knowIT Group rebrands Strategy Steps’ Desk Caddie as wealthdigital

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knowIT Group has rebranded Strategy Steps’ Desk Caddie as wealthdigital and enhanced and refreshed the website in order to deliver better work solutions for advisers. “The new features will help... Read more continue reading

Dry powder hits new record high as private equity continues to outperform, but competition for assets will require added skill to source deals and create value

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According to Bain & Company’s eighth annual private equity report, firms have to get smarter about how to differentiate themselves in a challenging fund-raising environment. Global markets experienced a roller-coaster... Read more continue reading

Weekly market update – week ending 3 March, 2017

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Investment markets and key developments over the past week The past week saw US, European and Japanese shares rise helped by strong US forward looking data, signs that the Fed... Read more continue reading

#BeBoldForChange – AFA Inspire celebrates International Women’s Day

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The Association of Financial Advisers (AFA)’s powerhouse for women in financial advice, AFA Inspire, is calling on the financial services industry to #BeBoldForChange, in support of International Women’s Day (IWD),... Read more continue reading

Tribeca rated number one performing hedge fund in the world

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The Tribeca Global Natural Resources Fund has been ranked the number one performing hedge fund in all strategies globally in the 2017 Preqin Global Hedge Fund report*. The fund is... Read more continue reading

Globalisation, trade, and the future of work

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Vanguard’s Global Chief Economist, Joseph Davis Ph.D., spoke to Australian financial advisers this week, explaining the forces driving change in the global economy and highlighting the future trends that will... Read more continue reading

Market response to Trump’s speech doesn’t change policymaking realities

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The market’s overwhelmingly favorable reaction to President Trump’s first speech to a joint session of Congress was not necessarily surprising: President Trump veered away from the more protectionist and nationalistic... Read more continue reading

Ignition Wealth survey offers advisers a chance to win sold out Adele tickets

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Ignition Wealth Head of Sales and Marketing, Richard Liverpool initiated a series of Ignition Wealth Surveys in 2016, seeking to delve deeper into the financial technology needs of Australian financial... Read more continue reading

Omniwealth Advisory Services launched to assist clients work smarter with their banks with proposed July 2017 rule changes

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The Carnell Inquiry into small business loans recommends changes to how banks deal with small business customers. “In the event that the changes are adopted, banks will have to communicate... Read more continue reading

Direct life insurance – If it seems to good to be true, it probably is

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Buying life insurance over the phone or online after just a handful of questions should set off alarm bells, the Association of Financial Advisers (AFA) warns.  It means the policy... Read more continue reading