Investment markets and key developments over the past week Despite some concerns about Chinese regulatory tightening early in the week and ongoing worries about coronavirus US and European shares rose over the last week helped by strong earnings results in the US and strong data in Europe. Japanese and Chinese shares fell though with regulatory... Read more continue reading
02
Aug
2021
FPA CEO Dante De Gori CFP®, and FPA Head of Policy, Strategy and Innovation Ben Marshan CFP®, appeared before the House Economic Committee yesterday, to provide an update on current issues impacting financial planning, including the cost of advice, increasing gender diversity and further scope for innovation in the profession. Responding to questions regarding the 340... Read more continue reading
02
Aug
2021
State Street Corporation has announced it will provide digital and cryptocurrency asset fund administration capabilities for the firm’s private funds clients. In partnership with Lukka, a leading enterprise crypto asset data and software provider, State Street will support its private fund clients with collection, standardisation, enrichment, reconciliation, processing and reporting related to crypto and other... Read more continue reading
02
Aug
2021
Man Group announces that it has joined the Net Zero Asset Managers initiative and is thereby committed to reducing greenhouse gas emissions to net zero in investment portfolios by 2050. This is an industry-led effort to help limit warming to 1.5C, consistent with the Paris Accord. The firm has a significant focus on Responsible Investment... Read more continue reading
02
Aug
2021
Australia’s leading trustee company, Equity Trustees, has announced two new additions to its Trustee and Wealth Services (TWS) team to meet client demands. Kate Schell has been appointed as an Adviser in the Private Client team while Amanda Sartor joins as a Senior Relationship Manager in the Charitable Trusts and Philanthropy team. Commenting on the appointments, Ian Westley,... Read more continue reading
02
Aug
2021
Over the past 10 years active fund managers in Australia have outperformed the S&P/ASX 300 Accumulation Index benchmark by 2.7 per cent during reporting seasons, according to the latest Australian shares large companies sector report from Zenith Investment Partners. The average outperformance for the past 10 years in the reporting months of August and September... Read more continue reading
31
Jul
2021
Australian real estate fund manager, Altis Property Partners (“Altis”) has appointed director James King to its Sydney office to support its real estate investment strategies and capital raising initiatives. James will be responsible for the key functions of capital raising, investor relations, and product development across the Altis platform. James joins Altis from his previous... Read more continue reading
31
Jul
2021
The Association of Financial Advisers (AFA) National President, Michael Nowak, Vice President, Sam Perera and Acting CEO, Phil Anderson appeared before the Parliamentary Standing Committee on Economics (the Committee) earlier today. AFA National President, Michael Nowak said, “The AFA is pursuing a deliberate strategy to ensure that this important Committee was left with no illusion... Read more continue reading
30
Jul
2021
Leading research firm Investment Trends has released its annual Managed Accounts Report, and in-depth study of financial planners’ use of managed accounts in Australia. The twelfth annual edition of the Report reveals a growing adoption of managed accounts. In the last five years, the proportion of financial planners who recommend managed accounts has doubled from... Read more continue reading
30
Jul
2021
Natixis Investment Managers has announced two appointments, effective immediately. Joseph Pinto is appointed Head of Distribution for Europe, Latin America, Middle East and Asia Pacific for Natixis Investment Managers, overseeing client-related activities and support functions for these regions. He was previously Chief Operating Officer at Natixis Investment Managers. Christophe Lanne is appointed Chief Administration Officer... Read more continue reading
30
Jul
2021
Earn CPD Points
CPD: Behaving badly – could our decision-making flaws undermine the consumer protection intent of recent superannuation changes?It is widely accepted that consumer financial protection is important not only to protect consumers but also for the stability [...]
CPD: Client centric segmentation - a best practice framework for advisersExtensive research[1] into the underlying pillars of success for financial advice businesses has identified the use of client segmentation strategies [...]
CPD: Ethics and the professional practiceIn financial planning, ethics can be distilled into acting in the client’s best interests at all times, acting with competence, [...]
CPD: The S-Curve and the emerging consumerDisruption and disintermediation are increasingly common themes across the global corporate landscape. This article from GSFM draws on thematics from [...]
CPD: When disclosure harms, rather than protects, consumers - an adviser guide to DDO complianceWhilst the Hayne Royal Commission undoubtedly put a wrecking ball through most rooms in the financial services house, it is [...]
0 comments