Search ResultsShowing 1 - 10 of 100+ results for "Melbourne"
OnePath awards $210m in mandates
KANIKA SOOD  |  WEDNESDAY, 26 JUN 2019
... said it was transferring some of its investment management functions to external managers under new partnerships . Melbourne-based Yarra Capital Management took over the management of its Aussie equities funds and CBRE Clarion took over the ...
Commonwealth Bank mulls retail advice business sale
KANIKA SOOD  |  FRIDAY, 21 JUN 2019
... for us to comment any further at this time." CommSec Advisory has about 18 financial planners across Sydney, Melbourne and Perth, according to Rainmaker research. CommSec Advisory is understood to have about $4 billion in funds under advice. ...
Wealth management investigations spike
KANIKA SOOD  |  FRIDAY, 21 JUN 2019
... said yesterday. In opening comments to a keynote panel discussion at the Governance and Risk Management Forum in Melbourne yesterday, Price said ASIC has accelerated its enforcement actions since the Royal Commission's recommendations, in line ...
Advice group hires national practice manager
KARREN VERGARA  |  WEDNESDAY, 19 JUN 2019
... from InterPrac Financial Planning. Lifespan Financial Planning announced Michael Gershkov has joined the firm's Melbourne office as national practice manager. Gershkov was national practice manager for six years at InterPrac and altogether has ...
Wealth firm trims Aussie shares
KANIKA SOOD  |  FRIDAY, 14 JUN 2019
A Melbourne wealth firm run by a former NAB Private Wealth executive has trimmed its allocations to Australian shares as it takes a bearish view on midcaps. Hamilton Wealth Management advises on about $500 million for high net worth clients. It ...
Chief economist update: Another rate cut on the cards
BENJAMIN ONG  |  FRIDAY, 14 JUN 2019
... ANZ job ads series suggests further weakening in job creation in the coming months. There's also the Westpac-Melbourne Institute consumer sentiment index that showed unemployment expectations increased by a whopping 5.1% in June from the ...
Melbourne advisory launches MDA
HARRISON WORLEY  |  THURSDAY, 30 MAY 2019
Third-party managed discretionary account provider Philo Capital Advisers launched an MDA service with a Melbourne-based advisory. Strategic Wealth linked with Philo Capital Advisers to implement an MDA service featuring BT Panorama, investment ...
AMP faces super fee gouge class action
KARREN VERGARA  |  THURSDAY, 30 MAY 2019
... the law firm filed a class action seeking compensation for AMP superannuation fund members at the Federal Court in Melbourne today. It estimates two million accounts have been impacted by AMP's alleged misconduct, which contravened a number of ...
NSX managing director steps down
HARRISON WORLEY  |  TUESDAY, 21 MAY 2019
... Her time as managing director saw a "complete restructure" of the organisation, involving the amalgamation of its Melbourne and Newcastle offices into Sydney and the building of a new management structure and organisational team. Former ANZ Share ...
FASEA reveals exam dates
HARRISON WORLEY  |  FRIDAY, 17 MAY 2019
... and existing advisers between June 20 and June 24 across nine locations; Sydney, Canberra, Brisbane, Townsville, Melbourne, Adelaide, Perth, Darwin and Hobart. Following June's exams, current advisers will have a further eight opportunities to ...
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