ANZIIF launches new industry initiative – The Year of the Insurance Professional

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ANZIIF is proud to launch the Year of the Insurance Professional, an initiative for 2021 which is all about showcasing the success of insurance professionals and raising awareness about the great... Read more continue reading

AFA CEO Philip Kewin steps down

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Philip Kewin has stepped down from his role as Chief Executive Officer of the Association of Financial Advisers (AFA). As the AFA gears up for a new wave of policy... Read more continue reading

AFA appoints Dawn Thomas AFA Inspire National Chair

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The Association of Financial Advisers (AFA) welcomes Dawn Thomas as the new National Chair of AFA Inspire. Ms Thomas is a senior financial adviser with Perth-based financial advice group, Wealthwise, and the... Read more continue reading

Investors increasingly recognising LICs and LITs offer more than Australian equities

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For close to 100 years LICs have long been associated with actively managed portfolios, particularly of Australian shares, and while this holds true today there is a growing range of... Read more continue reading

FASEA releases January exam results

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FASEA has released exam results from the tenth Financial Advisers Exam held in January 2021. Result highlights include: Over 12,000 advisers have passed the adviser exams held to date representing... Read more continue reading

Actuaries paper says Boards need to monitor executive behaviour to avoid past mistakes

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Australian company directors should be doing more to ensure their executives stick to the ethical values espoused at Board level if they want to avoid a repeat of the poor... Read more continue reading

Morgan Stanley closes acquisition of Eaton Vance

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Morgan Stanley has completed the previously announced acquisition of Eaton Vance Corp. in a stock and cash transaction. Eaton Vance common stockholders were offered 0.5833 Morgan Stanley common shares and... Read more continue reading

AFA statement on annual renewal

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The Association of Financial Advisers (AFA) does not believe that annual renewal is necessary, although we are very conscious of the Government’s determination to implement the Royal Commission recommendations and... Read more continue reading

FPA names first 2021 winner of Gwen Fletcher Memorial Award

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The Financial Planning Association of Australia (FPA) has named Melbourne-based financial planner Renato Manias as the first 2021 winner of the Gwen Fletcher Memorial Award. Named after the late ‘First... Read more continue reading

Investment strategies must be ‘trustee driven’

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Although a self-managed super fund (SMSF) investment strategy is not an advice document, advisers must ensure that it has not been interpreted as advice, Adam Goldstien, a financial adviser with... Read more continue reading