Intel

For those who need to be in the know. Covering everything from changes in the financial advice and superannuation industry, to understanding how the global leaders are innovating to navigate the constantly evolving conditions. Expect profiles on leading advisers, pension funds and managers alongside unique opportunities.

Exploring the benefits of factor investing

You’ve probably heard of “factor” investing but might be unsure of what it is and how it works. In this article we’ll go through the basic principles of factor investing with reference to Invesco’s recent white paper, “The Five Principles

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Resilience when it counts

When the going gets tough. As a financial adviser responsible for allocating your clients’ capital, COVID-19 presented sudden and unexpected challenges for most asset classes. Risk assets took an alarming hit but rebounded strongly, while defensive assets were mixed, with

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Complii acquires PrimaryMarkets

Complii (ASX.CF1) – Last week, the web-based compliance solution platform bought private-company trading platform PrimaryMarkets, as a complementary business. Complii’s platform is used by stockbrokers and advisers to help automate the checking and processing compliance obligations needed to fulfill and

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Daintree launches global hybrid fund

Daintree Capital, the boutique investment management firm that specialises in building fixed income portfolios, has launched a new global bank hybrid fund at an opportune time. In a world of low interest, finding attractive investments with a decent yield without

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Matt Rady’s big new job

Having left the ambitious specialist retirement start-up of the Allianz Insurance group, Allianz Retire+, in July, Matt Rady was this week named as CEO of BT Financial Group. Rady became the inaugural CEO of Allianz Retire+ in June 2018, after

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When disenchantment follows the honeymoon

In the Allianz Retire+ five phases of retirement, wedged between phases three, ‘liberation’, and four, ‘reorientation’, comes ‘disenchantment’. It is often the most challenging and important for an adviser to manage. In a webinar last week (September 8), Alex Brown,

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Pinnacle acquires Winston Capital Partners

Pinnacle Investment Management (Pinnacle) a multi-affiliate investment management firm with over $89 billion in assets under management has acquired Winston Capital Partners for an undisclosed sum. Winston Capital Partners was founded by Stephen Robertson and Andrew Fairweather who had been

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Fighting the bull

The environment has seemingly never been better for investors. After an incredible collapse in 2020 sharemarkets have staged a remarkable comeback, with the likes of the Nasdaq Composite Index near-doubling from their lowest 2020 levels. Buoyed by monetary policy, excess

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How to save 48 days of admin per year

Managed accounts have been around for close to two decades, but they’ve only just started to take off. That charge is being led by financial planners and IFA’s who are shifting away from direct shares. In-fact managed accounts now make

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Resilience when it counts

When the going gets tough. As a financial adviser responsible for allocating your clients’ capital, COVID-19 presented sudden

More »

Complii acquires PrimaryMarkets

Complii (ASX.CF1) – Last week, the web-based compliance solution platform bought private-company trading platform PrimaryMarkets, as a complementary

More »

Matt Rady’s big new job

Having left the ambitious specialist retirement start-up of the Allianz Insurance group, Allianz Retire+, in July, Matt Rady

More »

Fighting the bull

The environment has seemingly never been better for investors. After an incredible collapse in 2020 sharemarkets have staged

More »

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