Franklin Templeton appoints experienced Sales Director to bolster Australian distribution capabilities

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Franklin Templeton Australia has appointed Marc Hraiki to the position of Sales Director in Sydney. Hraiki has more than 20 years of experience in the financial services industry and joins Franklin... Read more continue reading

Asendium completes $1.1m capital raise

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Financial advice disruptor Asendium has completed a capital raise and secured more than $1.1m of investment, primarily from the financial services industry. Asendium is transforming the way financial advisers deliver... Read more continue reading

Email scams on the rise targeting Aussie businesses

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Scammers are continuing to take advantage of Australians during the pandemic, with new Westpac data revealing a 57 per cent increase in email scams targeting business customers over the last... Read more continue reading

FPA names second 2021 winner of Gwen Fletcher Memorial Award 

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The Financial Planning Association of Australia (FPA) has named Sydney-based financial planner Susan Buda of Brady & Associates Financial Advisers, as the second 2021 winner of the Gwen Fletcher Memorial Award. Named after... Read more continue reading

MLC Life Insurance boosts retail insurance credentials with new appointments

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MLC Life Insurance has boosted its retail distribution team for the future as the life insurer focuses on providing stronger partnership support to licensees and advisers. Michael Downey, General Manager... Read more continue reading

Near-record business confidence: Business survey

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Business survey; Consumer confidence; Household survey; Credit/debit cards The NAB business confidence index rose by 11.2 points to 20.8 points in October – the second highest result on record. Business... Read more continue reading

Emerging strong on shifting sands – PwC Major Banks Analysis

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Key points Cash earnings returned to pre-pandemic levels at $26.8b (from $17.4b last year), return on equity recovered to 9.9%. Adjustments to credit provisions provided a net benefit of $0.8b... Read more continue reading

Citi Australia appointed as strategic partner by BetaShares

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Citi Australia has announced it had been appointed by leading Australian fund manager BetaShares as their provider of Custody and Fund Administration services. The strategic partnership comes at a time... Read more continue reading

Specialist advisers have key role to play in preventing scams

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SMSF specialist advisers can play a critical role in assisting trustees and self-directed investors avoid cybercrime and investment scams. SMSF Association CEO John Maroney says: “Scams Awareness Week, which launched... Read more continue reading

ETF Securities’ TECH ETF ‘Highly Recommended’ by Lonsec

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ETF Securities’ ETFS Morningstar Global Technology ETF (ASX Code: TECH) has been upgraded to ‘Highly Recommended’ by Lonsec. Lonsec says the fund is an efficient way for investors to gain... Read more continue reading