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Martin Morris
Head of Distribution, Praemium Limited
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Sponsored: Technology for the modern planning practice
The financial planning industry is continually transforming. Against a backdrop of legislative and economic challenges, practices are also faced with an evolving client base and technological advances ...
Articles Published
The impact of your technology partner on profits
Financial planning principles are continuously faced with legislative changes and there is very little air-time between articles referencing the royal commission, FASEA and other regulatory changes. ...
Making bespoke advice models scalable
SMA growth forecasted to continue The continuing success of managed accounts appears to be showing no signs of abating. Australian Financial Service Licences (AFSL), advisers, stockbrokers and increasingly ... SMA ...
Latest News
FIIG makes first impact investing play
HARRISON WORLEY
Specialist fixed income house FIIG Securities partnered with the microfinance arm of World Vision to launch its first impact investing product in Australia.
International investors chase Australian real assets
HARRISON WORLEY
New research shows Australian real assets are attracting international interest.
Global ETF industry hits record high
ELIZA BAVIN
The global ETF industry hit a new record high in the third quarter with assets in US passive managed funds and index ETFs topping those in US active managed funds for the first time, according to BetaShares.
Managed funds fail to perform: Report
ELIZA BAVIN
Rainmaker research has shown the managed funds' sector has acutely underperformed its benchmarks for the 12 months to 30 June.
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