Insight Investment comments on the new Mexican president

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Rob Simpson, emerging market fixed income portfolio manager at Insight Investment, part of BNY Mellon IM says: “When Obrador (AMLO) was elected the next president of Mexico last summer, investors... Read more continue reading

Australia’s top performing financial planners honoured at FPA Congress 2018

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The Financial Planning Association of Australia (FPA) announced the winners of the 2018 FPA Awards and Gwen Fletcher Memorial Award at the FPA Professionals Congress event in Sydney. Taking out... Read more continue reading

New online matching service pairs people with planners

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A new ‘Find a Planner’ online matching service planned for release in early 2019 was announced by the Financial Planning Association of Australia (FPA) at its annual FPA Professionals Congress... Read more continue reading

Fintech Buyers Guide helps financial planners decide what and if technology will help them

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The Financial Planning Association of Australia (FPA) has released its FPA Fintech Buyers Guide and Checklist at the 2018 FPA Professionals Congress. The package includes a Technology Assessment Checklist and... Read more continue reading

Platform outlook strong

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Challenger platforms will continue to benefit from industry concerns around integrated wealth management, according to Powerwrap Limited CEO Will Davidson. Mr Davidson told the Powerwrap annual general meeting in Melbourne... Read more continue reading

The five-year evolution: what’s the next frontier for SMSFs?

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The adoption of new technology and more education will be critical for the future of SMSF sector, according to an industry expert panel held as part of SMSF Week. The... Read more continue reading

Insurer grows team, as MetLife Protect gains momentum

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MetLife Australia has announced four new appointments to the retail sales team, as the recently launched MetLife Protect retail product gains momentum in the adviser market. MetLife has made key... Read more continue reading

FASEA releases Code of Ethics legislative instrument

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FASEA has released its legislative instrument for the Code of Ethics standard for consultation. The legislative instrument was informed from consultation received through 37 formal submissions during FASEA’s consultation process... Read more continue reading

JCB appoints ex Hong Kong Monetary Authority portfolio manager as its Deputy CIO

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Jamieson Coote Bonds (JCB), specialist high grade bond manager, has hired ex Hong Kong Monetary Authority portfolio manager, Duangjai (Kate) Samranvedhya as its new Deputy Chief Investment Officer. Kate will... Read more continue reading

Strong start for new Future2 Foundation Chair

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The Future2 Foundation welcomes its new Chair, Ms Petra Churcher, AFP® to lead the philanthropic arm of the Financial Planning Association of Australia (FPA) into the next chapter of its... Read more continue reading