Insight Multi-Asset weekly update – week commencing 2 September, 2019

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Market and economic review  US-China trade uncertainties drive risk sentiment Risk assets performed well over the week as US-China trade tensions improved. Due to an escalation in US-China trade tensions at the end of last week investors began Monday on the back foot. However, the nervousness was quickly alleviated as President Trump, whilst attending the […]

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AMP continues to invest in risk management, appointing a dedicated Group Whistleblowing Officer

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AMP Limited has appointed Anne-Marie Paterson as its Group Whistleblowing Officer as it invests $100 million (pre tax) over two years above usual investment to further strengthen its risk, governance and controls. Ms Paterson is a senior legal practitioner who has joined AMP from CBA where she was the Executive Manager and Whistleblower Investigation Officer. […]

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Applications now open for the 2019 Bright Light Award

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The Australian and New Zealand Institute of Insurance and Finance (ANZIIF) and TurksLegal are pleased to announce submissions are open for the 2019 Bright Light Award. Now in its second year, the Bright Light Award is a platform for general insurance professionals to pitch an idea or opinion on a topic that relates to general insurance claims […]

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La Trobe Financial bolsters executive team with 3 senior bankers

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La Trobe Financial, one of Australia’s leading non-banks, has announced the appointment of 3 senior bank executives to assist the company with planned growth. Since inking a partnership in December 2017 with Blackstone, the US$545 billion AUM New York based Alternative Asset Manager, La Trobe Financial has grown to over $9 billion AUM and sees […]

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Government extends FASEA deadlines

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The Financial Planning Association of Australia (FPA) welcomes the Government’s announcement that it will give existing financial planners more time to pass the Financial Adviser Standards and Ethics Authority (FASEA) exam and comply with the FASEA education standard. Senator the Hon Jane Hume, Assistant Minister for Superannuation, Financial Services and Financial Technology, announced last week […]

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Weekly market update – week ending 30 August, 2019

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Investment markets and key developments over the past week The past week saw share markets boosted by renewed hopes for US-China trade talks helped by a conciliatory approach from China. This saw US and Eurozone shares rise and Japanese and Chinese shares recover from earlier declines. Australian shares fell sharply early in the week but […]

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AFA and TAL announce winner of 2019 AFA Female Excellence in Advice Award

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Dawn Thomas from Wealthwise is the winner of the 2019 Association of Financial Advisers (AFA) Female Excellence in Advice Award (the Award). The Award recognises outstanding female leadership in financial advice, celebrating women who are making a significant contribution to their profession, their community and their clients. The Award has been supported by TAL since […]

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AFA and OnePath announce 2019 AFA Rising Star

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The Association of Financial Advisers (AFA) and OnePath are pleased to announce this year’s AFA Rising Star is Chris Carlin from Master your Money Now. The AFA Rising Star Award (the Award) recognises the brightest new talent in advice and recognises newer advisers who have demonstrated a commitment to excellence in advice. AFA CEO, Philip Kewin said, […]

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ASIC report shows growing demand for financial advice

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New research from ASIC (Australian Securities and Investments Commission) has revealed 41 per cent of Australians intend to get financial advice in the future. This supports the findings of research conducted by Investment Trends in September 2018 that showed 51 per cent of Australians have an unmet advice need. The new research also confirms that […]

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AFA and TAL announce 2019 AFA Excellence in Education Award winner

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The  are pleased to announce that Ben Nash of Pivot Wealth is the winner of the 2019 AFA Excellence in Education Award (the Award). The Award recognises, supports and rewards excellence in financial adviser education and was presented to Ben at the AFA Conference in Adelaide this evening. CEO Philip Kewin said, “Never before have […]

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