AFA calls for more vision for life insurance

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Twelve months on from the release of ASIC Report 413 into Retail Life Insurance Advice, the issues to be resolved by the Life Insurance Framework (LIF) need greater focus and... Read more continue reading

Lonsec assigns rating to AllianceBernstein Global Equities Fund

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Global asset manager AB (AllianceBernstein) announced yesterday that investment research house Lonsec has assigned a rating to the AllianceBernstein Global Equities Fund. The Fund takes an active core approach that seeks... Read more continue reading

David Smith appointed Chairman of FPT Wealth

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FPT Wealth is pleased to welcome respected accounting professional David Smith as Chairman. “David has had a long and distinguished career working with the accounting industry, including a partner role... Read more continue reading

Reporting season: peering past the macro noise

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Due to continuous disclosure, reporting season is chiefly an opportunity for companies to relay their outlook to the market. Having said this, the level of detail provided by management is... Read more continue reading

Save your customer’s retirement with the ‘Fee Cost Calculator’

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Most people don’t realise that a seemingly small fee of just 1% on your investments can result in you losing more than 20% of your balance over 40 years, and... Read more continue reading

Weekly market update – week ending 9 October, 2015

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Investment markets and key developments over the past week The past week has seen the rebound in share markets and other growth related assets gather pace led by US shares... Read more continue reading

Crystals and investor worries as we go from seasonal weakness to strength

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Key points Risks regarding China and the Fed may be receding a bit for now but there remains plenty to keep an eye on including the risk of an “accident”... Read more continue reading

Executive changes at Equity Trustees

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Equity Trustees (ASX: EQT) has announced the appointment of Philip Gentry as Chief Financial Officer. Mr Gentry replaces Terry Ryan, who earlier this year advised that he would be retiring... Read more continue reading

AFA 2015 National Adviser Conference – Meet the Professionals and Meet the Innovators

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The Association of Financial Advisers (AFA) is again running its hugely successful Meet the Professionals and Meet the Innovators roundtables at the 2015 AFA National Adviser Conference in Cairns (the... Read more continue reading

Invast research points to Chinese boost for property prices

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Brokerage firm Invast Australia in its October 2015 Investment Committee Monthly Outlook predicts ongoing volatility for financial markets and the possibility of lower official interest rates in Australia this year,... Read more continue reading