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Showing 1091 - 1100 of 2257 results for "Generate"

Business benefits of managed accounts mounting

JAMIE WILLIAMSON  |  THURSDAY, 19 OCT 2017
... be devoted to business development and client meetings. This ability to service more clients also has the potential to generate additional business revenue from advice fees of up to $45,000 per annum, it was determined. Interestingly, a comparison of ...

HUB24 partners for white label platform

JAMIE WILLIAMSON  |  THURSDAY, 19 OCT 2017
... solution. "Thanks to the combined solutions of both HUB24 and Agility we're now taking the efficiency benefits we can generate for advisers and stockbrokers to the next level. The HUB24 Group is leading the change in leveraging its collective capabilities ...

Global fund manager names new investment lead

JAMIE WILLIAMSON  |  TUESDAY, 17 OCT 2017
... strategies, responsible for about US$20 billion in assets. Braming said her focus is on results driven strategies that generate strong client outcomes. "We take our role as stewards of client capital seriously, and I look forward to building upon William ...

Millennials shaping family office strategy

EMMA RAPAPORT  |  MONDAY, 16 OCT 2017
... reveals that two-fifths (40.4%) of family offices foresee increased allocation towards impact investments which seek to generate measurable, beneficial social or environmental impact alongside a financial return as they prepare to shift control to the ...

Mindfulness coach recognised for excellence in advice

JAMIE WILLIAMSON  |  MONDAY, 16 OCT 2017
A financial adviser with a unique business model incorporating the practice of yoga took home the 2017 Female Excellence in Advice Award. Presented at the Association of Financial Advisers' National Adviser Conference on the Gold Coast last week, Wellthy ...

Focusing on the bad to make it better

JAMIE WILLIAMSON  |  THURSDAY, 12 OCT 2017
... turn to and trust to look after the plethora of data made available under such a regime and to be the trusted party to generate insights, Symons continued. "I would have thought that advisers have a time-limited opportunity - by which I mean it may not ...

Equity income boutique enters retail market

KARREN VERGARA  |  THURSDAY, 12 OCT 2017
... semi-active Morningstar Developed Markets Ex Australia Wide Moat Index. Companies comprising the index must be able to generate excess economic returns for an extended period of time. As above, Wheelhouse partnered with Bennelong Funds Management in ...

Countplus flags divestments, appoints two principals

ALEX BURKE  |  TUESDAY, 10 OCT 2017
Countplus provided an update on its divestments in underlying member firms at the same time as appointing two new managing principals. The ASX-listed diversified wealth management group noted that a member firm, Twomeys, underwent a restructure with ...

Family-owned companies beating equity markets across all regions

ALEX BURKE  |  THURSDAY, 5 OCT 2017
... family-owned companies than their public counterparts, "[governance] is not the only mechanism through which companies can generate superior cash flow returns." On top of this, Credit Suisse said, the concerns about succession risk in these businesses ...

Cromwell divests IOF, reopens fund

KARREN VERGARA  |  WEDNESDAY, 4 OCT 2017
ASX-listed Cromwell Property Group will sell its entire stake in an office fund and reopen another fund to investors for $30 million in additional funding. Cromwell will sell down its 9.89% stake in the Investa Office Fund (IOF) to Investa Property ...