Quality of Advice Review Reforms Critical for Australian Lives

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MLC Life Insurance welcomes the Quality of Advice Review (QAR) Final Report and the Albanese Government’s commitment to consulting on the report’s findings. Kent Griffin, Managing Director of MLC Life... Read more continue reading

FPA welcomes QOA final report and shake-up of consent requirements, DDO and SOAs

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The Financial Planning Association of Australia (FPA) welcomes the release of the final report by Michelle Levy in the Quality of Advice Review, and has called on the federal government... Read more continue reading

Zenith ‘Recommended’ rating for PE Fund

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PAN-Tribal Asset Management has announced that the Barwon Global Listed Private Equity Fund AF (Fund) has retained its ‘Recommended’ rating following Zenith’s recent review of the ‘Alternatives – Private Equity’... Read more continue reading

Australian Retirement Trust partners with State Street Corporation as custodian

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One of Australia’s largest superannuation funds, Australian Retirement Trust (ART), has announced that they have chosen State Street Corporation (State Street) as their preferred and primary custodian and investment administrator... Read more continue reading

Franklin Templeton bolsters Australian leadership team with new Head of Product and Strategy

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Franklin Templeton, a global investment management firm, has announced the appointment of Benjamin Abell as Head of Product and Strategy for the Australian region. Mr. Abell will join the Australian... Read more continue reading

Alphinity Investment Management lists two managed funds on the Australian Securities Exchange

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Leading Australian and global equities fund manager Alphinity Investment Management has listed its’ two rapidly growing global equities funds on the Australian Securities Exchange (ASX). The two funds that recently... Read more continue reading

The evolution of Australia and New Zealand’s $100 billion non-bank securitisation industry

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The ability of non-bank lenders to continue access funding, manage relationships, as well as their capacity to provide innovative technology solutions, are the three most crucial factors facing the $100... Read more continue reading

Allianz Retire+ continues growth with senior appointments

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Allianz Retire+ has announced three new appointments to its leadership team. Jason Hunt joins the company as Head of Marketing, Sandrine de Bonhome has relocated from Allianz headquarters in Munich... Read more continue reading

Lonsec announces key executive appointments

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 Lonsec Holdings has announced key strategic appointments following the acquisition of Implemented Portfolios Limited in August 2022.  Bruce Hawkins joins in the newly created role of Chief Operating Officer, Naomi... Read more continue reading

FPA and AFA announce EGM dates to vote on proposed merger and reveal proposed name for merged association 

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Members of the Financial Planning Association of Australia (FPA) and Association of Financial Advisers (AFA) will vote on a proposed merger of the two associations at Extraordinary General Meetings (EGMs)... Read more continue reading