Zurich Investments launches Global Thematic Focus Fund

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Zurich Investments has announced the launch of its Global Thematic Focus Fund, a high conviction, long-term strategy offering Australian advisers and their client’s access to a select number of investment themes with high return potential. Based on the biggest structural changes of the next decade, the strategy consists of three to six high conviction investment... Read more continue reading

Count Financial appoints Queensland-based Practice Development and Growth Manager

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Count Financial Limited (Count) has announced the appointment of Stephen Carton as their new Queensland-based Practice Development & Growth Manager. The announcement continues the CountPlus-owned licensee’s strategic focus on attracting quality financial advisers to its revamped national network. Mr Carton has around 30 years’ experience in financial services roles across Australia and most recently was... Read more continue reading

MLC Life Insurance launches Mindset4Life program for customers on claim

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MLC Life Insurance is launching a new mental health support program for customers diagnosed with depression and anxiety to help them improve their health ‘mindset’ and participate in ‘good’ work. Developed in partnership with Monash University and return to health and work specialist IPAR, the Mindset4Life program provides customers with tailored support services to improve their health... Read more continue reading

Aikya Investment Management secures first institutional mandate

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Aikya Investment Management (Aikya) is pleased to announce the signing of an Emerging Markets investment mandate with legalsuper. The A$170m mandate to the Aikya Global Emerging Markets Strategy is the first secured by the UK-based investment boutique after being established by a team of highly experienced Emerging Markets investors in March 2020. Aikya is an... Read more continue reading

Australia to lead the world in provision of home equity as the third pillar of retirement funding

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Household Capital welcomes last week’s release of the Retirement Income Review. Household Capital is Australia’s leading provider of home equity retirement funding. Since launching in 2019, HouseholdCapital has seen a rapid adoption of their services, with over 50 times year on year customer revenue growth. Dr Joshua Funder, Chief Executive Officer of Household Capital, applauded... Read more continue reading

Quantifeed secures Series B+ funding round led by Franklin Templeton

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Quantifeed, Asia’s leading provider of digital wealth management solutions, with presence in Australia as well, has completed a Series B+ funding round. The investment is led by Franklin Templeton (NYSE: BEN), one of the largest global asset managers. The Series B+ round will enable Quantifeed’s continued growth in its existing markets, namely Australia, Hong Kong, Japan, Singapore, Taiwan... Read more continue reading

SMSF Association appoints Michael Houlihan Vice Chair

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The SMSF Association has appointed Michael Houlihan as its new Vice Chair. Houlihan, who joined the Board in June 2019, will replace Robin Bowerman, who retired from the Board yesterday after joining in 2011. SMSF Association Chair Andrew Hamilton says: “Although it’s sad to farewell Robin after nine years, it’s a tribute to the calibre... Read more continue reading

Zurich Life & Investments confirms new executive appointments

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Zurich Life & Investments has appointed several new executives to the team to further drive the strong growth of the retail business across the Zurich and OnePath brands. Jacqui Lennon will join Zurich Life & Investments in February 2021 as Head of Customer & Digital. Jacqui is an experienced leader and brings a diverse range of... Read more continue reading

Praemium integrates with Xplan

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Praemium has announced it has integrated with Iress to make it easy for advisers to seamlessly initiate new Praemium applications from within Xplan. Praemium’s existing paperless application with digital acceptance allows advisers to invite their clients to accept an application form online, speeding up the application and on-boarding process significantly. This process is now further... Read more continue reading

Implemented Portfolios attains $1.5Bil milestone, expands team and board

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Managed Discretionary Account operator, Implemented Portfolios Limited (IPL) has announced its continued growth, revealing several recent hires within its Corporate Development and Portfolio Management Teams, as well as a strategic addition to its Board of Directors. The company’s Funds Under Management has continued to steadily increase this year despite the global impacts of the COVID-19... Read more continue reading