CFM unveils long-term trend-following trust


Capital Fund Management (CFM) has launched a diversified and long-term trend-following trust, the CFM IS Trends Trust, with the alternative investment strategies firm saying demand was soaring for that type of produc.. Read More

AFA reveals more award finalists


The Association of Financial Advisers (AFA) has announced the finalists for its two most prestigious annual awards, Adviser of the Year and Practice of the Year. In a statement, the association said Shadforth Fi.. Read More

BRICKX anniversary met with expansion


Fractional property investment firm BRICKX has celebrated its first anniversary with the business expanding its offering from four to 14 properties across three capital cities and boasting nearly 7000 investors acros.. Read More

AFA Award finalists named


The Association of Financial Advisers (AFA) has revealed the finalists for both its Female Excellence in Advice Award (FEIA) and Rising Star Award ahead of its annual conference next month. Wisdom of Wealth for .. Read More

Opinion – Opportunities for investors on New Silk Road


If the President of the world’s most populous nation, with a large and fast growing economy, invites you to a huge economic growth party to reshape Asia that he will host and fund, and which he describes as &ld.. Read More

Goals-based shift drives Fitzpatricks buy


Fitzpatricks Group has acquired Melbourne-based financial advice firm Retirement Victoria in the first of a number of growth opportunities for the company as it repositions itself for a greater focus on delivering g.. Read More

Millennials cautious investors after GFC


Despite having a longer time horizon, the global financial crisis (GFC) has made millennials cautious about investing in higher-risk assets, according to Vanguard. In a recent blog post, the fund manager referen.. Read More

Default fund size holds back returns


Almost a third of superannuation funds used as default funds for Australian workers had less than $10 billion in assets under management (AUM), meaning their small scale might be holding them back from delivering su.. Read More

Goals-based approach intrinsic to advice


Prevailing attitudes towards goals-based advice as simply another “industry fad” put at risk the value proposition advisers could be delivering to clients in terms of tangible outcomes, but there was stil.. Read More

Citi targets HNW clients


Global financial services group Citi has announced a move to aggressively grow its wealth business in Australia through targeting affluent local investors with new digitally focused products and services and recruiti.. Read More

ETF criticism unfounded


Recent industry criticism of exchange-traded funds (ETF) was a symptom of active managers feeling increasingly threatened and overlooked the complexity of the passive versus active debate, according to Stockspot. .. Read More

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