Merry Christmas and Happy New Year from AdviserVoice

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Wishing you a safe and happy festive season. Thank you for being part of the AdviserVoice community in 2017. We look forward to bringing you the latest Australian Financial Services... Read more continue reading

Australian HNW investor numbers on the rise: Investment Trends

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Investment Trends has released its flagship 2017 High Net Worth Investor Report, the largest annual study of Australia’s wealthiest investors. The report, now in its tenth year, concluded in September... Read more continue reading

BGL partners with Ignition Wealth to provide SMSF appropriateness advice solution for accountants

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BGL Corporate Solutions, Australia’s leading developer of SMSF administration and ASIC corporate compliance software solutions, is pleased to announce a new partnership with Ignition Wealth, Australia’s leading digital financial advice... Read more continue reading

The Fed hikes again, still gradual but likely to be a bit faster next year – implications for investors and Australia

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Key points The Fed has raised interest rates for the fifth time since first raising rates this cycle two years ago, taking the Fed Funds rate from a range of... Read more continue reading

FPA welcomes FASEA’s proposed guidance on qualification pathways for existing planners

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The Financial Planning Association of Australia (FPA) welcomes the Financial Adviser Standards and Ethics Authority (FASEA) announcement that provides clarity on incoming mandatory education pathways for existing financial planners. The... Read more continue reading

Alex Rolfe Joins William Blair as Head of Australia and New Zealand Institutional Distribution

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William Blair has announced the appointment of Alex Rolfe as the head of Australia and New Zealand institutional distribution. Mr. Rolfe will be responsible for business development and consultant relations activities... Read more continue reading

Investor demand prompts accessible alternative beta funds

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Australian financial advisers are demanding low-cost, easily accessible alternative beta strategies as they seek to diversify portfolios and reduce their correlation to equities in face of ongoing concerns around risk.... Read more continue reading

Continued growth and enhanced service offering sees APIR expand client servicing team

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APIR Systems has appointed Andrew Dyster to the newly created role of general manager client development. Mr Dyster will be based in Sydney, and will report to the chief executive officer,... Read more continue reading

FPA submission supports strengthening penalties for unlicensed operators

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The Financial Planning Association of Australia (FPA) has submitted recommendations to the ASIC Enforcement Review to increase the proposed penalty for unlicensed operators, to support the professionalisation of the financial... Read more continue reading

Legg Mason’s global bond fund grows  

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Launched less than a year ago, Legg Mason Western Asset Global Bond Fund crosses $100million in funds under management, awarded ‘Recommended’ rating from Lonsec. Legg Mason, one of the world’s largest... Read more continue reading