Bennelong and Quay launch joint initiative

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Bennelong Funds Management (Bennelong) is pleased to announce a new addition to its stable of boutiques: Quay Global Investors (Quay), a joint initiative between Quay’s principals Justin Blaess and Chris... Read more continue reading

NAB Wealth appoints independent Customer Advocate

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National Australia Bank (NAB) yesterday announced Professor Dimity Kingsford Smith, Professor of Law, University of NSW, as independent Customer Advocate for its wealth advice complaints process, effective immediately. The Customer Advocate... Read more continue reading

Peters MacGregor Capital Management’s Global Equity Fund joins retail platforms BT Wrap & Asgard

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The Peters MacGregor Global Equity Fund, one of Australia’s longest running global equity funds, has been added to the BT Wrap and Asgard platforms. The Fund provides clients with investments... Read more continue reading

AMP Capital fund successfully completes final asset sale

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AMP Capital yesterday confirmed it has sold the last asset in the AMP Capital Property Income fund (PIF), the Yass Highway Service Centre, for circa $23 million. The fund had a... Read more continue reading

AMP Capital CEO to retire after 20 years service

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AMP Capital CEO Stephen Dunne has announced that he will retire from AMP Capital later in the year, after 12 years as Chief Executive Officer of the diversified investment manager.... Read more continue reading

GPS Wealth white label speeds to market with HUB24

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HUB24 and GPS Wealth have launched a new white label platform for the independently owned national licensee, within weeks of agreeing to work together. GPS Wealth’s new platform, branded CAREportfolio,... Read more continue reading

Lazard Asset Management lowers minimum investment on four funds

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Lazard Asset Management Pacific Co. announces the lowering of its minimum investment for four funds to A$20,000, down from A$100,000. The four funds concerned are: Lazard Australian Equity Fund Lazard... Read more continue reading

Morphic Global Opportunities Fund expands Platform availability with inclusion on Macquarie Wrap Super and Pension options

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Morphic Asset Management is pleased to announce that the Morphic Global Opportunities Fund (MGOF) is now available on the Macquarie Wrap Super and Pension Platform. The MGOF was already available... Read more continue reading

Fortnum dumps upfront commissions

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Leading independently-owned financial advisory group Fortnum Financial Advisers will dump upfront risk insurance commissions and adopt a new remuneration model in a bid to self-regulate and ward off further legislative... Read more continue reading

Colonial First State announces an alliance with Sanlam

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Colonial First State yesterday announced an alliance with the global financial services group, Sanlam, to distribute its innovative Managed Risk funds in Australia. Colonial First State General Manager Product & Investments,... Read more continue reading