Lonsec Active Funds outperform and the passive v active debate

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Lonsec Releases Aussie Equities Sector Review The latest review of Australian equities by research house and ratings company Lonsec has found its actively managed funds have clearly outperformed index funds... Read more continue reading

Weekly market update – week ending 1 May, 2015

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Investment markets and key developments over the past week Shares had a soft weak reflecting a combination of somewhat messy economic data, uncertainty about the Fed and a backup in... Read more continue reading

Healthy home prices; Margin expansion

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Home Value Index; Producer Prices; Performance of Manufacturing Home prices lift: The CoreLogic RP Data Home Value Index of capital city home prices rose by 0.8 per cent in April... Read more continue reading

Adviser Pricing Models Research Report released

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Elixir Consulting has released their ‘Adviser Pricing Models Research Report, third edition’ which reveals the pricing models and fees charged by advice businesses around Australia. Elixir Managing Director, Sue Viskovic... Read more continue reading

Sentry and Wealthsure merger finalised

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Sentry Chairman and Managing Director Mr. Murray Hills has confirmed that the merger of the Sentry and Wealthsure national financial services organisations has been completed. Commenting on the announcement Murray... Read more continue reading

Bracket creep: The gift that keeps giving

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Taxation Statistics 2012/13 Fewer taxpayers: According to data from the Australian Tax Office, the number of individual taxpayers fell by 3.3 per cent in 2012/13 while non-taxable individuals rose by... Read more continue reading

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