Written on Mar, 30, 2017 by in

Perennial Value launches microcap trust Money Management Funds managementPerennial Value has launched a new investment trust to meet demand for microcap strategy by offering a portfolio in sub $500 million companies. Oksana Patron –

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Written on Mar, 30, 2017 by in

UTS and PortfolioConstruction Forum launch IMR scheme Money Management Funds managementThe University of Technology Sydney and PortfolioConstruction Forum have launched Investment Management Research Programme. Oksana Patron –

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Written on Mar, 30, 2017 by in

Bloch returns from US to head up Pillar business Money Management SuperannuationFormer Financial Planning Association chief executive, Jo-Anne Bloch is returning to Australia to head up Mercer’s recently-acquired Pillar Administration business. MikeTaylor –

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Expansions lead to finance job increase Money Management Financial planningAn increasing number of business projects and company expansions have led to an uptick in finance and insurance jobs as companies demand more finance personnel. Malavika Santhebennur –

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FSC recognises life insurance industry at awards night Money Management Financial planningFive awards have been presented to talent in Australia’s life insurance industry at a gala dinner held in Sydney last night as part of the Financial Services Council Life Insurance Awards. Hope William-Smith –

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Three months left for transitional registration: TPB Money Management Financial planningThe Tax Practitioners Board has put out a reminder to financial planners to apply for transitional registration ahead of the 30 June deadline. Hope William-Smith –

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O’Dwyer keeps powder dry on super defaults reform Money Management SuperannuationThe Minister for Revenue and Financial Services, Kelly O’Dwyer has confirmed the Government’s desire to pursue a comprehensive overhaul of the superannuation system. MikeTaylor –

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Extracting advice from super saved “billions” Money Management SuperannuationA superannuation roundtable has been told that extracting inbuilt advice from superannuation saved billions of dollars. MikeTaylor –

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Written on Mar, 30, 2017 by in

Practice Management Series – Ross Barnwell (NAB) Money Management What separates the best financial planners from the rest? Ross Barnwell, GM Advice Partnerships at NAB, offers his expertise on overcoming the regulatory burden faced by today’s advisers, and tips on delivering an exceptional client experience. Patrick Buncsi –

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Practice Management Series – Clifton Warren (Part Two) Money Management Clifton Warren, respected financial services coach and author, discusses the value of seeking referrals from LinkedIn and reveals why other social media platforms are ‘overrated’. Anonymous –

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