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Showing 91 - 100 of 476 results for Staff writer

William Blair earns Lonsec rating

STAFF WRITER  |  FRIDAY, 21 AUG 2015
The William Blair Emerging Markets Leaders Fund has received its first rating by research house Lonsec. Lonsec said the fund's strengths include "the manager's history of managing emerging markets portfolios" and also "a quality portfolio management ...

SelectingSuper CompareOnline enhances research depth

STAFF WRITER  |  THURSDAY, 20 AUG 2015
Rainmaker has dramatically enhanced the product research data depth available in its SelectingSuper CompareOnline SOA and superannuation comparison website. SelectingSuper CompareOnline is the web-based comparison system used by adviser groups, super ...

Investec fund acquires Brisbane property

STAFF WRITER  |  THURSDAY, 20 AUG 2015
Investec Australia Property Fund (IAPF) has acquired an $18.15 million property in a Brisbane industrial suburb. The acquisition, which is fully funded with debt, brings the value of the fund's total portfolio to $379.45 million and the fund's gearing ...

H&R Block launches SMSF set-up service

STAFF WRITER  |  THURSDAY, 20 AUG 2015
H&R Block, Australia's largest firm of tax accountants, has established a service for self-directed investors to set-up and manage their own funds. H&R Block SMSF Solutions helps ordinary Australians through the whole SMSF process from set-up to tax ...

BT reveals winners of national awards

STAFF WRITER  |  WEDNESDAY, 19 AUG 2015
BT Financial Group handed the awards to best adviser, best practice of the year and rising star at a ceremony at Parliament House in Canberra. McPhail HLG Financial Planning director and adviser Anne Graham was awarded Adviser of the Year, while the ...

Life reforms see AIA boost team

STAFF WRITER  |  TUESDAY, 18 AUG 2015
Helping licensees and advisers navigate the latest life insurance reforms has led to AIA Australia making several additions to its strategic partnerships team. Joining AIA Australia as head of strategic partnerships is Kristen Lennis-Harvey who will ...

IRESS partners with global broker

STAFF WRITER  |  MONDAY, 17 AUG 2015
IRESS will provide its order management system (IOS) to a global independent agency broker which is growing its presence in the Australian market. Olivetree Securities is the Australian operation of Olivetree Financial, an independent agency broker ...

Executive appointment round-up

STAFF WRITER  |  FRIDAY, 14 AUG 2015
This week's top industry moves include Findex hiring a former ANZ executive, State Street and iShares boosting their sales teams and Kinetic super creating the role of head of product. - Findex appoints former ANZ exec - Findex appointed Peter Gardiner ...

Altius fund added to netwealth platform

STAFF WRITER  |  FRIDAY, 14 AUG 2015
The Altius Sustainable Bond Fund has had its second platform listing since it was launched late last year. The fund will be available to investors and advisers on the netwealth platform. The Altius fund is a diversified Australian fixed interest ethical ...

Titans Fund added to Macquarie Wrap

STAFF WRITER  |  FRIDAY, 14 AUG 2015
Insync's Global Titans Fund has been added to the investment and superannuation menus of Macquarie Wrap. The fund is a concentrated, large cap global equity fund that incorporates downside protection strategies and active currency management. It focuses ...