from the Financial Services Royal Commission makes for some interesting reading. While some of the news may not shock you, there are some key takeaways that clients... Read more continue reading

It’s AML-CTF review time

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AUSTRAC is serious about anti-money laundering and counter terrorism (AML-CTF). Just take a look at their recent actions against the Commonwealth Bank of Australia. Any business that has an AML-CTF Program... Read more continue reading

Who is paying who?

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Who is paying who is becoming the biggest question in consumers minds as the public debate around fees and commissions and conflicts of interest increases in financial services. That’s a... Read more continue reading

Nikko Asset Management recognised as Best Asia Pacific Equity ETF Manager

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Nikko Asset Management (Nikko AM) has announced it has been voted the Best Asia Pacific Equity ETF Manager for the seventh time in eight years in a survey conducted by... Read more continue reading