Professional Planner | Zenith Distributor of the Year revealed

The finalists for the highly contested Professional Planner | Zenith Distributor of the Year award have been announced.

Pinnacle Investment Management, Macquarie Professional Series and Fidante Partners are the three finalists for the honour. The awards celebrate quality in funds management across 19 categories and will be announced during a ceremony at the Ivy Ballroom on Friday, October 5.

Last year, Pinnacle took out the prestigious award for the second straight time. The firm was recognised for its suite of high-quality investment boutiques across a range of asset classes.

After winning the award in 2017, Pinnacle managing director Ian Macoun told PP the win was due to “a fantastic distribution team” and “really awesome partners in our affiliates”.

The annual event sold out this year in record time.

Full coverage of the awards will run online and in PP’s November print edition.

The published lists of finalists for the night are available here and here.

The three finalists for the coveted Fund Manager of the Year award, which was taken out last year by Bennelong, will be announced on the day.

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Mixing and matching factors, themes and styles to drive portfolio returns

Mixing and matching factors, themes and styles to drive portfolio returns

At a recent Professional Planner roundtable, hosted in partnership with Global X ETFs, advice professionals discussed striking the right balance of risk and return in portfolios, and determining the optimal mix of growth and defensive assets to drive outperformance.

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