Will the house price boom be a boon for Australian banks?

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Australian house prices have risen to record levels, with the near unprecedented acceleration triggered by, among other factors, the COVID-19 pandemic crisis response to cut interest rates to near zero... Read more continue reading

Harvest Lane transitions two funds to Equity Trustees

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Harvest Lane Asset Management has selected Equity Trustees as the new responsible entity for two of its funds. Based in Sydney, Harvest Lane has a focus on generating positive returns... Read more continue reading

SMSF trustees should look at upside + downside capture to assess the risk of their portfolio

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Simply comparing the success of a portfolio against benchmarks is useful but not sufficient if looking to build sustainably higher returns in a fund compared to the market. Investors ‘running... Read more continue reading

AMP announces new Board appointment

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AMP Limited has announced the appointment of Michael (Mike) Hirst as an independent, non-executive director to the AMP Limited Board, effective 1 July 2021. Mr Hirst brings extensive experience to... Read more continue reading

Count Financial reveals enhanced adviser productivity

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Count Financial Limited (Count Financial) has released data around productivity improvements and efficiency gains for its national adviser network. In an investor presentation that was released to the ASX yesterday,... Read more continue reading

State Street leverages machine learning to streamline private markets processing and document management through partnership with Canoe Intelligence

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State Street Corporation has announced it will implement a cloud-based, machine learning technology to transform private markets processing and document management. Through State Street’s partnership with Canoe Intelligence (“Canoe”), allocators... Read more continue reading

ClearBridge Investments launches the Unhedged Infrastructure Income Fund  

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ClearBridge Investments[1], part of Franklin Temepleton, has announced the launch of an additional fund to their suite of global listed infrastructure funds with the introduction of an unhedged version of... Read more continue reading

Senior hire boosts Lifespan’s MDA and adviser support capabilities

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Lifespan Financial Planning, one of Australia’s largest and fastest growing privately-owned financial advice networks, has significantly bolstered its investment research and managed accounts expertise with the appointment of an industry... Read more continue reading

AWS principal announces change of licensee and new era for the advice practice   

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Principal and founder of Australian Wealth Solutions Pty Ltd (AWS) Sam Zervides has announced that effective this month, the advice practice will operate under the AFSL of Melbourne headquartered boutique licensee ASVW Financial... Read more continue reading

Coolabah appoints Equity Trustees as RE for new quoted fund

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Coolabah Capital Investments (Retail) Pty (CCI) has selected Equity Trustees to act as responsible entity for its latest quoted fund offering. The Coolabah Active Composite Bond Fund (Hedge Fund) is... Read more continue reading