Be selective with your fixed income in this late cycle phase

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“Investors repositioning risk for a correction due to this late cycle economic environment are turning to less riskier assets like fixed income, however what we see time and again of... Read more continue reading

ASIC’s review of direct life insurance finds high cancellation rates and poor claims outcomes

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ASIC’s review of direct life insurance sales has found that sales practices and product design are leading to poor consumer outcomes. ASIC’s Report 587 released today reveals that: Consumers are cancelling their... Read more continue reading

Global infrastructure an overlooked opportunity for investors

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While big institutional investors such as superannuation funds have long recognised the benefits of infrastructure as an investment option, retail investors often don’t believe they can readily access infrastructure projects... Read more continue reading

AFA rising star finalists announced 

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The Association of Financial Advisers (AFA) and ANZ Wealth have announced the six finalists in the 2018 AFA Rising Star of the Year Award (the Award). Now in its 14th... Read more continue reading

Local Government Super awards $440 million ESG investment mandate to PIMCO

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Local Government Super (LGS) has announced that it has awarded a new fixed-income ESG mandate to investment manager, PIMCO. Under the mandate, PIMCO will manage approximately AUD$440 million across global... Read more continue reading

ASIC publishes a review of reverse mortgage lending

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A review by ASIC has found that reverse mortgages are allowing older Australians to achieve their immediate financial goals – improving their lifestyles in retirement – but longer-term challenges exist.... Read more continue reading

TAL waives insurance premiums for drought affected farmers

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From 1 September 2018, TAL will be waiving insurance premiums for drought affected farmers in New South Wales (NSW) and Queensland. The waiver will be available to existing TAL customers holding... Read more continue reading

Lipman Burgon & Partners appoints JP Morgan’s Alex Pikoulas to new Investment Centre of Excellence

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Boutique wealth management firm Lipman Burgon & Partners has announced the appointment of top institutional investing talent Alex Pikoulas to the newly created role of Portfolio Manager. Mr Pikoulas has... Read more continue reading

OneVue is selected to deliver Allan Gray platform

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OneVue has been providing managed fund administration services to Allan Gray since 2014. We are pleased to announce that we have broadened our relationship and are building a private labelled... Read more continue reading

ASIC requires Morgan Stanley Wealth Management Australia to amend false claim of independence

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ASIC has required Morgan Stanley Wealth Management Australia Pty Ltd (MSWMA) to amend a false claim of independence that could mislead consumers and investors. The claim was made in an... Read more continue reading