GAM Systematic wins mandate in Australia

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GAM Investments yesterday announced the win of a new Australian mandate for its GAM Systematic Alternative Risk Premia strategy. AMP Capital, one of Australia and New Zealand’s leading specialist wealth... Read more continue reading

Fitzpatricks chooses HUB24 for platform solution

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After a rigorous market review Fitzpatricks Private Wealth, one of Australia’s largest privately-owned licensees with over 75 authorised representatives, has selected leading financial services firm HUB24 (ASX:HUB) as its platform... Read more continue reading

Equity Trustees appoints US representative

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Equity Trustees has opened the door for a smooth and easy path for US fund managers aspirations to enter the European and Australian markets by appointing a resource on the... Read more continue reading

Fed interest rate decision – commentary from Charles Schwab Australia

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Lachlan McPherson, Senior Investment Consultant at Charles Schwab Australia, said: “The US economy has moved from strength to strength in 2018, with consumer and business confidence continuing to rebound. In... Read more continue reading

Proposed increase in SMSF members from 4 to 6

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In the 2018 Federal Budget the Government proposed increasing the limit on the maximum allowable number of members in an SMSF (and a Small Apra Fund or SAF) from four... Read more continue reading

New LRBA rules to apply after 1 July 2018

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A new piece of legislation giving effect to proposed measures announced during the 2018 Budget in respect of limited recourse borrowing arrangements (‘LRBA’) is currently being discussed by Parliament. What... Read more continue reading

AMP Capital awards a new risk-premia mandate to GAM

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AMP Capital has awarded an initial $135 million risk-premia mandate to GAM Investments, one of the world’s leading independent, pure-play investment managers. This mandate is for the GAM systematic alternative... Read more continue reading

TAL receives global recognition for industry-first underwriting innovation

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TAL, Australia’s leading life insurance specialist, has been recognised as an industry-leading innovator at the Efma Accenture Innovation in Insurance Awards, winning the 2018 Silver Award in Artificial Intelligence for... Read more continue reading

QMV appoints principal consultant

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Wealth management consulting and technology firm QMV has appointed Wendy Colaço to the position of principal consultant. In the role she will lead the existing team in the Sydney office,... Read more continue reading

Productivity Commission’s “best in show” would hamstring advice and stymie innovation

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On May 29, the Productivity Commission released their draft report on efficiency and competitiveness in the superannuation industry. The draft report starts to focus on a process that commenced in... Read more continue reading