Changing high net worth investment wishlist

Australian high net worth investors (HNWs) are changing their investment preferences, with a growing demand for alternatives and more suitable retirement products. The latest Powerwrap/Investment Trends HNW Investor Report reveals 23 per…

The Inside Network enters the financial services events market

Peer-to-peer networking and innovative thinking will be two of the key principles behind The Inside Network (IN), the latest entrant to the Australian financial services education/events stage. The brainchild of Jamie Nemtsas…

Financial planners’ life expectancy models too simplistic

The Actuaries Institute has warned financial planners to check that the life expectancy tables they are using are best practice. It says much of the data that appears in legislation, on websites…

People: First Sentier rings the changes with five appointments

Integrated advisory firm Findex has appointed Jane Betts as its inaugural chief people officer. She has over 20 years’ experience in human resources and joins from AGL Energy, where she was general…

Does monetary policy work any more?

In its latest quarterly statement on monetary policy, the Reserve Bank of Australia declared its preparedness to “ease monetary policy further if needed”. This suggests the bank still thinks monetary policy –…

Pengana invests in US asset manager

Fund manager Pengana Capital will take a “significant stake” in a US asset manager Lizard Investors – a specialist global small and mid-cap equity manager. Lizard and Pengana have had a joint…

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Changing high net worth investment wishlist

Australian high net worth investors (HNWs) are changing their investment preferences, with a growing demand for alternatives and more suitable retirement products. The latest Powerwrap/Investment Trends HNW Investor Report reveals 23 per cent of HNWs ($1 million of investable assets)…

The Inside Network enters the financial services events market

Peer-to-peer networking and innovative thinking will be two of the key principles behind The Inside Network (IN), the latest entrant to the Australian financial services education/events stage. The brainchild of Jamie Nemtsas and Drew Meredith, principals of the IFA firm…

Financial planners’ life expectancy models too simplistic

The Actuaries Institute has warned financial planners to check that the life expectancy tables they are using are best practice. It says much of the data that appears in legislation, on websites and in the media is simplistic and recommends…

People: First Sentier rings the changes with five appointments

Integrated advisory firm Findex has appointed Jane Betts as its inaugural chief people officer. She has over 20 years’ experience in human resources and joins from AGL Energy, where she was general manager people, strategy and partnering. Prior to that…

Does monetary policy work any more?

In its latest quarterly statement on monetary policy, the Reserve Bank of Australia declared its preparedness to “ease monetary policy further if needed”. This suggests the bank still thinks monetary policy – in this case lowering interest rates to stimulate…

Pengana invests in US asset manager

Fund manager Pengana Capital will take a “significant stake” in a US asset manager Lizard Investors – a specialist global small and mid-cap equity manager. Lizard and Pengana have had a joint venture since 2015, when Lizard became a sub-adviser…

Adding social impact to portfolios

With ethical investing well established in Australia, the next phase of development in the sector is providing investors with more than negative screens to remove “sin stocks” from portfolios. Social impact investing is now the cutting edge. One group pursuing…