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Showing 10561 - 10570 of 22150 results for "Tim"

YBR partnership drives wealth renewal

JAMIE WILLIAMSON  |  THURSDAY, 2 MAR 2017
In transforming its wealth division Yellow Brick Road will work with an industry software provider to benefit its network of franchisee owners. YBR will roll out Rubik's scaled advice software Provisio to its franchisees, enabling them to write 80% ...

Netwealth dominating platform sector

JAMIE WILLIAMSON  |  WEDNESDAY, 1 MAR 2017
Platform providers are shifting their focus toward development of functionality after years of costly compliance work, with netwealth leading the field. That is a key finding of Investment Trends' 2016 Platform Benchmarking and Competitive Analysis ...

AIST names interim chief executive

JAMIE WILLIAMSON  |  WEDNESDAY, 1 MAR 2017
The Australian Institute of Superannuation Trustees named its interim successor to Tom Garcia. AIST executive manager, governance and stewardship Eva Scheerlinck will commence in the role when current chief executive Garcia departs on 10 March. In a ...

Australia missing golden export opportunity

ALEX BURKE  |  WEDNESDAY, 1 MAR 2017
The current withholding tax regime is severely stifling management of offshore funds, and by extension, the Australian economy. New research from UBS Asset Management and the Financial Services Council shows that over the past 30 years, the amount of ...

Passive is a Faustian bargain: Ariel CIO

ALEX BURKE  |  WEDNESDAY, 1 MAR 2017
Ariel Investments' global equities chief investment officer, Rupal J. Bhansali, believes passive investors have made a "deal with the devil" in focusing on lower costs at the expense of higher risks. Explaining her position, Bhansali told a media briefing ...

Fidante creates small-cap boutique

EMMA RAPAPORT  |  TUESDAY, 28 FEB 2017
Investment management company Fidante Partners is continuing to expand its offering with the formation of Lennox Capital Partners. The new investment boutique, led by James Dougherty and Liam Donohue, is an Australian small-cap fund manager under the ...

NAB hires former NSW premier

KARREN VERGARA  |  TUESDAY, 28 FEB 2017
National Australia Bank appointed former New South Wales premier Mike Baird as its chief customer officer, corporate and institutional banking. Baird started his career in banking with NAB in 1989 and worked for Deutsche Bank and HSBC prior to entering ...

Confusion reigns in super and life insurance: CHOICE

EMMA RAPAPORT  |  MONDAY, 27 FEB 2017
Australians are missing out on thousands in retirement savings due to confusing superannuation products according to consumer advocacy group CHOICE. In their submission to the Parliamentary Inquiry into the Life Insurance Industry in Sydney and Melbourne ...

Wednesday delivery

BENJAMIN ONG  |  MONDAY, 27 FEB 2017
Perhaps we'll have clearer skies by Wednesday. One that will affect economies and financial markets everywhere. Wednesday (or Tuesday night US time), is the day when US President Donald Trump speaks before the joint-session of Congress, where he, hopefully ...

Platinum's AUM and profit take a hit

KARREN VERGARA  |  FRIDAY, 24 FEB 2017
Platinum Asset Management reported a significant drop in assets under management and profitability in the six months to December 2016. Total AUM of $23.2 billion was hit with a $1.7 billion net outflow, down 13% on the previous corresponding period ...