Dimensional appoints responsible investment leaders

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Dimensional Fund Advisors, a global leader in systematic factor investing, has appointed Jim Whittington as Head of Responsible Investment. He replaces Joe Chi, who will retire at the end of... Read more continue reading

Westpac supports ABA’s new guidelines for banks helping customers in financial difficulty

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Westpac has welcomed the Australian Banking Association’s (ABA) new guidelines encouraging banks to give customers in financial difficulty the option of using a savings buffer as part of the new... Read more continue reading

AFA announces Board changes

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The Association of Financial Advisers (AFA) today announced Sam Perera has been appointed the AFA’s National President. Mr Perera’s appointment follows a decision by National President Michael Nowak to resign... Read more continue reading

Natixis Investment Managers appoints Edward Tighe as Director of Institutional Sales

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Natixis Investment Managers (Natixis IM) one of the world’s largest asset managers with almost $1.4 trillion (approx. A$1.9 trillion) in AUM, is pleased to announce the appointment of Edward Tighe... Read more continue reading

Zurich and OnePath renew support for Mr Perfect mental wellbeing BBQs 

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Zurich Financial Services Australia and OnePath Life have renewed their 12-month partnership with Mr Perfect[1], the grassroots men’s mental wellbeing network encouraging conversation and connections through informal BBQs across Australia.... Read more continue reading

Zenith appoints BDM as demand for managed accounts grow

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Zenith Investment Partners has appointed Scott Garner to the newly created role of senior business development manager. Mr Garner will be based in Sydney and report to head of sales,... Read more continue reading

Surveillance of investment switching by super fund executives identifies concerns with trustees’ conflicts arrangements

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An ASIC surveillance about personal investment switching by directors and senior executives of superannuation trustees has identified concerns with trustees’ management of conflicts of interest. ASIC looked at a sample... Read more continue reading

Over 16,850 pass the Financial Adviser Exam

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FASEA has released exam results from the 14th Financial Advisers Exam held in September 2021. Result highlights include: Over 16,850 advisers have passed the adviser exams held to date. Of those... Read more continue reading

AFCA appoints seven Senior Ombudsmen

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The Australian Financial Complaints Authority (AFCA) has created the new role of Senior Ombudsman, and announced seven appointments, as it progresses projects to enhance the efficiency and effectiveness of its dispute... Read more continue reading

Melior Australian Impact Fund achieves a “Recommended’ rating from Zenith and becomes the first Australian large companies manager classified as Impact

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The Melior Australian Impact Fund has been awarded a ‘Recommended’ rating and is the first Australian large companies fund to be recognised as ‘Impact’ by Zenith Investment Partners. The rating... Read more continue reading