New Infocus Director brings global perspective

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Infocus Wealth Management Limited has announced that it has appointed Mr Roy McKelvie as an independent Non-Executive Director and Chairman-elect to the group’s Board of Directors. Roy’s career spans financial markets... Read more continue reading

Fitzpatricks adds strength to national team with addition of strategic financial advice firm Paradigm Financial Consulting

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Aligned client centric culture and values has led Perth-based Paradigm Financial Consulting (Paradigm) to partner with Fitzpatricks Private Wealth. Paradigm sees the partnership as a ‘natural fit’ in its commitment... Read more continue reading

TTR strategy ‘valid’ – even after Budget proposals

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A TTR (transfer to retirement) strategy remained valid even if the 2016 Budget proposal to change its tax status became law, Bryan Ashenden, Head of Financial Literacy and Advocacy at... Read more continue reading

New risk specialist team strengthens Zurich’s content capabilities

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Zurich Financial Services Australia Limited (Zurich) has announced the establishment of a new risk specialist team, in anticipation of Macquarie’s life risk business (Macquarie Life) joining Zurich later this year.... Read more continue reading

Investors seek income as rates hit new lows

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The Reserve Bank’s decision to reduce interest rates has reinforced investor concerns about income generation outside the familiar territory of term deposits, says Roy Prasad, head of mortgages with Australian... Read more continue reading

Global change creating leading investor opportunity

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With change the one constant in investment markets, global equity manager Morphic Asset Management (Morphic) is gaining increasing attention for the steady, risk-adjusted returns generated by its flagship Morphic Global... Read more continue reading

Independent external responsible entity appointments way of the future

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Avoiding real or perceived conflicts of interest between managers of funds and unitholders is critical to maintaining the integrity of Australia’s wealth management industry. The appointment of independent responsible entities... Read more continue reading

Perpetual Corporate Trust announces two senior appointments

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Perpetual Corporate Trust (Perpetual) has announced the promotion of two key staff members to support the ongoing expansion of its corporate trustee business. Vicki Riggio has been appointed to the... Read more continue reading

AdviserLogic announces PayLogic service to track AFSL revenue

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AdviserLogic launched its revenue management system 12 months ago to assist licensees in managing commissions and fees efficiently in the FDS and opt-in era. It has received resounding response from... Read more continue reading

AZ Next Generation acquires Logiro

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AZ Next Generation Advisory yesterday signed a binding sale and purchase agreement to acquire the entire capital of Logiro Unchartered Pty Ltd (Logiro). The agreement includes a share swap of 49%... Read more continue reading