Count Financial reveals enhanced adviser productivity

From

Count Financial Limited (Count Financial) has released data around productivity improvements and efficiency gains for its national adviser network. In an investor presentation that was released to the ASX yesterday,... Read more continue reading

TPT Fixed Term Fund awarded ‘superior’ rating by SQM Research

From

TPT Wealth, the trustee and funds management business of MyState Limited, has announced that the TPT Fixed Term Fund (the fund) has been awarded a ‘superior’ rating by independent research... Read more continue reading

State Street leverages machine learning to streamline private markets processing and document management through partnership with Canoe Intelligence

From

State Street Corporation has announced it will implement a cloud-based, machine learning technology to transform private markets processing and document management. Through State Street’s partnership with Canoe Intelligence (“Canoe”), allocators... Read more continue reading

Central banks heading towards the easing exits – five reasons not to be too concerned

From

Key points The gradual shift of central banks including the Fed and RBA towards an exit from monetary easing has caused some volatility in investment markets. We continue to expect... Read more continue reading

Inflation: Alert but not alarmed

From

Purchasing manager survey; Skilled vacancies; International trade What happened? Price pressures eased slightly in the latest surveys of purchasing managers. Implications: Investors must remain alert to inflation indicators. Clearly the... Read more continue reading

ClearBridge Investments launches the Unhedged Infrastructure Income Fund  

From

ClearBridge Investments[1], part of Franklin Temepleton, has announced the launch of an additional fund to their suite of global listed infrastructure funds with the introduction of an unhedged version of... Read more continue reading

Senior hire boosts Lifespan’s MDA and adviser support capabilities

From

Lifespan Financial Planning, one of Australia’s largest and fastest growing privately-owned financial advice networks, has significantly bolstered its investment research and managed accounts expertise with the appointment of an industry... Read more continue reading

AWS principal announces change of licensee and new era for the advice practice   

From

Principal and founder of Australian Wealth Solutions Pty Ltd (AWS) Sam Zervides has announced that effective this month, the advice practice will operate under the AFSL of Melbourne headquartered boutique licensee ASVW Financial... Read more continue reading

Coolabah appoints Equity Trustees as RE for new quoted fund

From

Coolabah Capital Investments (Retail) Pty (CCI) has selected Equity Trustees to act as responsible entity for its latest quoted fund offering. The Coolabah Active Composite Bond Fund (Hedge Fund) is... Read more continue reading

Year in review. Year in preview

From

The past year: 2020/21 With just over a week to go to the end of the financial year, it is opportune to reflect on the past year. Data is up... Read more continue reading