AMP Capital Diversified Infrastructure Trust ranked best in the world for ESG

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AMP Capital’s Diversified Infrastructure Trust (ADIT) has been ranked by GRESB Infrastructure as the number one infrastructure fund globally for its environmental, social and governance (ESG) performance. GRESB is an organisation that assesses the ESG performance of real assets around the world. AMP Capital is a co-founding member of GRESB Infrastructure and has worked collaboratively […]

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InterPrac accolades and success underpinned by internal culture of service & staying relevant to advisers

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Melbourne based MD Financial Planning P/L principal Mary De Angelis and Sydney headquartered Capitaleyes Financial Planning P/L principal Charbel Fahd are not surprised InterPrac Financial Planning (InterPrac) will end 2016 with accolades for the highest level of adviser satisfaction and achievement of business and adviser growth milestones. Recently, InterPrac took first place for the second […]

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Vanguard Australia announces executive team changes

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Vanguard Australia has announced changes to its executive team, as two senior leaders will take on new roles based at the company’s U.S. headquarters. Michael Lovett, Head of Distribution in Australia, will take on a role leading the company’s U.S. Registered Investment Advisor distribution channel. Michael joined Vanguard in 2011 as Head of Intermediary Distribution, […]

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Global infrastructure: a $US60 trillion opportunity for investors

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Listed infrastructure offers real potential for investors looking for long-term, defensive investments with an attractive yield, and the opportunity will expand rapidly over coming decades, says Greg Goodsell of 4D Infrastructure. “Recent estimates suggest that around US$60 trillion needs to be spent globally over the next 30 years on infrastructure – just to bring existing […]

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Advisers welcome new package designed to boost client engagement, satisfaction and revenue

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Leading personal financial management (PFM) software provider Moneysoft has launched a complete package of resources and tools to help financial advisers introduce an effective, profitable budgeting and cashflow management service to their clientbase. Developed in conjunction with advisers, the Moneysoft Business Processes toolkit contains a series of eBooks, video tutorials, blogs, and client-facing brochures and […]

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Equity markets to recover after the US Presidential Election result: Instreet

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George Lucas, managing director Instreet Investment, says Asian markets will be the first to react to the US Presidential election result, although they may close before a result is known depending on how tight the election is. So how will the market respond to the election? He notes: If Trump wins, the market is expecting […]

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Canadian wealth management firm CI Financial acquires majority stake in Grant Samuel Funds Management

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CI Financial Corp. (CI) has agreed to purchase an 80 per cent stake in Grant Samuel Funds Management (GSFM). The transaction is expected to close on or about 15 November 2016. CI is a diversified wealth management firm with assets under management of CAD$112.2 billion (as of 31 October, 2016). Based in Toronto, it offers a […]

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Former Hillross practice joins Fortnum

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Boutique advisory firm Cardena Private Wealth, formerly trading as Arrive Wealth Management Sydney, has joined non-institutionally owned licensee Fortnum Financial Advisers, signalling an exciting new era in the practice’s growth and direction. Prior to joining Fortnum, the team at Cardena Private Wealth had been authorised by AMP’s Hillross dealer group for 14 years. Director of […]

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Man AHL’s educational videos demystify quantitative investing

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Man AHL has launched ‘AHL Explains – Series 2’, a video series which aims to help financial advisers and their clients better understand key concepts in futures trend following. The five newly launched videos build on the topics covered in the initial AHL Explains video series launched last year and cover Breakout Trading, Limit Order […]

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LoanDolphin completes $1.1 million seed funding with backing of financial planning magnate Barry Lambert

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LoanDolphin, Australia’s leading loan bidding platform, has successfully raised a total of $1.1 million from key investors to expand its presence in major capital cities in a bid to claim a stake in Australia’s $1.5 trillion home loan market. Strategic investor Barry Lambert provided $1 million, with the remainder from fintech investment firm H2 Ventures. […]

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