Adviser education framework re-imagined and re-engineered

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The adviser education framework will be completely re-engineered under a collaborative approach being taken by the Association of Financial Advisers (AFA). Campus AFA General Manager, Nick Hakes said to create... Read more continue reading

Referrals to Synchron Medical quadruple in 12 months

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Referrals to Synchron Medical, a service established to help Synchron advisers manage and monitor medical requirements for insurance clients, have more than quadrupled in a 12-month period. “In 2015, there... Read more continue reading

Global snapshot – July 2017

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The Janus Henderson Global Snapshot explores the themes and trends to watch across key global markets. Market drivers Australia: Off to a soggy start Poor weather was a factor behind GDP... Read more continue reading

Post-1 July super changes – where are the opportunities?

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Neil Rogan, General Manager for Investment Bonds at Centuria says tax-effective plans to invest savings outside of super could be the best response to recent changes. “In line with the... Read more continue reading

Suitebox accelerates global expansion, appoints chief revenue officer

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SuiteBox, the global provider of Digital Workspace solutions for professionals, is delighted to announce the appointment of Matt Cave to the newly created role of Chief Revenue Officer. Matt has... Read more continue reading

Investment Trends 2017 Planner Technology Report – the door is open for tech savvy providers to stake their claim

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Key highlights from the Investment Trends 2017 Planner Technology Report: Financial planners’ needs are evolving, but technology providers are struggling to keep pace. The door is open for tech savvy... Read more continue reading

Bias away from long term investing raises concerns: PM Capital

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A new survey by PM Capital shows investors struggle to take a long-term approach to meet their expectations, while also having a very optimistic view towards global equity markets. PM... Read more continue reading

Centuria settles on $106 million unlisted fund, bringing FUM to $4 billion

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Centuria Capital Group (“Centuria” or ASX: CNI) is pleased to announce $106 million acquisition of 1231 Sandgate Road, Brisbane (the “Property”) and CNI total funds under management (FUM) to increase... Read more continue reading

Countplus announces inaugural Harvard Business School Scholarship

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In honour of founder, Barry Lambert, Countplus has announced the creation of the Barry Lambert Harvard Business School Scholarship. The scholarship acknowledges Mr Lambert’s significant contribution over the last 50... Read more continue reading

Australian Ethical Investment announces $128 million inflow

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Leading ethical investment and superannuation provider Australian Ethical Investment Limited (ASX: AEF) has announced it has received an inflow of $128 million from Australian Catholic Superannuation & Retirement Fund into... Read more continue reading