MFS builds consultant relations team in Australia

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MFS Investment Management® (MFS®) has announced the appointment of Daniel Bristow as Director of Consultant Relations in Australia. Based in Sydney, Daniel will be responsible for identifying, establishing and maintaining relationships within the consultant and research communities in Australia. He will advocate for and communicate key details of MFS’ investment proposition, capabilities and investment strategies […]

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Retirees should review their income strategy in light of rate cut

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Australia’s 3.8 million retirees should review their income generating investment strategy in light of the RBA’s decision to lower interest rates by 25bp today, according to Australian funds manager Plato Investment Management (Plato). While beneficial to homeowners and people trying to buy a home, rate cuts also see Australian retirees receive less income from their […]

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ActiveX Ardea ETF continues platform success

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The ActiveX Ardea Real Outcome Bond Fund (Managed Fund), an actively managed fixed-income ETF from Ardea Investment Management, has been added to award-winning investment and superannuation platform, HUB24. The ETF is the first release in Fidante’s ActiveX series and is available under the ASX ticker code, XARO. It is the first actively managed fixed-income ETF […]

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Shadow economic team shows commitment to policy development

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The appointment of five Shadow Ministers to the Labor Party’s economic portfolios shows a genuine commitment to policy development that has been welcomed by the SMSF Association. Association CEO John Maroney says: “We congratulate the new appointments to the Shadow Opposition economic portfolios, welcoming Dr Jim Chalmers as Shadow Treasurer, Katy Gallagher as Shadow Minister […]

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Nikko AM appoints credit analyst to fixed income team

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Nikko Asset Management Australia (Nikko AM) has appointed Linda Luo to the newly created role of credit analyst within its fixed income team. The appointment brings the number of members of the fixed income team in Australia to five permanent, full-time employees. Ms Luo will be based in Sydney and will report to John Sorrell, […]

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Recommended rating awarded to Ausbil Active Dividend Income Fund

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As interest in higher-yielding income increases, Zenith has awarded the Ausbil Active Dividend Income Fund a timely ‘Recommended’ rating. Zenith said “Ausbil’s focus on the sustainability of dividends, rather than high dividends, is a key attraction of the Fund.” “Ausbil’s investment process is robust, incorporating macro-economic indicators, a sound valuation process and intuitive qualitative inputs.” The ratings agency added that the fund’s portfolio manager, Michael Price, was well qualified to manage the Fund, given his expertise and experience managing equity income portfolios. Ausbil said the Ausbil Active Dividend Income Fund combines a core and tactical allocation approach to generating higher dividend income paid to investors in monthly distributions. “In this low rate environment, and with people living longer in retirement, investors need diversified and higher income sources, with the potential over the long term for capital to grow,” said Mr Price. “With an active dividend approach we are able to generate monthly distributions rather than half-yearly,” he said. “This benefits investors seeking regular income who used to hesitate at the traditional half-yearly structure of distributions.” “The dividend income market is transforming,” noted Mark Knight, Head of Distribution at Ausbil. “Income investors like SMSFs, retirees, […]

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FPA Wellbeing program launched to support mental health as members transition to new professional standards

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The Financial Planning Association of Australia (FPA) has announced the launch of FPA Wellbeing, a free comprehensive health and wellbeing program providing confidential support by qualified counsellors and psychologists for FPA members, amid unprecedented change in the emerging financial planning profession. According to the National Mental Health Commission, the cost of mental ill-health in Australia […]

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Insight multi-asset weekly update: Government bond yields fell to multi-year lows, more Trump tariffs

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Market and economic review Government bond yields fell again to multi-year lows and risk assets were on the back foot as growth fears intensified In a holiday-shortened week with relatively little macroeconomic data to absorb, risk appetite remained firmly on the back foot. Continued concerns that escalating trade tensions might tip a fragile global economy […]

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Actuaries Institute tackles challenges facing private health insurance

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Australia has one of the world’s best health care systems but high out-of-pocket costs, decreasing health insurance affordability, and a lack of transparency around specialists’ fees and patient outcomes are undermining the current system. Yesterday, the Actuaries Institute launched a Green Paper, How to Make Private Health Insurance Healthier. The Institute identifies several major opportunities […]

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Praemium AI innovation to enhance client adviser engagement

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Praemium has developed new platform functionality that provides advisers with knowledge and insights designed to enhance client engagement and strengthen the adviser-client relationship. In a platform industry first, Praemium’s innovation uses data science and technology to examine certain client behavioural patterns that may indicate a need for additional advice or guidance. Whether the behaviour patterns […]

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