TAL Named 2014 AFA/PFL Life Company of the Year

From

The Association of Financial Advisers (AFA) and Plan for Life (PFL) have named TAL as the 2014 Life Company of the Year at a black-tie premier event held at the... Read more continue reading

Tria founder Andrew Baker to step down in generational change; Oliver Hesketh to lead the business

From

After eleven years at the helm of Tria Investment Partners, which became part of NMG Consulting two years ago, Andrew Baker is passing executive responsibility for the business to Oliver... Read more continue reading

AMP appoints new Victorian State Manager

From

AMP Bank has appointed Laurie Duffus as State Manager 3rd Party Distribution, Victoria, South Australia and Northern Territory. AMP Bank’s Head of Sales Glenn Gibson said Mr Duffy’s solid experience... Read more continue reading

Alternatives expert to chair AIMA Australia Education Committee

From

The Alternative Investment Management Association’s (AIMA) Australian National Group has welcomed Craig Stanford, Ibbotson Associates Australia’s Head of Alternative Investments, as Education Committee Chair and Executive Committee Member. Michael Gallagher, General Manager of AIMA’s Australian... Read more continue reading

It’s three in a row for Australia’s most awarded Mortgage Fund

From

La Trobe Financial has been honoured with the prestigious international award for Excellence in Mortgage Fund performance – Asia Pacific. No mortgage fund has ever won this award three times in... Read more continue reading

MyPlanner unveils new model portfolio

From

One of Australia’s fastest growing independently-owned dealer groups, MyPlanner has launched an innovative model portfolio solution to lift practice efficiency, lower costs and curb the group’s reliance on expensive institutionally-owned... Read more continue reading

AMP Capital’s global infrastructure platform attracts US$540m as new fund reaches first close

From

AMP Capital has raised more than US$540 million in new commitments for its global infrastructure platform during the last six months. As part of the current fundraising program, the AMP... Read more continue reading

Desire to invest overseas reaches all-time high

From

Australian active investors continue to clamour for overseas investments, and high net worth investors[1] are leading the charge, according to the Certitude Global Investment Intentions Index (CGIII). The CGIII, which... Read more continue reading

Intergenerational Report confirms the need for financial advice for all Australians

From

With the release of the Intergenerational Report (IGR) The Financial Planning Association of Australia (FPA) is once again calling for Australians to seek quality financial advice, particularly in light of... Read more continue reading

AXA IM reached record assets under management

From

Net new money inflows of A$27 billion dominated by third party assets Assets under management reached a record A$891 billion Key new SmartBeta mandates in Australia AXA Investment Managers (AXA... Read more continue reading