A third of Australians are eager for professional financial advice but few receive it, new research shows

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As Australians face rising cost of living pressures, new independent research shows financial advice on life insurance remains too inaccessible and expensive for many with just 6 per cent of... Read more continue reading

National Conference integrating best practices and wellbeing alongside technical expertise

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Mary SimmonsThe important role that AI will play in the wealth management industry of tomorrow will come under the microscope at the 2024 SMSF Association National Conference being held at... Read more continue reading

Listings and asking prices steady in lead up to market hiatus

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Total residential property listings modestly rose in November led by some larger percentage increases in Canberra and Hobart. However, Sydney surprised by remaining largely steady in what is normally the... Read more continue reading

bfinance Endowment & Foundation Investment Survey reveals that high inflation and market volatility has brought new pressures for ‘non-profit’ asset community

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A new survey conducted by the independent global investment consultancy, bfinance, on the topic of endowment and foundation investment has revealed a challenging investment climate, asset allocation intentions, and the... Read more continue reading

Blossom anticipates demand for stability of fixed income to remain strong – 2024 investment outlook

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Blossom anticipates investor demand for the stability that fixed income offers to remain strong in 2024 as equity and property markets continue to experience volatility. The possibility of Interest Rate... Read more continue reading

AMP Limited Board update

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AMP Limited has announced the appointment of two independent Non-executive directors to the AMP Limited Board. Effective 1 January 2024, experienced board and senior executive leaders Kathleen Bailey-Lord and Anna... Read more continue reading

Australian Ethical appoints Systematic Equities PM 

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Australian Ethical Investment (ASX: AEF) is pleased to announce the appointment of seasoned investment manager Ms Natalie Tam as its portfolio manager of Systematic Equities. Ms Tam will be responsible for... Read more continue reading

AFCA Chief Ombudsman named Diversity Equity & Inclusion Champion in prestigious awards

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The Australian Financial Complaints Authority’s (AFCA) Chief Ombudsman and Chief Executive Officer, David Locke, has been named CEO Diversity Equity & Inclusion Champion at the Australian HR Institute Awards 2023[1]. Mr... Read more continue reading

HUB24 launches whitepaper to support advice proposition for HNW clients

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HUB24 has announced the launch of a new whitepaper, ‘Directing the matrix: meeting the advice needs of high net worth clients’, providing unique insights into what it takes for advisers... Read more continue reading

Weekly economic and market update – week ending 1 December, 2023

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Investment markets and key developments US and European share markets rose modestly over the last week helped by more good news on inflation reinforcing confidence that global interest rates have... Read more continue reading