AFA Adviser of the Year and Practice of the Year Finalists Announced

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The Association of Financial Advisers (AFA) and Zurich have announced the finalists for the AFA Adviser of the Year Award and the AFA Practice of the Year Award for 2018.... Read more continue reading

Tribeca launches IPO for Long Short Global Natural Resources LIC, Raising $250M

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Australian boutique fund manager Tribeca Investment Partners (Tribeca) has opened its initial public offer (“IPO”) for a new listed investment company, Tribeca Global Natural Resources Ltd (the “Company” or “LIC”).... Read more continue reading

Sam Zervides elected IPA Victorian President – committed to making a difference in a challenging future 

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The Institute of Public Accountants (IPA) is a great member organisation according to recently elected IPA, Victorian president and Australian Wealth Solutions (AWS) principal, Sam Zervides. “I am looking forward... Read more continue reading

Weekly market update – week ending 31 August, 2018

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Investment markets and key developments over the past week The past week saw most share markets rise helped by US shares pushing further into record territory, but gains were capped... Read more continue reading

Australian retirees lead the world when it comes to savings risks

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Despite the nation having one of the highest savings rates in the world thanks to its compulsory superannuation system, a closer look at Australian retirement funds revealed they contained on... Read more continue reading

Nikko Asset Management Australia and ARK Investment Management launch global disruptive innovation fund

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Nikko Asset Management Australia Limited (“Nikko AM Australia”) and US-based ARK Investment Management LLC (“ARK”) have announced the launch of the Nikko AM ARK Global Disruptive Innovation Fund (“Fund”), a... Read more continue reading

AMP Capital expands infrastructure equity team with senior appointment

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AMP Capital has announced a senior appointment to its Community Infrastructure team as it continues to grow its infrastructure equity business. Daniel Pilbrow has joined AMP Capital as an Associate... Read more continue reading

Taxing times for Australian expats overseas

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Many Australians dream about living and working overseas, but before packing their bags people need to think about what steps to take to ensure they don’t end up with a... Read more continue reading

Where to now: Australia’s advice industry at a tipping point?

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After more than a decade working with Australia’s leading institutional players, Milliman is bringing its unique experience, sophisticated tools and big-picture thinking to bare for Australia’s advice community in an... Read more continue reading

Praemium launches 3 new SMA partnerships

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Leading Managed Accounts provider Praemium is pleased to announce three new SMA partnerships, Thornton Group, Advisory Partners and Providence Wealth. In addition to these new partnerships, Praemium has added a... Read more continue reading