Investment down, but not as bad as feared

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Business investment Business investment: New business investment (spending on buildings and equipment) fell by 5.9 per cent in the June quarter to be down by 11.5 per cent over the... Read more continue reading

ASIC grants industry-wide relief to help members of frozen funds make hardship withdrawals

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ASIC have announced new relief measures for operators of managed funds to facilitate withdrawals by members facing financial hardship (hardship relief) during the COVID-19 pandemic. The conditional relief is available... Read more continue reading

Uncertain market conditions have dented financial planners’ investment outlook: 2020 Adviser Product and Marketing Needs Report

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Leading research firm Investment Trends has released its 2020 Adviser Product and Marketing Needs Report, an in-depth study of asset allocation trends among Australia’s financial planners, and their views of... Read more continue reading

Equity Trustees sharpens focus to grow corporate trustee business in Australia and overseas

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Australia’s leading trustee company, Equity Trustees, has sharpened its focus on growing the corporate trustee/responsible entity business, realigning two of its key leaders with the target markets of Australia and... Read more continue reading

COVID volatility underscores need for next generation in risk management

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New academic research by Plato Investment Management’s Head of Long Short Strategies, Dr David Allen, has highlighted the need for investors to move beyond the traditional “bell-shaped” normal distribution assumption... Read more continue reading

Crestone seeks positive impact through Conscious Investment Management

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Leading wealth adviser Crestone Wealth Management (Crestone) has announced a partnership with Conscious Investment Management through its Impact Fund. Through its continued commitment to ESG and sustainable investing, partnering with... Read more continue reading

Roar Software strengthens team and adds advanced modelling engine tool

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Roar Software has expanded its senior leadership team and added a new modelling tool to its integrated adviser marketplace, highlighting its commitment to provide a competitive and genuine alternative technology... Read more continue reading

Zurich announces key operational appointments to support its integrated service agenda

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Zurich Life & Investments has announced several key appointments in its operational team, to support both the Zurich and OnePath life insurance brands and provide a consistently high-quality experience for... Read more continue reading

CFA Institute publishes consultation paper on ESG disclosure standards   

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CFA Institute, the global association of investment professionals, announced today the publication of a Consultation Paper seeking feedback on its proposed Environmental, Social and Governance (ESG) Disclosure Standards for Investment... Read more continue reading

Time has come for industry to assess reform consequences – especially mental health distress says UFAA

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Before any further industry reform with respect to LIF, FASEA, remuneration and professional standards is undertaken, it is imperative that the consequences of the past are put into context, quantified... Read more continue reading