Moves of the week

Dante+de+gori

De Gori to depart FPA

Dante De Gori has signalled his intention to step down from the Financial Planning Association of Australia (FPA) at the end of the year. More

Recent moves snapshot

Out of the Muay Thai ring, and into the financial planning fire

Benneilson

Current financial adviser, and former Muay Thai fighter, Ben Neilson decided nearly a decade ago that it was time to consider a career with a bit more ‘longevity’ and hasn’t looked back since. There is a lot he loves about financial planning and through his PhD research hopes to improve the financial planning framework for the entire industry. More

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Matthew+harrison

Case study of the Royce Global Small-Cap Premier Fund

Franklin Templeton’s Royce Investment Partners is launching the Royce Global Small-Cap Premier Fund to Australian retail investors. Matthew Harrison, Franklin Templeton managing director – Australia and New Zealand, explained how the strategy will meet a pent-up demand to Industry Moves. ##What ... More

Niallmcconville

Case study of TAL Risk Academy and Deakin University partnership

TAL has announced an education partnership with Deakin University that will allow financial advisers who complete three modules and assessment tasks through TAL Risk Academy to be credited for a unit in the Deakin University’s postgraduate financial planning course. Niall McConville, TAL general ... More

Bhanusingh

Case study of the DFA Emerging Markets Sustainability Trust

Dimensional Fund Advisers has launched a new emerging markets fund with a focus on sustainability, called the DFA Emerging Markets Sustainability Trust. DFA's head of Asia Pacific portfolio management, Bhanu Singh, revealed what goes into getting a new fund like this off the ground. ##What goes ... More

Lgt+nathan+pensabene

Case study of the LGT Multi-Alternatives Australia Fund

LGT Capital Partners, an asset manager owned by the Princely House of Liechtenstein, has launched its first fund in the Australian market - the LGT Multi-Alternatives Australia Fund. The LGT Multi-Alternatives Australia Fund invests predominantly in private markets, such as private equity, real ... More

Arian+neiron

Case study of the VanEck Bentham Global Capital Securities Active ETF

VanEck has colloborated with Bentham Asset Management to launch an actively managed exchange traded fund(ETF) of global capital securities - the VanEck Bentham Global Capital Securities Active ETF (GCAP). Arian Neiron, VanEck's chief executive officer and managing director Asia Pacific, answered ... More

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