Key points 2021-22 was a rough year for investors as high inflation, rising interest rates and recession fears impacted. Shares could still fall further as interest rates continue to rise and recession risks are high. However, inflation pressures are showing some signs of easing which may take pressure off central banks from later this year.... Read more continue reading
07
Jul
2022
Allens partner and superannuation law expert Michelle Levy, who is heading the Quality of Advice Review with Treasury, will join a panel dissecting Quality of Advice at the SMSF Association Technical Summit being held on 27-28 July on the Gold Coast. Levy will be one of five speakers on the Breakfast Panel discussing the topic, “Quality... Read more continue reading
07
Jul
2022
AMP Bank has announced the successful migration of its core banking platform to the cloud, significantly increasing the Bank’s agility, innovation, and customer experience. The migration of AMP Bank’s core platform to the cloud, hosted on Amazon Web Services (AWS), will enable new levels of flexibility and scalability for AMP Bank to continue delivering retail... Read more continue reading
06
Jul
2022
This NAIDOC Week, Citi, together with Citi Foundation, has welcomed Indigenous-led Bangarra Dance Theatre and the Minderoo Foundation as new partners. Citi Australia’s Head of Community, Sponsorship, and Engagement, Louise Lindsay, said Citi, globally, had a long history of addressing racial equality and was proud of local efforts to elevate the voice of Indigenous Australians.... Read more continue reading
06
Jul
2022
GQG Partners recently marked its sixth anniversary with over US$94 billion in assets under management and top quartile performance across all four core strategies – Emerging Markets Equity, Global Equity, International Equity, and US Equity – since their inception[1]. Since its founding in 2016, GQG has added significant value for clients, and as a result... Read more continue reading
06
Jul
2022
Equity Trustees has been appointed as local Responsible Entity (RE) by Foord Asset Management (Singapore) Pte. Limited (Foord), which celebrated its tenth anniversary this year. Foord’s genesis as an investment manager was in South Africa with Dave Foord having founded Foord Asset Management in 1981, and expanded its footprint to Guernsey in 1997, Singapore in... Read more continue reading
06
Jul
2022
Findex Group Limited (“Findex”) one of Australasia’s largest privately-owned providers of integrated financial advisory and accounting services, today announces its new Partner and Associate Partner promotions and hires across both metro and regional Australian locations. Findex has appointed 46 new Partners and Associate Partners in Australia and a total of 57 across Australia and New Zealand – an increase... Read more continue reading
06
Jul
2022
Key points National residential property listings fell in June 2022 by 1% to 221,572 from 223,859 in May. Compared to 12 months ago, listings dropped 6.2%. Nationally, new listings (Less than 30 days) fell 5.4% over June, with 70,885 new properties added onto the market. New listings are down 2.1% over the year. Old listings... Read more continue reading
05
Jul
2022
BlackRock Australasia has appointed Jason Collins as Head of iShares and Index Investments for the Australian and New Zealand region effective immediately. This will form part of his broader responsibilities as Deputy Head of BlackRock Australasia, where Jason works across strategic initiatives and has high-level responsibility for enterprise relationships in the region. Jason is also... Read more continue reading
05
Jul
2022
Earn CPD Points
CPD: The important role of trust in ethics and financial adviceRecent research shows trust in financial advisers has risen in Australia…however, 58 percent of prospective clients lack trust in advice. [...]
CPD: The challenges for global growth equitiesGlobal markets have entered a difficult period as fundamentals turn and inflation has emerged, somewhat more strongly than expected. As [...]
CPD: Retirement – Independent livingAs your clients get older, living independently in their own home may become more challenging. If a client needs assistance, [...]
CPD: Risk advice - An 8-point guide to better field underwriting and better client outcomesField underwriting leads to better customer outcomes Field underwriting, in simple terms, is the information gathering and screening of risk [...]
CPD: The importance of inflation regimes to asset allocation decisionsThis is the second of three articles aimed at providing advisers with a framework around asset allocation that will assist [...]
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