Weekly market update – week ending 8 November, 2019

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Investment markets and key developments over the past week The past week saw most share markets push higher on the back of positive news regarding US/China trade talks, benign economic... Read more continue reading

Future2 increases grants to disadvantaged young Australians in 2019

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The Future2 Foundation, the philanthropic arm of the Financial Planning Association of Australia (FPA), has awarded $191,066 in new grants to 20 not-for-profit organisations in 2019, an increase of more than 5... Read more continue reading

Pengana to acquire stake in Chicago-based Lizard Investors

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Pengana Capital Group Limited (ASX: PCG, ‘Pengana’) has announced its intention to acquire a significant stake in Lizard Investors LLC (‘Lizard’), a Chicago-based asset management firm that specialises in global... Read more continue reading

Understanding capture spread the key to retirement income

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A fundamental shift in the investment strategies offered to Australians will be required to meet the needs of future retirees, according Richard Dinham, head of client solutions and retirement at... Read more continue reading

Actuaries Institute’s simple rule for a happy retirement: spend your age and a little more

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A group of Australian actuaries have devised a simple ‘rule of thumb’ to help retirees work out how much money they should draw out of their savings in retirement. The... Read more continue reading

New independent equity release service a first

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With reverse mortgages and other types of home equity release gaining in popularity, a new equity release service has entered the market. Smooth Retirement is Australia’s first independent equity release... Read more continue reading

How advisers can support both themselves and their customers with mental health

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Mental health is a journey of learning to understand ourselves and make healthy choices that build resilience and help us live a fulfilling life. It is an incredibly important topic... Read more continue reading

Countdown to 2019 FPA Professionals Congress in Melbourne

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The Financial Planning Association of Australia (FPA) is gearing up for the year’s largest gathering of financial planning professionals at the 2019 FPA Congress from 27-29 November, taking place at... Read more continue reading

Midwinter launches next-gen Insurance Comparator powered by Galaxy

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Midwinter, a Bravura company – leaders in financial advice technology, has announced the launch of its powerful next generation insurance comparator, leveraging Rice Warner’s brand-new Galaxy Risk Insurance Engine (Galaxy).... Read more continue reading

Payden & Rygel awarded Rest mandate

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Global fixed income manager, Payden & Rygel, has secured a mandate from Rest, with its Payden Absolute Return Investment (PARI) strategy selected to form part of the superannuation fund’s overall... Read more continue reading