Morningstar Australian Super Sector Survey

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Morningstar has published interim results of the Morningstar® Australian Superannuation Survey, providing comprehensive coverage of the performance of Australian-offered retirement savings vehicles to 31 December 2012. The Survey includes both commercial... Read more continue reading

New Year, new Chapter Chairs for the FPA

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To herald the New Year the Financial Planning Association (FPA) is pleased to announce the results of elections held last November and welcome 13 new Chapter Chairs to its ranks... Read more continue reading

Managed Funds end 2012 with healthy returns

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Morningstar has released managed fund performance league tables for the fourth quarter of 2012. “Growth assets enjoyed a healthy Christmas rally and closed out the year on a resoundingly strong note,”... Read more continue reading

Record fall in credit card debt

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If the Reserve Bank cuts interest rates again, would the impact be positive on the economy? It is an interesting question and one that the Reserve Bank probably didn’t think... Read more continue reading

2013 could hold some silver linings for global equities

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Global stock indices posted double-digit returns in 2012 as Hong Kong and Germany performed best while Japan and Spain lagged. Bond markets offered steady returns as emerging-market debt, high-yield and... Read more continue reading

AMP appoints new Managing Director of Genesys Wealth Advisers

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AMP Financial Services has appointed Paul Robertson as Managing Director of Genesys Wealth Advisers reporting to AMP Director, Financial Advice Network Andrew Waddell. Mr Robertson was formerly CEO of Tynan... Read more continue reading

Greencape appoints Australian equities specialist

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Boutique Australian equity manager Greencape Capital has announced the appointment of Jonathan Koh to the role of investor, where he will be responsible for stock analysis and selection. With over seven... Read more continue reading

Morningstar wraps up research on Fixed Income Strategies

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Morningstar has released its Sector Wrap-Up for fixed income funds, covering 47 individual strategies. Key Findings Three of the 47 strategies we assessed achieved the highest-possible Morningstar Analyst RatingTM of Gold... Read more continue reading

Hillross Experts’ Choice attracts over $1bn in FUM

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Hillross Financial Services (Hillross) has attracted over $1 billion in funds under management (FUM) to its Experts’ Choice Funds range reflecting strong adviser interest and ongoing outperformance across the range... Read more continue reading

The US fiscal cliff

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The attached edition of Oliver’s Insights looks at the deal to avert the US fiscal cliff along with its debt ceiling and broader economic outlook. The key points are as follows: The... Read more continue reading