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Showing 1051 - 1060 of 1956 results for "Generation"

SelfWealth lists on ASX

JAMIE WILLIAMSON  |  THURSDAY, 23 NOV 2017
... existing service offerings. "We're seeing a shift away from bank and broker owned platforms - in our view the next generation of investors want to work with independents, and ultimately hold control over their own portfolio. And that's what we give them." ...

Industry funds adopt robo-advice

KARREN VERGARA  |  TUESDAY, 21 NOV 2017
... members are the latest to embrace Decimal Software's robo-advice offering. Mercer superannuation administration and Next-Generation platform clients, GuildSuper and Child Care Super, will be able to access digital advice solutions via a partnership with ...

Former J.P. Morgan chief joins Future Fund

KARREN VERGARA  |  TUESDAY, 21 NOV 2017
The Future Fund appointed a former J.P. Morgan chief executive to its board. Robert Priestley joins the sovereign wealth fund's Board of Guardians, replacing Steven Harker who completed his five-year term. Priestley was the chief executive of J.P. Morgan ...

Global manager receives makeover

JAMIE WILLIAMSON  |  TUESDAY, 21 NOV 2017
... own unique process and culture, helps capitalise on the diverse and unconventional thinking that can lead to alpha generation." Natixis has also established a new research division, the Natixis Investment Institute, combining the behavioural research ...

ARCO Investment Management launches new strategy

JAMIE WILLIAMSON  |  MONDAY, 20 NOV 2017
... said. The key objectives of the fund are to deliver steady, compounding investor returns over time through stock alpha generation, with a principal focus on preserving capital with lower volatility compared to the broader equity market, ARCO co-founder ...

Managed accounts here for the long haul

DARREN SNYDER  |  THURSDAY, 16 NOV 2017
Managed accounts are on a trajectory which will see the products become the dominant structure in investment platforms, according to a senior industry figure. HUB24 director of strategic development Jason Entwistle said the fact that managed accounts ...

Government launches emerging market impact investment fund

EMMA RAPAPORT  |  WEDNESDAY, 15 NOV 2017
... beneficial social or environmental impact alongside a financial return as they prepare to shift control to the next generation. A tender process to manage the EMIIF will commence shortly to engage an investment manager and trustee to oversee operatio ...

AZ NGA acquires Victoria practice

ALEX BURKE  |  WEDNESDAY, 15 NOV 2017
AZ Next Generation Advisory has acquired a financial planning firm established in 1983. Dunsford Financial Planning (DFP) is led by Mark Dunsford and based in Victoria's Mornington Peninsula. Part of the Now Financial Group, of which Dunsford is also ...

Boutique wealth firm names new COO

KARREN VERGARA  |  TUESDAY, 14 NOV 2017
... the Diversified Fixed Interest and Credit SMA and its Listed Interest Rate Securities SMA offer tax-effective income generation by investing in ASX-listed credit; these include direct securities and exchange-traded products.

The next generation of bancassurance

JAMIE WILLIAMSON  |  MONDAY, 13 NOV 2017
... will distribute wealth products through ANZ's Australian banking network. "This arrangement aptly reflects the 'new generation' model of bancassurance that is emerging in Australia and overseas," Mota said. Ultimate success comes from delivering outcomes ...