Regulatory change not the only threat to advisers’ businesses

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Do you think the market and the changing legislation is the only threat?  Portfolio management is getting easier for all. Next time you’ve got a few minutes to spare, enter the following words into your favorite search engine –investment portfolio management software. You’re likely to get in excess of ten pages of site listings which […]

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Three new Vanguard ETFs quoted on the ASX

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Three new Vanguard Exchange Traded Funds (ETFs) will this morning be officially quoted for trading on the Australian Securities Exchange (ASX). Tapping into investor and adviser demand for simple, low cost and transparent investment solutions, ETF take-up in Australia has grown 70 per cent per annum over the past three years, to nearly $5 billion1 […]

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Investment Briefing March 2011: Japan

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When catastrophe strikes somewhere in the world and many lives are lost, and the human suffering is unbearable for all involved, questions about the economic cost of the disaster and the impacts on financial markets inevitably arise, and they require an answer. There is always the danger that commenting on the economic and market impacts […]

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Insync FM Doesn’t Hold Banks in its Global Portfolio – Why not?

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Insync FM Would Also Find it Difficult to Hold Australian Banks in a Global Fund Given: Their overweight home loan portfolios Their regional outlook Their recent dividend performance Sydney-based international equities manager, Insync FM, does not hold any banks in its 25-stock portfolio of the Insync Global Dividend Growth Fund. Why is that? For Insync […]

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Time to go Overweight on Energy Stocks – Without Having to Pick Winners

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Energy Sector ETF Allows Investors to Tilt Their Portfolios for Capital Growth Australian-owned sector ETF provider, Australian Index Investments (Aii), believes that with the growth in energy costs worldwide that it might be time for investors to tilt their portfolios towards this growth sector. With a basic underlying energy shortage, rising global demand and revolution […]

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‘Next Generation’ of financial advice shows industry the way ahead

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Leading wealth advisory firm Centric Wealth today announced an integrated new portfolio management approach that represents a step change in the delivery of professional financial advice in Australia. Years in development, the ‘Next Generation’ approach combines a robust investment philosophy and framework with quality advisers, expert research, investment personnel and strong supporting technology and systems. […]

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Cash flowing back to ING PEAL

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Listed investment company, ING Private Equity Access Limited (ASX code: IPE), has announced that another two of its underlying private equity investments will be returning cash to the company. In a significant deal for the private equity sector, Archer Capital has announced an agreement to sell the Cellarmasters Group to Woolworths Ltd for an enterprise […]

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Defensive strategies drive allocations for Implemented Portfolios

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Implemented Portfolios’ Asset Allocation and Investment Committee (AAIC) has affirmed defensive positioning strategies for its five model portfolios as developed markets continue to show subdued growth outlooks in the committee’s 10 year growth forecast. In its first quarter update to investors, the AAIC has decided to maintain a neutral stance on Australian equities, hold an […]

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Investors call for more transparent products

Aviva Investors has seen an overwhelming response from financial advisers to its Separately Managed Account (SMA) offering. Since being released in November last year, Aviva Investors Direct SMAs have been added to approximately 100 Approved Product Lists (APLs), including several multi-national dealer groups. Aviva Investors Direct SMA product offering was developed following extensive consultation between […]

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Global financial leaders offer optimistic outlook for markets

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PortfolioConstruction Forum Markets Summit 2011 provides investors with valuable insight from the experts Top financial services experts provided investors with an optimistic view of the current financial climate at the PortfolioConstruction Forum Markets Summit 2011 which took place in Sydney yesterday. Having reflected on the current economic position of the world, experts from around the […]

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