Lonsec upgrades PM CAPITAL’s Absolute Performance Fund to ‘Recommend’

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PM CAPITAL’s Absolute Performance Fund has returned to RECOMMENDED rating status following a review from leading research house Lonsec. Lonsec said its ratings upgrade reflects its increased confidence in PM... Read more continue reading

Financial services industry must move on from regulation − FSC-DST CEO Report

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The financial services industry must focus on innovation to drive productivity and economic growth, John Brogden, CEO of the Financial Services Council said yesterday. Speaking at the launch of the... Read more continue reading

AFA Releases Six Principles of Professionalism

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The Association of Financial Advisers (AFA) has released its new Six Principles of Professionalism, which forms a critical part of the AFA’s revised Code of Conduct (the Code), which will... Read more continue reading

SPAA establishes best practice guidelines for SMSF borrowings

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The SMSF Professionals’ Association of Australia (SPAA) has developed best practice guidelines for SMSF limited recourse borrowing arrangements (LRBAs) – with the National Australia Bank (NAB) agreeing to adhere to... Read more continue reading

Nikko Asset Management makes senior executive hire in institutional business

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Stefanie Drews is joining Nikko Asset Management as Global Head of Institutional Marketing and Proposition, as the Tokyo-based firm continues to invest in its institutional platform and solutions business globally.... Read more continue reading

Lonsec reinforces diversification in lower return environment

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New reviews highlight portfolio changes needed to maximise portfolio outcomes Investment research house Lonsec Research (Lonsec) has announced key changes to its portfolios following the latest Strategic Asset Allocation (SAA)... Read more continue reading

Wealth Know How appoints new GM

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Wealth Know How’s new GM says Australia’s financial planners must capture future clients much earlier in the sales cycle or risk losing growth opportunities Wealth Know How (www.wealth-knowhow.com.au), Australia’s fastest... Read more continue reading

Registrations open for the new and improved ASX Sharemarket Game

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For more than 30 years, Australians beginning their share investing journey have chosen the ASX Sharemarket Game as a way to become familiar with the sharemarket, while more experienced investors... Read more continue reading

Centrepoint announces conclusion of Professional Investment Services’ OMP after lifting the bar on advice

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Services’ OMP after lifting the bar on advice Professional Investment Services has completed their Ongoing Monitoring Program (OMP) following ASIC’s recognition of the team’s significant improvement in the quality of... Read more continue reading

Weekly market & economic update – week ending July 25, 2014

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 Investment markets and key developments over the past week Share markets rose on mostly good economic data, continued solid earnings results in the US and an absence of additional bad... Read more continue reading