All Articles tagged with 'Robert Talevski'

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Activam expands to Netwealth with Multi-Asset SMA Range

From Activam Group

Activam Group, one of Australia’s fastest-growing boutique managed account providers, continues to strengthen its presence in the multi-asset SMA space with the launch of its MultiAsset Series SMA Portfolios on

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12 Jun 2025

Activam Group reports strong year-end performance across SMA portfolios

From Activam Group

Activam Group continues to deliver strong performance across its Multi-Asset Series SMA Portfolios, with impressive results for the past calendar year – to 31 December 2024. The Balanced Portfolio achieved

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06 Feb 2025

Activam announces winners of the 2024 Impact Awards

Activam is delighted to announce the winners of the 2024 Impact Awards, revealed during the 2024 act Conference Charity Gala Dinner and Awards Night. The Impact Awards celebrate exceptional achievements

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09 Sep 2024

Activam opens nominations for 2024 Impact Awards: Recognising excellence and impactful achievements in wealth management

The 2024 Impact Awards, focus on recognising excellence and impactful achievements in wealth management and financial services. These awards aim to highlight those who make a meaningful difference by encouraging

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14 Aug 2024

Activam Group delivers strong FY24 returns

From Activam Group

Activam Group is proud to announce the strong performance of its actively managed Multi-Asset Series SMA Portfolios, achieving significant returns for clients over the past financial year. Our High Growth

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01 Aug 2024

Powering the next generation of client reviews and recontributions on North

From North

North, one of Australia’s leading wrap investment platforms, has launched a new interactive tool for financial advisers through North Online, supporting client review reports. North Interactive allows advisers to visualise their

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07 Jun 2024

Continued demand drives expansion: Activam Group launches Multi-Asset Series SMA Portfolios on North Platform

From Activam Group

Activam Group is excited to announce the launch of the Activam Multi-Asset Series SMA Portfolios on North Platform, reflecting a growing adviser demand for diverse, high-performing managed portfolios with a

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07 Jun 2024

Earn CPD Points

CPD: Australian bank hybrids – navigating the transition to alternative income sources
Key takeaways Expanding beyond domestic hybrids to a global fixed income opportunity set can unlock better returns and greater diversification. To match the expected return from hybrids, only 25% of [...]
CPD: Climate – the $50 trillion investment opportunity
For advisers and their clients, few themes rival the scale, urgency and long-term significance of climate change. Just as the rise of the internet revolutionised global markets over the past [...]
CPD: Ethics and inappropriate advice
Inappropriate financial advice exists on a spectrum, ranging from relatively minor oversights to serious breaches of professional duty. At one end, a client may simply misunderstand or misrepresent their risk [...]
CPD: Cookie-cutter financial advice – lessons for advisers
Introduction “Cookie-cutter” advice refers to generic, templated financial advice that is not tailored to an individual client’s circumstances. Because they are not personalised to a client’s ‘objectives, financial situation and [...]
CPD: Tax and philanthropy
Philanthropy offers a dual advantage: it supports charities, not-for-profits, and community groups while also providing tax benefits to the donor. This article, proudly sponsored by Allianz Retire+, examines the benefits [...]