ClearBridge Investments launches the Unhedged Infrastructure Income Fund  

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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

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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   

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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

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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

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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

4D appoints new investment analyst

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4D Infrastructure has strengthened its investment team with the appointment of Gaspard Bidot to the position of investment analyst. Mr Bidot will be responsible for stock selection and analysis with a particular... Read more continue reading

Women lead jobs recovery buy gender equality progress slows

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Key points: The Financy Women’s Index rose 0.7 points to 71.6 points in the March quarter, shaking off the worst quarter in eight years for women’s financial progress in December... Read more continue reading

Zurich extends partnership with Melbourne Football Club

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Zurich has been Co-Principal Partner of Melbourne Football Club since 2018 and the sponsorship arrangement broadened in 2020 when Zurich also became Co-Principal Partner of the club’s AFLW team. CEO... Read more continue reading

Persecution of financial advisers must stop

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Following unfair criticism levelled at financial advisers in the Senate yesterday, the Association of Financial Advisers (AFA) is calling for an end to the persecution of the financial advice sector.... Read more continue reading

Why do clients complain about good advisers?

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Executive summary Even the best professional will receive a complaint from time to time. Some are unsubstantiated, and some are valid. Both are opportunities which can benefit your business through... Read more continue reading