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Last chance to attend Chief Economists Forum

DARREN SNYDER  |  FRIDAY, 13 JAN 2017
... The 2017 Financial Standard Chief Economists Forum is once again set to unveil the thoughts and forecasts from some of the top economic minds in Australia and the globe. Held at The Westin Sydney on 31 January and Grand Hyatt Melbourne on 2 February ...

Asia-Pacific comes out on top in unlisted real estate

ALEX BURKE  |  THURSDAY, 12 JAN 2017
Unlisted real estate funds in the Asia-Pacific region, and Australia in particular, performed strongly against their US and European peers towards the end of 2016. According to the Global Real Estate Fund Index, Asia-Pacific returned 2.94% in the third ...

Aon Master Trust appoints new leader

DARREN SNYDER  |  WEDNESDAY, 11 JAN 2017
... intellect and passion for the industry will drive a new way of delivering the Trust to the market - with the client always top of mind." Dean joined Aon Hewitt in 1997 and was appointed a director of Aon Superannuation in 2012. She is a member of the ...

Spending and debt, Australia's biggest test

JAMIE WILLIAMSON  |  TUESDAY, 10 JAN 2017
... their level of household debt. The study was undertaken in December and surveyed 1000 Australians, finding that saving is the top priority (34%) this year, while 25% are hoping to minimize their debt. More than 20% of respondents said their main focus ...

Sydney planners topping salary figures

ALEX BURKE  |  MONDAY, 9 JAN 2017
Based on data available from Melbourne, Adelaide and Sydney, financial planners working in the latter city earn more than their interstate peers. The 2017 Robert Walters Salary Survey found that Sydney planners can expect to earn up to $160,000 annually ...

BT doubles wrap market share

JAMIE WILLIAMSON  |  MONDAY, 9 JAN 2017
Master funds grew $57.9 billion in the year to 30 September 2016, now totalling $713.4 billion. According to the latest figures from Strategic Insight, the surge was largely driven by a strong September quarter which saw funds under management rise ...

First-mover advantage key to smart beta ETFs

MICHELLE BALTAZAR  |  MONDAY, 9 JAN 2017
... reflecting a high 31.7% market share. Vanguard is second with US$83 billion and Wisdom Tree third with US$58 billion. These top three players hold 66% of the entire market. Acorns Grow Australia managing director George Lucas, said the growth of the ...

Trump keeping M&A on a leash

ALEX BURKE  |  FRIDAY, 6 JAN 2017
... 2007 - it was 18.1% down on 2015, which Mergermarket attributed to "a series of political shockwaves." The US remained the top spot for M&A deals, both by deal number and value (4951 deals, US$1.5 trillion), with a particular focus on the energy, mining ...

Defining DB for advisers

JAMIE WILLIAMSON  |  WEDNESDAY, 4 JAN 2017
Defined benefits are an increasingly hot topic for financial advisers, with clarification around non-account based pensions leading queries to the BT Advice Technical team. According to BT's technical consultant Tim Howard, the team saw a growing interest ...

Guest of honour

ALEX BURKE  |  TUESDAY, 3 JAN 2017
... either that or the tax office. CBA and the tax office would leapfrog each other in terms of pay-rises, and back then CBA was on top, so that was the extent of my decision-making process as a teenager." Lambert describes himself as "always being good ...