Weekly market update – week ending 7 August, 2020

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Investment markets and key developments over the past week Share markets generally rose over the last week helped by a combination of better than expected earnings in the US, good... Read more continue reading

FASEA approves University of New South Wales Graduate Diploma and bridging courses

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FASEA has confirmed the Graduate Diploma of Financial Planning for the University of New South Wales offered from 1 July 2019 as an approved degree. Advisers who complete this course... Read more continue reading

Superannuation trustees compensate members wrongly classified as ‘smokers’

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Superannuation trustees that were classifying new members as ‘smokers’ by default and charging them higher life insurance premiums have ceased this practice, and some trustees have remediated members for the... Read more continue reading

CFA Institute to transition to computer-based testing for all levels of the CFA® Program in 2021

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CFA Institute, the global association of investment professionals, announces that it will transition to Computer-Based Testing (CBT) for all three levels of the CFA Program in 2021. Level II and... Read more continue reading

Unlocked: A framework for superannuation equity portfolio evolution in a taxable environment

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All sectors of the superannuation industry agree that successful equity investing entails some short-term pain to enjoy long-term gain. Superannuation funds and investment managers who embrace an active management philosophy... Read more continue reading

ANZIIF, SURA, Wotton + Kearney and Liberty launch industry survey on inclusion and COVID-19 working from home impacts

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This year, ANZIIF will join forces with SURA, Wotton + Kearney and Liberty Specialty Markets to continue to investigate how experiences of workplace inclusion are affecting the insurance industry. One... Read more continue reading

AMP Australia leadership update

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AMP has announced that Alex Wade, CEO of AMP Australia, will step down from his role, effective immediately. AMP has accepted the resignation and confirms Mr Wade will leave the... Read more continue reading

La Trobe Financial partners with Valocity to streamline commercial property valuations

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La Trobe Financial has announced that it will partner with property valuation platform provider Valocity to streamline its commercial property valuation process. The partnership will enable La Trobe Financial to... Read more continue reading

Simplicity Loans & Advisory reaches growth milestone amidst COVID-19

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Simplicity Loans & Advisory, a boutique brokerage and property advisory business based in Sydney and Brisbane, has today reported over $1BN in settlements since first launching in 2017. Building the... Read more continue reading

WealthO2 adds Chi-X TraCRs and Funds to wealth management platform

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Australian Adviser platform alternative WealthO2 has become the latest provider to add Chi-X Australia’s innovative product suite to its offering. All 35 Chi-X TraCRs and all quoted Chi-X Funds are... Read more continue reading