MFS builds consultant relations team in Australia

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MFS Investment Management® (MFS®) has announced the appointment of Daniel Bristow as Director of Consultant Relations in Australia. Based in Sydney, Daniel will be responsible for identifying, establishing and maintaining... Read more continue reading

Retirees should review their income strategy in light of rate cut

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Australia’s 3.8 million retirees should review their income generating investment strategy in light of the RBA’s decision to lower interest rates by 25bp today, according to Australian funds manager Plato... Read more continue reading

ActiveX Ardea ETF continues platform success

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The ActiveX Ardea Real Outcome Bond Fund (Managed Fund), an actively managed fixed-income ETF from Ardea Investment Management, has been added to award-winning investment and superannuation platform, HUB24. The ETF... Read more continue reading

Shadow economic team shows commitment to policy development

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The appointment of five Shadow Ministers to the Labor Party’s economic portfolios shows a genuine commitment to policy development that has been welcomed by the SMSF Association. Association CEO John... Read more continue reading

Nikko AM appoints credit analyst to fixed income team

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Nikko Asset Management Australia (Nikko AM) has appointed Linda Luo to the newly created role of credit analyst within its fixed income team. The appointment brings the number of members... Read more continue reading

Recommended rating awarded to Ausbil Active Dividend Income Fund

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As interest in higher-yielding income increases, Zenith has awarded the Ausbil Active Dividend Income Fund a timely ‘Recommended’ rating. Zenith said “Ausbil’s focus on the sustainability of dividends, rather than high dividends, is a key attraction of the Fund.” “Ausbil’s investment process is robust, incorporating macro-economic indicators, a sound valuation process and intuitive qualitative inputs.” The ratings agency added that the fund’s portfolio manager, Michael Price, was well qualified to manage the Fund, given his expertise and experience managing equity income portfolios. Ausbil said the Ausbil Active Dividend Income Fund combines a core and tactical allocation approach to generating higher dividend income paid to investors in monthly distributions. “In this low rate environment, and with people living longer in retirement, investors need diversified and higher income sources, with the potential over the long term for capital to grow,” said... Read more continue reading

FPA Wellbeing program launched to support mental health as members transition to new professional standards

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The Financial Planning Association of Australia (FPA) has announced the launch of FPA Wellbeing, a free comprehensive health and wellbeing program providing confidential support by qualified counsellors and psychologists for... Read more continue reading

Insight multi-asset weekly update: Government bond yields fell to multi-year lows, more Trump tariffs

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Market and economic review Government bond yields fell again to multi-year lows and risk assets were on the back foot as growth fears intensified In a holiday-shortened week with relatively... Read more continue reading

Actuaries Institute tackles challenges facing private health insurance

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Australia has one of the world’s best health care systems but high out-of-pocket costs, decreasing health insurance affordability, and a lack of transparency around specialists’ fees and patient outcomes are... Read more continue reading

Praemium AI innovation to enhance client adviser engagement

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Praemium has developed new platform functionality that provides advisers with knowledge and insights designed to enhance client engagement and strengthen the adviser-client relationship. In a platform industry first, Praemium’s innovation... Read more continue reading