2021 Adviser Product and Marketing Needs Report: Buoyant markets a uniquely enabling backdrop as advisers respond to a trifecta of challenges

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Leading research firm Investment Trends has launched its 2021 Adviser Product and Marketing Needs Report, an in-depth study of asset allocation trends among Australia’s financial advisers, their views of asset managers,... Read more continue reading

Weekly economic and market update – week ending 26 November, 2021

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Investment markets and key developments Global share markets mostly fell over the past week as inflation, interest rate and coronavirus concerns – with rising cases in Europe and a new variant... Read more continue reading

Bell Financial Group strengthens technology focus with new hire

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Bell Financial Group (ASX:BFG) has announced the appointment of Joe Tillig to the newly created role of Chief Technology Officer (CTO). Joe will focus on strategically aligning technology across the... Read more continue reading

AMP announces expected FY 21 impairments

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AMP has announced that ahead of the planned demerger and following a review of its balance sheet it expects to recognise additional impairment charges of approximately A$325 million (post-tax) in... Read more continue reading

Raiz Invest announces Director appointment and retirement

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Raiz Invest Limited (Raiz or the Company) is pleased to announce that Stuart Grimshaw will be appointed as a non-Executive Director, effective 1 December 2021. Mr. Grimshaw, who has a 35-year career in financial services, will... Read more continue reading

TPT Wealth appoints commercial lending leader in Tasmania

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Experienced finance industry executive Bryce Harding has recently been appointed to lead a major expansion of TPT Wealth’s commercial lending business. With more than 33 years’ experience in the sector including... Read more continue reading

AFCA welcomes release of Independent Review’s report   

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The Australian Financial Complaints Authority (AFCA) welcomed the release yesterday of the report of the Independent Review into its financial dispute resolution service. AFCA agrees in principle with the report’s... Read more continue reading

Mirae Asset Global Investments selects Citi for Custody and Fund Administration Services in Australia

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Mirae Asset Global Investments, a leading global investment manager with over AUD 305 billion in assets under management[1], has appointed Citi Australia as its provider of custody and fund administration services... Read more continue reading

Australian firms bank on return to pre-COVID profitability by late 2022

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A majority of Australian businesses expect to return to pre-COVID profitability levels by November 2022 unless a resurgence in COVID-19 and supply chain disruptions derail their plans, according to HSBC’s... Read more continue reading

DFS Portfolio Solutions partnership with DomaCom a success

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DomaCom is celebrating a 3 year partnership with DFS Portfolio Solutions having added some $30m to DomaCom’s FUM through the DFS  Mortgage Fund. The basis of the partnership was to... Read more continue reading