Category: Latest Media Releases

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  • Balanced investor profile undergoes allocation shift

    MEDIA RELEASE: The long-held 60/40 asset allocation rule is no longer adequate if Australians are to retire comfortably, with an 80/20 ratio of risky vs secure

    Jun 24, 2021 Latest Media Releases

    WealthO2 launches app on Apple and Android for clients

    MEDIA RELEASE: WealthO2 has launched an app on both Apple and Android to provide advisers and their clients with more flexible and streamlined access to their

    Jun 23, 2021 Latest Media Releases

    4D appoints new investment analyst

    MEDIA RELEASE: 4D Infrastructure has strengthened its investment team with the appointment of Gaspard Bidot to the position of investment analyst. Mr Bidot will be responsible

    Jun 22, 2021 Latest Media Releases

    Women lead jobs recovery but gender equality progress is slow

    MEDIA RELEASE: The financial progress of Australian women appears back on track thanks to a female-led job’s recovery from the Coronavirus pandemic but there is still

    Jun 19, 2021 Latest Media Releases

    Investors wary of emerging investment risks

    MEDIA RELEASE: The market continues to shift from the hope to the growth phase as the Australian economy rebounds from the shock of the COVID-19 pandemic

    Jun 17, 2021 Latest Media Releases

    Schroders brings together its private assets capabilities

    MEDIA RELEASE: Schroders has united its specialist private assets investment capabilities under the newly launched Schroders Capital brand, created to deliver an enhanced service for its

    Jun 11, 2021 Latest Media Releases

    Zenith introduces dedicated index fund rating

    MEDIA RELEASE: Investment research consultancy Zenith Investment Partners has launched a framework specifically for rating index funds, with the first ratings now available through its adviser

    Jun 11, 2021 Latest Media Releases

    GQG Partners hits 5-year anniversary

    MEDIA RELEASE: GQG Partners, a boutique investment management firm headquartered in Ft. Lauderdale, FL, celebrates its fifth anniversary this month and announces eight new partners. Founded

    Jun 5, 2021 Latest Media Releases

    Fidelity International introduces new flexible ‘dynamic working’

    MEDIA RELEASE: Fidelity International is to offer employees the opportunity to work more flexibly as part of a new ‘dynamic working’ policy, which comes into effect

    Jun 4, 2021 Latest Media Releases

    New appointment to Ignition Advice board

    MEDIA RELEASE: Paul McMahon has joined the board of digital advice provider Ignition as non-executive director for Ignition Advice UK Limited. Mr McMahon has over 35

    Jun 4, 2021 Latest Media Releases

    Greater product innovation needed in retirement strategies

    MEDIA RELEASE: The advice industry is being hampered by the lack of innovation on the types of retirement products available to those nearing retirement age, according

    Jun 1, 2021 Latest Media Releases

    UK wealth manager appoints Ignition

    MEDIA RELEASE: UK wealth manager M&G Wealth has appointed Ignition Advice for delivery of its digital advice offering for its advisers and customers which will automate

    Jun 1, 2021 Latest Media Releases

    Changing portfolio trends driven by ESG and active management

    MEDIA RELEASE: The investment environment of the past 30 years is irrevocably changing, with adherence to the traditional 60:40 portfolio allocation breaking down, and the rise

    Jun 1, 2021 Latest Media Releases

    Quay wins fourth Money Management award

    MEDIA RELEASE: For the fourth year in a row, Quay Global Investors has been named the Money Management Fund Manager of the Year in the Global

    May 29, 2021 Latest Media Releases

    WealthO2 responds to Super Simplifier demand

    MEDIA RELEASE: WealthO2 has lowered the administration fee on its Super Simplifier by 3.3 basis points, capping fees at $1760 per member or $3630 across six

    May 25, 2021 Latest Media Releases

    Year of COVID requires early tax planning

    MEDIA RELEASE: Australians should be reviewing tax planning strategies now and not wait until the end of the financial year if they are to maximise returns

    May 25, 2021 Latest Media Releases

    2021 MAX Awards nomination

    PritchittBland Communications has been nominated as Public Relations Agency of the Year in the 2021 MAX: Marketing, Advertising and Sales Excellence Awards! Click here to

    May 24, 2021 Latest Media Releases

    APIR to pilot centralised TMD data offering

    MEDIA RELEASE: Financial services utility, APIR Systems, will be conducting a pilot program this week to showcase its ability to house a centralised Target Market Determination

    May 18, 2021 Latest Media Releases

    EM investment key to sustainability goals

    MEDIA RELEASE: While impact investing has evolved to become a mainstay for global investors, more work is required by corporates and governments of emerging markets (EM)

    May 18, 2021 Latest Media Releases

    APIR welcomes federal budget commentary

    “APIR welcomes the Federal Budget announcement that the Government will address the tax and regulatory framework necessary for corporate collective investment vehicles (CCIV), and the

    May 13, 2021 Latest Media Releases

    Fidelity International expands sustainable investing team

    MEDIA RELEASE: Fidelity International has appointed Gabriel Wilson-Otto as Director, Sustainable Investing, based in Hong Kong. In this new role, Gabriel will work with Fidelity’s investment

    May 12, 2021 Latest Media Releases

    GQG Partners appoints head of compliance

    MEDIA RELEASE: GQG Partners has appointed Alison Smith to the newly created role of compliance officer.  The role will be based in GQG Partners’ Sydney office

    May 11, 2021 Latest Media Releases

    Schroders launches China equity fund in Australia

    MEDIA RELEASE: Schroders has launched a China equities fund for Australian investors, providing local access to one of the fastest growing economies in the world. The

    May 7, 2021 Latest Media Releases

    Zenith boosts business development team with new hire

    MEDIA RELEASE: Zenith Investment Partners has appointed James Curnow to the position of business development manager, responsible for growing the investment consultancy’s managed accounts footprint in

    May 6, 2021 Latest Media Releases

    Ignition Advice expands with Asia appointment

    MEDIA RELEASE: Digital advice provider Ignition Advice is continuing its growth with the creation of a new role, CEO – Asia, and has appointed senior financial

    Apr 28, 2021 Latest Media Releases

    Real assets key for REIT returns

    MEDIA RELEASE: There continues to be exceptionally high quality opportunities in Australian real estate investment trusts (AREITs) which can deliver attractive and sustainable yield for investors,

    Apr 27, 2021 Latest Media Releases

    Schroders acquires majority ownership of RF Eclipse

    MEDIA RELEASE: Schroders is today announcing its intention to acquire a 50.1% ownership stake in commercial real estate lending specialists RF Eclipse Limited – a leading

    Apr 23, 2021 Latest Media Releases

    Adviser Ratings ranks WealthO2 number one

    MEDIA RELEASE: WealthO2 has been ranked the number one investment platform in terms of ongoing adviser support, and the number one provider in terms of investment

    Apr 16, 2021 Latest Media Releases

    Digital advice the key to Australia’s financial future

    MEDIA RELEASE: Technology is poised to play a crucial role in helping more Australians access effective, safe and affordable financial advice, at a time when the

    Apr 16, 2021 Latest Media Releases

    Redpoint IM signs with investor body

    MEDIA RELEASE: Quantitative equities investment boutique Redpoint Investment Management has become a member of the Investor Group on Climate Change (IGCC), a collaboration of Australian

    Apr 15, 2021 Latest Media Releases
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