La Trobe pooled mortgage fund rated by ZenithBY MARK SMITH | THURSDAY, 18 JUN 2015 12:20PMLa Trobe Financial's Pooled Mortgage's Option (PMO) has been given a "Recommended" rating by Zenith Investment Partners.
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Mega super fund opens first international office
Australian Retirement Trust (ART) has opened its first international office in London to build out a "leading global investment capability."
Impact Alpha Partners adds to board
The budding consulting firm has added the former chief executive of Blue Orbit Asset Management and U Ethical Investors' former head of ethics and impact.
How to win in today's wealth management industry: EY
To outperform in the wealth management industry, leaders must conquer several "underlying challenges" by 2030, according to an Ernst & Young (EY) report.
FSC expands financial advice membership
The Financial Services Council (FSC) is expanding its remit into the financial advice sector by adding six licensees to its network of members.
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 Sponsored by | Where do advisers invest their time?The stage 3 tax cuts have sparked discussions on bracket creep. Implementing a tax-effective investment strategy is crucial now more than ever. |
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Why advisers should consider offering general insurance to HNW clients
I have read many articles over the years about servicing high-net-worth (HNW) clients in the financial services industry.
The role of AI in financial planning: Insights from the US
Ever since ChatGPT burst onto the scene late last year, generative AI has been front and centre of business discussions and financial planning, just like ...
Considerations when nominating a charity for your super upon death
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The end of free money
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Fiona Mann
HEAD OF LISTED EQUITIES AND ESG
BRIGHTER SUPER
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Brighter Super head of listed equities and ESG Fiona Mann was shaped by a childhood steeped in military-like discipline and global nomadism. Andrew McKean writes.
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