MyState confirms CFO appointment 

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MyState Limited (ASX:MYS), the banking and wealth management group, has confirmed the appointment of Mr Gary Dickson as Chief Financial Officer (CFO) with immediate effect. Mr Dickson was appointed acting... Read more continue reading

Chaos theory – how APRA’s Disability Income Proposals and the Best Interests Duty are connected

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Introduction “Does the flap of a butterfly’s wings in Brazil set off a tornado in Texas?” This was the question posed by Edward Lorenz[1], an American meteorologist and a pioneer... Read more continue reading

Senior appointments at Bennelong Funds Management and BennBridge UK

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Bennelong Funds Management has made two senior appointments in its Australian and UK businesses. In the UK, BennBridge has appointed Doug Stewart as chief executive officer. The newly-created CEO role... Read more continue reading

Andrew Hamilton appointed to chair SMSF Association

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The SMSF Association has announced the appointment of Andrew Hamilton as its new Chair, effective from the end of this year’s National Conference. Hamilton, who joined the board in February... Read more continue reading

Lonsec’s Retirement Managed Portfolios now available on AMP MyNorth

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Lonsec has partnered with AMP to make its Retirement Managed Portfolios available via MyNorth Managed Portfolio. The portfolios harness the depth and breadth of Australia’s leading research provider, allowing users... Read more continue reading

Equity Trustees reveals 2019 a record year for giving

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Australia’s leading trustee company, Equity Trustees, has released its Annual Giving Review which revealed that the 2019 financial year was a record-breaking year of giving, distributing $124 million to the... Read more continue reading

AFA Foundation reaches $2m milestone

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The Association of Financial Advisers (AFA) Foundation has announced it has reached a significant milestone, donating $2 million to date, to a range of charities across Australia. AFA Foundation Chair,... Read more continue reading

Topdocs, The Legal Hub to provide estate planning training for advisers

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Leading legal document provider Topdocs has launched a new estate planning training series in conjunction with The Legal Hub, designed to provide advisers with the tools and knowledge to easily... Read more continue reading

Platforms have improved to help advisers demonstrate value to clients: Platform Benchmarking and Competitive Analysis Report

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Leading researcher Investment Trends has released its 2019 Platform Benchmarking & Competitive Analysis Report, an in-depth study of the investment platforms used by Australia’s financial planners and their clients. Key... Read more continue reading

Robeco appointed by Energy Super for Enhanced Indexing strategy

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Energy Super has awarded Robeco a $650 million global equity Enhanced Indexing mandate. Robeco’s Enhanced Indexing strategy aims to deliver better than market returns after costs while integrating value, momentum... Read more continue reading