Fiducian delivers unique online software for planners
Fiducian continues to invest in unique software development to support financial planners Australia-wide in delivering fast, secure online integrated services. Chief Information Officer Alan Dunne says that the latest enhancements to Fiducian Online are part of the strategy for the listed company (ASX:FID). ‘The latest enhancements are possible through Fiducian’s strategy to invest in a
November 26, 2015
Advisers get a ClearView with new money management solution
Listed financial services company ClearView Wealth Limited (ASX: CVW) will roll out a new cloud-based money management solution across its financial planning subsidiaries, ClearView Financial Advice and Matrix Planning Solutions, which will help advisers enhance their advice proposition and foster deeper client relationships. ClearView’s deal with Australian FinTech company Moneysoft will give the group’s network
November 25, 2015
King Irving Funds Management launches, appoints Regional EM giant to unlock a new growth area
• King Irving Funds Management launches with the King Irving SURA Pacific Alliance Fund. • Provides Australian investors with first ever access to a key emerging market – in the high growth Pacific Alliance Region comprised of Mexico, Colombia, Peru and Chile. • Appoints SURA Asset Management Group (SURA) manager – SURA is the pension
November 25, 2015
BAEP launches new fund
Bennelong Australian Equity Partners (BAEP) has launched a new product for the retail market, offering investors a mix of active and passive management within the one fund structure. Available to retail investors from 25 November, the Bennelong Twenty20 Australian Equities Fund invests passively in the top 20 stocks, similar to an index fund, whilst actively
November 25, 2015
Succession doesn’t just happen, it is a process that needs to be carefully conducted
When Robert Lipman decided to transition away from his role as managing director of leading Sydney-based wealth management firm, Robert Lipman & Associates, he had an obvious choice. The new managing director would be his long-time associate and Lipman director, Paul Burgon. Lipman would be elevated to executive chairman and remain chair of the investment
November 24, 2015
The last leg: Wheel Classic smashes fundraising target as riders reach their destination
The 2015 Future2 Wheel Classic has smashed its $100,000 fundraising target, with more than $120,000 raised by the time 12 riders rolled into the 2015 Financial Planning Association’s Professionals Congress in Brisbane last week, and the figure is still rising. In total the congress raised more than $200,000 for the Future2 Foundation. The riders were
November 24, 2015
Class Limited exceeds minimum IPO subscription level
Class Limited (Class) has advised that the minimum subscription level of $5m under the company’s IPO has already been exceeded. This is despite unforeseen delays caused by the need to lodge a Supplementary Prospectus. This is also prior to an institutional investor roadshow which Class is undertaking with CBA this week. As Barry Lambert, Chairman
November 23, 2015
OneVue gathers momentum in RE sector with launch of seven new funds
Following the launch of global fund manager brands such as ChinaAMC and Neuberger Berman ARMS into Australia, OneVue group has announced a significant increase in the number of investment managers using its responsible entity (RE) services. “Momentum has been strong for us in the RE space in 2015. OneVue RE Services has launched or transitioned
November 23, 2015
Man Diversified Alternatives fund ranked number one in Zenith sector review
Zenith Investment partners (Zenith) has reaffirmed its ‘recommended’ rating for the Man Diversified Alternatives fund (the “Fund”), with the Fund ranking highest among its peer group in Zenith’s 2015 Multi Strategy and Fund of Hedge Funds Sector Report. Man Group is one of the world’s largest alternative investment providers, managing over $US75 billion. The Man
November 23, 2015
Link Group launches new super fund mobile phone app
Leading superannuation technology solutions provider Link Group today launched a smart phone superannuation fund app, enabling members to manage all aspects of their superannuation account on their mobile phone. The mobile app offers fund members full access to their superannuation account, in real time. With the app, members are able to view and transact on
November 23, 2015
Aussie financial planners considering Chinese opportunities should think again
Treasurer Scott Morrison’s recent comments aside, Australian financial planners would do better focusing on the huge non-advised domestic population than the untapped Chinese advice market. The federal Treasurer emphasised China’s high demand for a wide range of goods and services, including financial services, and his belief Australia is ideally positioned to capitalise on this. “There
November 20, 2015
