Midwinter appoints CEO

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Australian based financial advice technology provider Midwinter Financial Services has announced the appointment of Jeffrey Hall as Chief Executive Officer off the back of consistent growth. Midwinter has continued to expand rapidly over the past several years, particularly within the enterprise market. As a consequence of this, Midwinter has been actively searching for additional executive […]

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Investec Asset Management launches Global Environment Strategy

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Addressing institutional investors’ increasing focus on the risks of climate change, Investec Asset Management has launched the Investec Global Environment Strategy. The strategy, which invests in public companies across the value chain that benefit from the trend towards decarbonization, is designed to assist institutional investors exploring investment around long-term portfolio decarbonization. By seeking out those companies […]

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MFS Emerging Markets Equity Trust added to Netwealth Platform

MFS Investment Management® is pleased to announce that the MFS Emerging Markets Equity Trust will now be available to advisors and their clients following its local platform debut with Netwealth. The Netwealth listing marks the first time advisors can access the globally established Trust, which aims to outperform the MSCI Emerging Markets Index over full […]

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TAL recognised as a leader in workplace gender equality for fifth year

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TAL, a leading Australian life insurance specialist, has been recognised as one of Australia’s leading promoters of workplace equality after being named an Employer of Choice for Gender Equality for the fifth consecutive year. The citation is awarded by the Commonwealth Workplace Gender Equality Agency (WGEA) to organisations that meet rigorous standards in workplace gender equality and […]

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SMAs on Macquarie Wrap top $2 billion

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Macquarie has announced its separately managed accounts (SMAs) on the Macquarie Wrap platform have surpassed $2 billion in funds under administration. Cameron Garrett, Head of Wealth Product and Technology for Macquarie Wealth Management, said the rapid increase in SMA funds under administration, which has doubled over the past year, demonstrated the strength of the Macquarie […]

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SuperFriend strengthens its Insights and Evaluation function with senior research appointments

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SuperFriend, the workplace mental health and wellbeing partner for the superannuation and insurance industry, has bolstered its insights and evaluation capabilities with two senior research hires in Renada Lee, Impact Manager, Insurance, and Jamie Swann, Impact Manager, Superannuation. SuperFriend’s insights and evaluation program is designed to deliver rich insights to increase understanding of factors influencing […]

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Equity Trustees to acquire Zurich’s Australian superannuation trustee

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EQT Holdings Limited (ASX: EQT), the holding company for Equity Trustees, today announced it had signed an agreement with Zurich Australia to purchase its superannuation trustee, Zurich Australian Superannuation Pty Limited (ZAS). ZAS is the superannuation trustee for the Zurich Master Superannuation Fund, which has approximately $1bn in funds under trusteeship and 18,000 members across […]

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Accessing the benefits of ETFs: Fidelity launches online Learning Hub

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As the debate over active vs passive continues to rage in Australia, differing views on the benefits of ETFs have often been confusing for investors trying to work out the best approach for their hard-earned savings. With the launch of Active ETFs, a new dimension has been added to the debate – investors choosing an […]

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Insight Investment Australia appoints Amy Clements

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Insight Investment, a A$1trillion[1] global investment manager, has expanded its Australian team with the appointment of Amy Clements as a product specialist. Clements recently transferred to Sydney after six years at Insight’s London-based headquarters where she worked with institutional clients and investment consultants to deliver tailored investment solutions. Clements is a CFA charterholder who brings a strong […]

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Spitfire first to flat dollar fees 

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In a market first, Spitfire will go to market with no tiered administration fees on Spitfire’s new IDPS product. Spitfire Corporation is an innovative technology firm providing a contemporary total wealth and digital platform for the financial services industry. Spitfire’s new rate card, introducing a flat dollar account keeping fee of $495.00 per annum, will […]

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