Crestone Wealth Management doubles Brisbane presence with new investment advisers

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Crestone Wealth Management (Crestone) has welcomed six new investment advisers to its Brisbane team, bringing the Brisbane office to a total of 21 staff. Crestone’s bolstered Brisbane presence confirms its... Read more continue reading
09 Jul 2021

Adviser satisfaction with platforms has fallen, but improved support services will be key to lifting ratings

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Leading research firm Investment Trends has released its latest Adviser Technology Needs Report, an in-depth look at the evolving technology needs of financial advisers, as well as their usage of... Read more continue reading
08 Jul 2021

2020-21 saw investment returns rebound – expect more modest but still good returns this financial year

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Key points 2020-21 saw investment returns rebound after the coronavirus hit depressed 2019-20 returns. Key lessons for investors from 2020-21 were to: allow that share markets look ahead; timing markets... Read more continue reading
08 Jul 2021

New appointment expands ECP investment team

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ECP Asset Management has appointed Mr Justin Warton to its investment team, bringing the number of investment team members to seven.  Mr Warton will be based in Sydney, effective from... Read more continue reading
08 Jul 2021

The magnificent seven

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Pitcher Partners has welcomed and congratulated seven new partners joining the network’s partnerships. National Chairman of the Pitcher Partners association John Brazzale said it was important to recognise the value and... Read more continue reading
08 Jul 2021

World’s first listed gender lens impact investing security, IIX Women’s Livelihood Bond 1, matures

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Impact Investment Exchange (IIX)’s Women’s Livelihood BondTM 1 (WLB1), the world’s first gender lens and impact investing instrument to be listed on a stock exchange (the Singapore Exchange), matured on July 6, 2021.... Read more continue reading
08 Jul 2021

First Australians Capital awarded $500,000 grant to support Indigenous enterprise

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Equity Trustees has awarded a five-year grant of $500,000 to First Australians Capital (FAC)[1], an Indigenous-led organisation that helps Aboriginal and Torres Strait Islander entrepreneurs to start and grow businesses. FAC provides... Read more continue reading
07 Jul 2021

COVID-19 unearths opportunities for advisers according to new white paper

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COVID-19 is to financial advisers what end of financial year is to accountants; an invitation to talk to people about planning for the future, according to a new report that... Read more continue reading
07 Jul 2021

AFA raises privacy concerns over Trustee review of SOAs

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The Association of Financial Advisers (AFA) has raised concerns about APRA and ASIC’s letter to Registrable Superannuation Entity (RSE) licensees on 30 June 2021, which advised that trustees were expected... Read more continue reading
07 Jul 2021

2021 New Zealand Insurance Industry Awards to be held in Auckland

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The New Zealand Insurance Industry’s ‘night of nights’ will be held at Cordis Auckland on 17 November. There are only a few days left to make a submission for the... Read more continue reading
07 Jul 2021