Ignition engages Morgan Stanley Wealth Management for additional capital raise

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Ignition Advice has engaged Morgan Stanley to raise additional capital for the firm. Morgan Stanley will raise up to $35million, with a post-money valuation of $105 million, via a new... Read more continue reading

CFS partners with Striver to support long-term sustainability of the financial advice industry

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Colonial First State has partnered with graduate coaching and training service Striver to support the long-term sustainability of the financial advice industry. Striver launched as Grad Mentor in 2013 and... Read more continue reading

SMSF Association launches nine online educational modules

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The SMSF Association has launched nine compulsory comprehensive on-line modules as part of its coveted SMSF Specialist Advisor (SSA) designation. Commenting on the program launch, the SMSF Association’s Deputy CEO/Director... Read more continue reading

Two of Sage Capital’s Australian equities long/short funds receive ‘Recommended’ ratings from Lonsec

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The CC Sage Capital Equity Plus Fund and the CC Sage Capital Absolute Return Fund have both received a ‘recommended’ rating from Lonsec, six months following a recommended rating from... Read more continue reading

FASEA approves additional electives for the Securities Institute Graduate Diploma of Applied Finance and Investment

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FASEA has confirmed its approval of the following additional financial planning electives for the Securities Institute Graduate Diploma of Applied Finance and Investment (GDAFI) from 1991 until 2007: E114 Technical... Read more continue reading

Help young Australians by supporting the Future2 Community Cycling & Walking Challenge

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The Future2 Foundation (Future2), the philanthropic arm of the Financial Planning Association of Australia (FPA), has announced an exciting new initiative to get financial planners outdoors, active and raising funds... Read more continue reading

Lonsec upgrades four BAEP funds

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Lonsec has upgraded four Bennelong Australian Equity Partners (BAEP) funds to ‘Highly Recommended’. The funds are the Bennelong Australian Equities Fund, the Bennelong Twenty20 Australian Equities Fund, the Bennelong ex-20 Australian... Read more continue reading

FASEA confirms dates and venues for 2021 Exam sittings

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FASEA has confirmed that, subject to COVID-19 restrictions, it will run six Financial Adviser exam sittings in 2021 in 31 locations across metropolitan and regional Australia.  Alternatively, advisers may elect... Read more continue reading

Demand for financial advice doubled in the last five years: Investment Trends 2020 Financial Advice Report

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Investment Trends has released its 2020 Financial Advice Report, an in-depth survey of the appetite and use of financial advice among Australians. Key highlights: The COVID-19 lockdown has spurred greater... Read more continue reading

Ignition Advice and Avaloq announce global partnership

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Ignition Advice continues its strong growth strategy, announcing a global partnership with one of the world’s leading financial services and digital technology providers, Avaloq. Ignition is proud to be the... Read more continue reading