PIMCO names former Fed Chairman Ben Bernanke to serve as senior advisor

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PIMCO, a leading global investment management firm, announced that Dr. Ben Bernanke, former Chairman of the Federal Reserve, will serve as a senior advisor to the firm, contributing his economic... Read more continue reading

AB’s Managed Volatility Equities Fund joins retail platforms after a total 26.6% return in first year

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A managed volatility equities strategy, which has outperformed its benchmark by 11.8% after fees and including franking credits* since inception just over a year ago, is now available to retail... Read more continue reading

TIAA-CREF acquires full ownership of TIAA Henderson Real Estate

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TIAA-CREF, a leading financial services provider, today announced an agreement to acquire the remaining ownership interest in TIAA Henderson Real Estate (“TH Real Estate”) from its joint venture partner, Henderson... Read more continue reading

New analysis shows our ‘lump sum culture’ is an exaggeration

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More than $80 of every $100 paid as a retirement benefit is taken as a pension, refuting the accepted view that Australia has a strong ‘lump sum’ culture. The Colonial... Read more continue reading

ANZIIF announces 2015 winners of awards, scholarship at Steadfast Convention

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The Australian and New Zealand Institute of Insurance and Finance (ANZIIF) is pleased to announce the winners of the 2015 Young Insurance Professional and Outstanding Achievement Awards. The Awards were... Read more continue reading

Equity Trustees appoints new Estate Planning Solicitor

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Equity Trustees Limited (EQT) has further strengthened its national Estate Planning team with the appointment of Stephanie Smith as a West Australian estate planning solicitor based in Perth. It is... Read more continue reading

Managed Accounts Holdings Limited to partner with advisory firms in acquiring businesses

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Listed managed discretionary account operator, Managed Accounts Holdings Limited (MGP) has announced plans to partner with advisory firms to acquire quality advice or portfolio management businesses. MGP has established a... Read more continue reading

Investec Australia Property Fund acquires Sydney industrial warehouse

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Investec Australia Property Fund (“IAPF” or the “Fund”) has announced the acquisition of a $19.17 million industrial warehouse in the heart of Sydney’s western industrial corridor. The acquisition increases the Fund’s... Read more continue reading

2Q:15 Divergence best tackled by ‘balanced bonds, active equities and defensive alternatives’

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Investors will face a patchwork of risks and opportunities during the second quarter of 2015 as trends in macro developments, economic growth, asset class and industry performance continue to diverge... Read more continue reading

Better outcomes with goals-based analysis

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Financial advisers now have access to a new interactive smart technology to help identify and model individual goals and outcomes for clients. Lonsec Research has launched its Goals-Based Analysis (GBA)... Read more continue reading