National Roadshows support advisers with retirement planning under the latest legislative developments

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Financial planners will be gathering in Geelong yesterday to kick off the 2015 FPA National Roadshows, which will visit 33 locations across the nation during April, May and June, and focus... Read more continue reading

Future is bright for retirement specialists

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Financial planners are looking to further align their business to the needs of an older client base, according to research from leading wealth researcher Investment Trends. The December 2014 Retirement... 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

AFA: Licensees and Advisers will pre-empt Trowbridge solution

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In the wake of the release of the Trowbridge Report, forward-thinking advisers and licensees will make their own moves to address concerns raised in ASIC Report 413 into retail life... 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

QIC appoints senior currency portfolio manager to global liquid strategies team

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QIC – one of Australia’s largest institutional investment managers – yesterday announced the appointment of Stuart Simmons as Senior Portfolio Manager, FX, to lead the currency management and implementation process in... Read more continue reading