TAL announces Affinia appointments

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TAL is committed to the important role that independent financial advisers provide in delivering quality advice to Australian consumers. To support that commitment TAL is re-affirming the importance of its... Read more continue reading

Macquarie Specialist Investments receives first rating from Lonsec for its Dividend-Run Up Fund

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Macquarie Specialist Investments (MSI) yesterday announced its Dividend Run-Up Fund has received its first rating from investment research house Lonsec. The Macquarie Dividend Run-Up Fund (the Fund) invests in high-yielding Australian... Read more continue reading

BT Financial Group welcomes the government’s response to the Financial System Inquiry

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BT Financial Group CEO Brad Cooper said that the proposed reforms to advice and superannuation contained in the Government’s response to the Financial System Inquiry have the potential to boost... Read more continue reading

Want to sleep at night? Focus on absolute returns not relative returns says Pengana

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Australian investors can survive local equities market turmoil – such as that experienced in August and September – if they focus more on strategies that can deliver absolute returns not... Read more continue reading

AZ Next Generation Advisory acquires Wise Planners

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AZ NGA has signed a binding sale and purchase agreement to acquire 51% of the capital of Wise Planners. The agreement includes a share swap of 49% of Wise Planner’s equity... Read more continue reading

Triple3 Volatility Advantage Fund wins Lonsec Innovation award 2015

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The Triple3 Volatility Advantage Fund has been named the Lonsec Innovation Award Winner for 2015 at the 13th annual SuperRatings Fund of the Year Awards. The Lonsec Awards highlight and... Read more continue reading

AFA Appoints Samantha Clarke to New Role as General Manager Policy, Professionalism and Marketing

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The Association of Financial Advisers (AFA) has today announced the appointment of Samantha Clarke to the new role of General Manager (GM) Policy, Professionalism and Marketing. Ms Clarke will be... Read more continue reading

Australian Ethical joins Business Benchmark on Farm Animal Welfare

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  Leading ethical fund manager, Australian Ethical, has announced it has joined the Business Benchmark on Farm Animal Welfare, a global initiative designed to improve the welfare of farm animals in... Read more continue reading

FinTech marriage spawns next-gen platform

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Advisers can now automatically track their clients’ bank, superannuation and investment account balances, determine the optimal way to invest funds and monitor a client’s financial progress with a new integrated... Read more continue reading

Investec Australia Property Fund acquires Perth industrial property

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Investec Australia Property Fund (“IAPF” or the “Fund”) has announced a $26.0 million acquisition in one of Perth’s core industrial suburbs, taking the value of the Fund’s total portfolio to $405.5... Read more continue reading