FASEA a major hurdle for SMSF advice

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Last week, FASEA released a consultation paper on the adviser examination that will be in place from January 1, 2019. This release completed a suite of FASEA position papers, from... Read more continue reading

Report highlights impact of Royal Commission on planning profession

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Leading research firm Investment Trends has released its 2018 Planner Business Model Report, an in-depth study of Australian financial planners and their business processes. The report, now in its fifteenth... Read more continue reading

Infocus scoops double senior executive talent

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Infocus Wealth Management has pulled off a stunning coup, snaring senior executives Jeff Mitchell and Craig Meldrum from a rival dealer group. Mitchell has been appointed to the newly created... Read more continue reading

Once bitten, twice shy? GFC concerns still linger for Australian seniors

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Seven out of 10 Australians aged over 50 are worried about the potential for another global financial crisis (GFC) and the impact it could have on their retirement savings. The... Read more continue reading

Australian ETF industry powers ahead: BetaShares Australian ETF Half Year Review 2018

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H1 2018 finishes strong with the industry growing FuM by $3.2 billion Australia’s ETF industry powered through another month of growth, finishing the first half of the year at a... Read more continue reading

ESG investors reap improved returns

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Research from academics, asset managers and index providers has found a link between good ESG governance and improved financial performance, largely through risk reduction. Targeting high ESG performers can therefore... Read more continue reading

Cooper Investors adds two more platforms for retail clients

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The Melbourne-based specialist global equities fund manager Cooper Investors’ expansion into the retail market has gained further impetus with its two long-only global funds now available on two more platforms.... Read more continue reading

Jodie Blackledge joins the Fitzpatricks Group as Chief Financial Officer and Chief Operating Officer

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John McMurdo has announced the appointment of Jodie Blackledge as the new Chief Financial Officer and Chief Operating Officer of the Fitzpatricks Group. A major focus of this role is... Read more continue reading

Profile Financial Services and onePlan Financial Planning join forces

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Profile Financial Services has recently acquired onePlan Financial Planning, based in Mudgee. A recent successful client welcome event was the culmination of several months of work integrating clients, systems and... Read more continue reading

Centrepoint Alliance appoints new Head of Research

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Centrepoint Alliance is set to further invest in research and development under new leadership. The advice services group recently appointed Miriam Herold as the Head of Research to lead its... Read more continue reading