Plato expands research capability with senior hire

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Plato Investment Management Limited (Plato), a boutique quantitative equities fund manager, has expanded its investment team with the appointment of Dr Jonathan Whiteoak as Senior Quantitative Analyst. Dr Whiteoak will... Read more continue reading

Why get financial advice? Financial planning needs to be demystified

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The large majority of consumers simply do not understand the basic value that financial planners offer according to Wealth Know How’s General Manager Fiona Parker. “Consumers are telling us they... Read more continue reading

Woods launches asset management business

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Colin Woods, former CEO of UBS Global Asset Management, has launched a new investment management business – Pan-Tribal Asset Management. About Pan-Tribal Pan-Tribal Asset Management (Pan-Tribal) Pty Limited ABN 35... Read more continue reading

ATO figures still showing flow of funds to SMSFs

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Rollovers into self-managed super funds (SMSFs) are still showing a drain of funds from the APRA-regulated funds in gross and net terms, says Graeme Colley, Director of Technical and Professional... Read more continue reading

Trowbridge Review on Life Insurance and Advice – more than 130 submissions received

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More than 130 formal submissions have been received in response to the Trowbridge interim report for the Life Insurance and Advice Working Group (LIAWG) which was released on 17 December.... Read more continue reading

AllianceBernstein launches new branding initiative

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AllianceBernstein L.P. (“AllianceBernstein”), the global investment management firm with US$474 billion in assets under management as at December 31, 2014, has unveiled a new brand identity that better reflects the... Read more continue reading

Anne Street Partners appoints Head of Strategy and Advice

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Financial planning and advice firm, Anne Street Partners, have announced the appointment of Jason Dunn as Head of Strategy and Advice. Mr Dunn will be responsible for the on-going development... Read more continue reading

Weekly market update – week ending 6 February, 2015

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Investment markets and key developments over the past week Shares generally rose over the past week with gains helped by better US earnings reports, a further gain in the oil... Read more continue reading

SQM Research awards its highest ever rating

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Credit Specialist Fund Manager, La Trobe Financial has been awarded Superior 4 ¼ – star rating by SQM Research (SQM) for their multiaward winning Pooled Mortgages Option. This is another... Read more continue reading

Electronic retailers record strongest growth in 7yrs

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Retail Trade; New Home Sales Retail trade grew: Sales rose for the seventh straight month, up by 0.2 per cent in December after rising by 0.1 per cent in November.... Read more continue reading