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| | | Financial services consultant Rice Warner believes there are opportunities for wealth management professionals to capitalise on personal investments outside of superannuation and in a market not always readily recognised. In its Personal Investments ... |
| | | | Kaplan Professional, in partnership with the University of New South Wales, has launched a new diagnostic tool that will provide a scientifically validated assessment of an adviser's technical knowledge and skill. The tool, Kaplan-UNSW Global Diagnostic ... |
| | | | AMP subsidiary SuperConcepts has appointed an executive manager, SMSF technical and private wealth. Graeme Colley joins SuperConcepts from the SMSF Association, where he was director, technical and professional standards. Prior to that, he was national ... |
| | | | Legg Mason has appointed a new head of Australia. Andy Sowerby was previously executive director for sales, marketing and client service at Martin Currie, a position he held for 11 years. Prior to that, he was joint managing director at Investec Fund ... |
| | | | ... consumer interest groups, without calling a general meeting and conducting a member vote. "This is a critical time in the profession's development. AFA members need representation at the decision maker's tables. This change to the constitution would ... |
| | | | Leading managed account specialist, Implemented Portfolios has launched a branded individually managed account (IMA) service. The IMA solution allows Australian financial advisers and licensees to white-label the Implemented Portfolios IMA technology ... |
| | | | Over 90% of financial advisers and brokers are considering investing in smart beta strategies in the future, according to VanEck research. The research was based on a survey of 120 financial professionals and brokers working in an advisory capacity ... |
| | | | Institutional investors are calling for metrics to analyse companies' environmental, social, and governance (ESG) practices in the belief that these can correlate with positive financial performance. Michele Giuditta, associate director at global analytics ... |
| | | | Listed investment company WAM Research has reported record outperformance of 23.5% and healthy profit growth for the 12 months to 30 June. The investment portfolio increased 25.5%, outperforming its S&P/ASX All Companies All Ordinaries benchmark by ... |
| | | | AZ Next Generation Advisory has appointed a new general manager, financial planning. Adrian Ashton joins AZ NGA from Financial Keys, where he worked as a financial adviser. Prior to that, he was director of the licensee advice, mergers and acquisitions ... |
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