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Evergreen Ratings
Founder of investment consulting firm Evergreen Consultants, Angela Ashton, has launched a new research house, called Evergreen Ratings, which will focus on alternative investments.
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Research Affiliates Asset Allocation Interactive
Global investment management firm Research Affiliates has made available its interactive asset allocation tool to Australian investors in Australian dollars.
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Lonsec Sustainability Score
Ratings group Lonsec has launched a sustainability score which aims to provide a quantitative estimate of the net 'goodness' in a portfolio.
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Pitch Labs
Pitcher Partners Adelaide has launched a subscription based accounting and financial advice service called Pitch Labs.
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FASI fpCentral™ referral service
Financial Advice Service Innovation (FASI) has launched a national referral service - called FASI fpCentral™ - that connects aligned, FASEA-(Financial Advice Standards and Ethics Authority) accredited and FASI-approved financial planners/planning firms with service organisations to provide financial...
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Milford Australian Absolute Growth Fund receives 'recommended' rating
Rating house Zenith Investment Partners, has rated the Milford Australian Absolute Growth Fund 'recommended' in its first review of the product.
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Clime Investment Management Separately Managed Accounts (SMA)
Clime Investment Management Limited has launched four separately managed account (SMA) investment portfolios - the Multi-Asset Balanced, the Multi-Asset Growth, the Multi-Asset High Growth and the Clime Direct Australian Equities Portfolio.
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Lifespan Partnership
Lifespan Financial Planning has launched a broad ranging support service for existing self-licensees and those advice businesses wanting to transition to their own individual AFSL.
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Deakin Business School CFP® Certification Program
The Financial Planning Association of Australia (FPA) has partnered with Deakin Business School, to offer financial planners a Master of Financial Planning degree with CFP® certification.
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FASI QECp360™ Advice Service Model
Former Cbus head of advice and retirement, Greg Harper, has launched a new financial advice service via his new company - Financial Advice Service Innovation (FASI).