Search ResultsShowing 91 - 100 of 100+ results for Elizabeth McArthur
Franklin Templeton boosts retail distribution
ELIZABETH MCARTHUR  |  THURSDAY, 18 JUL 2019
Franklin Templeton announced a key appointment in its Australian retail advice market business. Paul Ramsay steps into the role of retail key account manager, based in Franklin Templeton's Melbourne office. Ramsay will focus on building and maintaining ...
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 for ...
Platform provider divests advice firm
ELIZABETH MCARTHUR  |  WEDNESDAY, 17 JUL 2019
An ASX-listed platform provider has sold its 50% equity holding in a Queensland-based financial planning practice. Xplore Wealth has divested its holding in McGregor Wealth Management, signing an agreement to transfer its shareholding back to an entity ...
Subscription advice brings in US $1 billion
ELIZABETH MCARTHUR  |  WEDNESDAY, 17 JUL 2019
Since introducing subscription-based pricing at the end of March, Charles Schwab's Intelligent Portfolios Premium has added US $1 billion in new assets under management. In a statement, Charles Schwab said it sees these early results as proof the move ...
BT Panorama boosts functionality
ELIZABETH MCARTHUR  |  WEDNESDAY, 17 JUL 2019
BT Panorama has exceeded $20 billion in funds under administration and boosted platform functionality. In July 2018, BT introduced simple open platform pricing for BT Panorama and since then the platform has enjoyed 78% growth, BT Financial Group said. ...
350 tax practitioners under investigation
ELIZABETH MCARTHUR  |  WEDNESDAY, 17 JUL 2019
The Tax Practitioners Board revealed 350 tax practitioners are currently under investigation for high risk behaviour. Those high risk behaviours include failing to meet personal tax obligations, over-claiming work-related expenses on behalf of clients ...
Irish pension funds reduce equity exposure
ELIZABETH MCARTHUR  |  TUESDAY, 16 JUL 2019
According to Mercer, Irish pension schemes are reducing their exposure to equities and diversifying into property, infrastructure and hedge funds instead. Mercer's 2019 European Asset Allocation survey also shows average equity allocations for Irish ...
Impact investing under threat
ELIZABETH MCARTHUR  |  TUESDAY, 16 JUL 2019
Advocates of impact investing are in fear for the future of the movement, issuing warnings about the dangers of impact-washing. A recent analysis of green themed funds around the globe found 85% make unsubstantiated and misleading impact-related claims ...
Grattan Institute chief retires
ELIZABETH MCARTHUR  |  TUESDAY, 16 JUL 2019
Grattan Institute chief executive John Daley announced his retirement from the think-tank after a decade in the role. Daley will be stepping down from his position when his contract finishes in July 2020. Chair of Grattan Institute Alex Chernov said ...
Super fund invests through RateSetter
ELIZABETH MCARTHUR  |  TUESDAY, 16 JUL 2019
A superannuation fund has invested in renewable energy loans via peer-to-peer lender marketplace RateSetter. Future Super is investing $200,000 through the RateSetter platform to specifically fund renewable energy loans. RateSetter is a peer-to-peer ...
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