Search ResultsShowing 1 - 10 of 100+ results for "Investments"
Average Aussie $560k richer with advice
ELIZABETH MCARTHUR  |  FRIDAY, 19 JUL 2019
According to the new Value of an Adviser report by Russell Investments, financial advisers deliver value of at least 4.4% or more every year to their clients beyond investment-only advice. Russell's research estimates the average Australian ...
Portfolio manager caught out faking returns
KANIKA SOOD  |  FRIDAY, 19 JUL 2019
... funds including a USD $376 million fund where Rege was one of the many portfolio managers. Rege mispriced the investments of a private fund from June 2016 to April 2017, Securities and Exchange Commission orders said. As a result of this, the ...
New chief at CBA Group Super
ELIZABETH MCARTHUR  |  FRIDAY, 19 JUL 2019
... he is currently general manager, strategy. "He has deep specialist knowledge and experience in superannuation, investments and development of member services having also held a range of roles within wealth management and Colonial First State ...
CPA, CAANZ designations approved
KANIKA SOOD  |  THURSDAY, 18 JUL 2019
... planning with 1998 to 2007 commencement. Securities Institute/FINSIA's graduate diploma of applied finance and investments with 1991 to 2007 commencement, where the study included either investment management stream or financial planning related ...
CFS hires executive manager of insurance
KARREN VERGARA  |  THURSDAY, 18 JUL 2019
... become KPMG's national sector leader for asset and wealth management on August 5. She joined from Russell Investments where she was the managing director of superannuation. Elkins is also a director and former chair of the Association of ...
Russell launches next gen managed accounts
ELIZABETH MCARTHUR  |  THURSDAY, 18 JUL 2019
Russell Investments launched what it is calling a "next generation" suite of multi-asset managed accounts - the first managed accounts offering for the investment giant. The offering comes in response to the growing adviser and investor preference ...
Platform provider divests advice firm
ELIZABETH MCARTHUR  |  WEDNESDAY, 17 JUL 2019
... by this entity of $225,000 in loan funds. McGregor is also founder of GPS Wealth. GPS Wealth was sold to Easton Investments in 2017, at which time McGregor stepped down as director. Financial Standard understands he is still employed by GPS ...
Subscription advice brings in US $1 billion
ELIZABETH MCARTHUR  |  WEDNESDAY, 17 JUL 2019
... or find traditional planning services overly complex," said Loh. "These investors were managing their investments on their own but not necessarily by choice, so we're excited to give them a new way to get the help they need." The switch ...
BT Panorama boosts functionality
ELIZABETH MCARTHUR  |  WEDNESDAY, 17 JUL 2019
... share in Australia. Now, BT has announced new enhancements for the platform. BT general manager of platforms, investments and operations Kathy Vincent explained that growth of BT Panorama has been driven by adviser demand and the rise of ...
Impact investing under threat
ELIZABETH MCARTHUR  |  TUESDAY, 16 JUL 2019
... looked at impact-washing in light of the European Union's new ecolabel for environmentally friendly investments. AMP Capital head of ESG investment research Ian Woods believes impact-washing poses a serious threat to the impact ...
PAGE:
1
2
3
4
5
6
7
8
9
10
PREVIOUS
NEXT
Link to something wiVCUTmF