Income shares trip up investors

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Australian equity fund managers with an income objective have delivered below-market returns in recent years, providing a cautionary tale to investors planning for retirement. Lonsec’s Australian Equities Sector Review, released... Read more continue reading

Findex reveals Investment Strategy: Six Pillars for investing in the ‘new normal’ landscape

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International equities provide a wide range of growth opportunities and offer strong diversification benefits that impact an investor’s wealth accumulation strategy. The resilient yield component of Property and Infrastructure investments... Read more continue reading

Perpetual Investments appointment reaffirms commitment to global equities

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Perpetual Investments has announced a further addition to its global equities investment team with the appointment of Josh Phillips as Global Equities Analyst. Mr Phillips joined Perpetual as a graduate... Read more continue reading

Confidence returns to big business as corporate purse strings relax

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Buoyed by a sense of optimism in the economy and their own recent performance, finance and corporate executives from some of Australia’s largest companies have signaled their intentions to spend... Read more continue reading

OneVue launches global capability across 8 key international markets

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In response to a growing demand for access to some of some of the world’s most dynamic global trading markets OneVue yesterday launched an International Equities capability for its separately managed... Read more continue reading

Crystal Wealth Planners manages over $250 million under advice

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Privately-owned Crystal Wealth Partners, now with over $250 million FUA after four years in business, expects further asset growth through a broad acceptance of managed accounts by clients. “When we... Read more continue reading

JBWere announces strategic alliance with Moelis Australia

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JBWere announced it has entered into a new strategic research and distribution alliance with investment bank, Moelis Australia. The non- exclusive arrangement will allow JBWere’s Australian clients to access a... Read more continue reading

NAB Asset Management appoints Bob Cunneen as Senior Economist

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Global asset management firm NAB Asset Management (NABAM) has announced the appointment of Bob Cunneen as Senior Economist. “We’re extremely pleased to welcome Bob to the team,’’ said Lisa Boyce,... Read more continue reading

GPS slashes the time, cost for accountants to produce SOAs

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Non-institutionally owned financial planning and accounting dealer group, GPS Wealth has launched an automated Statement of Advice (SoA) tool, designed to slash the time it takes accountants to produce a range of... Read more continue reading

AZ Next Generation Advisory acquires Priority Advisory Group

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AZ Next Generation Advisory has signed a binding sale and purchase agreement to acquire the entire capital of Priority Advisory Group (“PAG”) via its Australian subsidiary, AZ Next Generation Advisory... Read more continue reading