AFA opens nominations for 2017 Excellence in Education Award

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The Association of Financial Advisers (AFA) has begun its 2017 search to recognise and reward financial advisers who demonstrate dedicated professionalism and outstanding commitment to lifelong learning, with nominations for... Read more continue reading

Proposed Carnell banking changes a boon for borrowers

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“The Carnell Report into banking practices should provide small business owners with a fairer, more equal relationship with their banks, if changes are accepted. The mooted changes would give clear... Read more continue reading

Accountants and planners’ expectations continues to fuel sale and exit inertia says Paul Tynan

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Mature age accountants and financial planners are continuing to defer the sale of their practices in the erroneous expectation that their business will attract a higher price amongst a growing... Read more continue reading

High calibre Melbourne advisers join Fitzpatricks’ national network

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Two Melbourne-based advisers have aligned under the Fitzpatricks Private Wealth license, further contributing to the number of high calibre advisers to have recently joined the national network. Chronos Private partner... Read more continue reading

PIMCO Australia Launches ESG Global Bond Fund

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PIMCO, a leading global investment management firm, has launched a dedicated Environmental, Social and Governance (ESG) investment platform globally, offering fixed income solutions to investors seeking attractive returns while making... Read more continue reading

Synchron goes national

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Synchron has appointed Sheridan Wright as its South Australia/Northern Territory State Manager in a move which will make Synchron a truly national licensee. In making the announcement, Synchron Director Don... Read more continue reading

Atrium bolsters investment management team following strong business expansion

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Atrium Investment Management (Atrium) has expanded its capability with three new investment team members. Brendan Paul takes the role of Senior Portfolio Manager and David Toohey has been appointed as... Read more continue reading

Vanguard Australia makes senior appointments within Distribution team

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Vanguard Australia has announced management appointments in its Distribution division, which reflect its continued investment in business growth and service of an increasing number of intermediary, institutional and retail clients.... Read more continue reading

Factor investing strategies gain momentum with Australian superannuation investors

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Global implementation specialist Parametric has announced that it has exceeded its global assets under management of A$250 billion as of February 2017, partly due to Australian superannuation funds increasingly adopting... Read more continue reading

Wise Planners acquires Northbridge Financial Solutions clients

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Wise Planners, one of the AZ Next Generation Advisory group of companies, has announced that it has purchased the Corporate Superannuation Consulting business of Northbridge Financial Solutions. Wise Planners trades... Read more continue reading