abrdn launches innovative Global Risk Mitigation Strategy in Australia

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abrdn is making its well established Global Risk Mitigation (GRM) Strategy available to Australian professional and advised investors from yesterday. The strategy aims to help investors mitigate equity risk, reduce... Read more continue reading

How to build an advice business of significant capital value

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Australian Financial Services Licensee, Fortnum Private Wealth has identified the critical ingredients needed to build an advice business of significant economic value in a new white paper, launched at the... Read more continue reading

Perpetual launches Australian Philanthropy Toolkit with Stanford

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Perpetual Private has launched an Australian Philanthropy Toolkit (the Toolkit) as part of its ongoing partnership with the Stanford Center on Philanthropy and Civil Society (Stanford PACS), based in California,... Read more continue reading

TPT Wealth awarded ‘superior’ rating for two income funds by SQM Research

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TPT Wealth, the trustee and wealth management business of the MyState Limited group, today announced that the TPT Long Term Fund and the TPT Select Mortgage Fund have been awarded... Read more continue reading

Actuaries develop checklist for appointment of financial services Directors to ensure Boards do better

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Two actuaries have developed a skill and capability checklist to help Australian bank and insurance companies appoint Directors with the right qualifications to prevent misconduct uncovered by the Hayne Royal... Read more continue reading

Perennial Value receives Lonsec ‘Recommended’ rating for two trusts

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Perennial Value has received a Recommended rating from Lonsec for two of its trusts, the Perennial Value Shares Wholesale Trust (PVSWT) and the Perennial Concentrated Australian Shares Trust (PCAST). PVSWT... Read more continue reading

My Dealer Services responds to demand by self licensees to grow through acquisition opportunities  

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My Dealer Services Pty Ltd (MDS) Director Mr Alex Euvrard has announced that the group has responded to escalating demand by self licensees pursuing growth through acquisition opportunities that was revealed in a... Read more continue reading

Industry Veteran joins Real Asset Management as Chief Technology Officer

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Industry veteran, Craig Thompson, has joined rapidly growing Australian owned wealth and asset manager Real Asset Management Group (RAM) as their new Chief Technology Officer. Thompson has worked as MA... Read more continue reading

Weekly economic and market update – week ending 15 October, 2021

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Investment markets and key developments Global share markets rose again over the last week helped by a good start to the US earnings reporting season, solid economic data and US... Read more continue reading

AFA welcomes FSC White Paper

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The Association of Financial Advisers (AFA) welcomes the release of the Financial Services Council (FSC) White Paper (the White Paper), which follows the FSC Green Paper released earlier this year.... Read more continue reading