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Showing 1161 - 1170 of 4607 results for "Andrew"

A roadmap for transitioning to managed accounts

ANDREW MCKEAN  |  THURSDAY, 14 SEP 2023
Netwealth has unveiled a blueprint to a successful transition to managed accounts for financial advisers, centring on staff training, client messaging, and planning. At today's Financial Standard Best Practice Forum on Managed Accounts, Netwealth's ...

Ring-fencing super for aged care adds complexity, cost: ASFA

ANDREW MCKEAN  |  WEDNESDAY, 13 SEP 2023
In a submission to the Aged Care Taskforce, which is currently evaluating the fairness and sustainability of aged care funding in Australia, the Association of Superannuation Funds of Australia (ASFA) has voiced strong opposition to ring-fencing superannuation ...

Frontier dips toes into private wealth space

JAMIE WILLIAMSON  |  WEDNESDAY, 13 SEP 2023
... Perks firm, including the Perks Private Wealth research team and investment committee. Meantime, Frontier chief executive Andrew Polson said: "We have a strong stable of institutional clients in South Australia and with our local staff presence we are ...

Most Australian actively managed funds lag the index

ANDREW MCKEAN  |  WEDNESDAY, 13 SEP 2023
In the first half of 2023, 55% of Australian equity funds underperformed the S&P/ASX 200 index, according to the S&P Global SPIVA Australia Scorecard. But the S&P Global SPIVA Australia Scorecard - which measures the performance of actively managed ...

AustralianSuper invests $2.5bn in Vantage Data Centers EMEA

ANDREW MCKEAN  |  TUESDAY, 12 SEP 2023
AustralianSuper has partnered with digital infrastructure investment firm DigitalBridge Group to invest $2.5 billion for a "significant minority stake" in Vantage Data Centers' EMEA division. The deal is hoped to bolster Vantage EMEA's growth ...

Viridian launches new specialist division amid acquisition drive

ANDREW MCKEAN  |  TUESDAY, 12 SEP 2023
Viridian Financial Group has launched Infinity Capital Solutions, an investment management division with its own AFSL, marking its evolution into a dual-structured entity. Infinity Capital Solutions (ICS) affords third-party advice practices and financial ...

Platinum AM reports almost $1bn in outflows

ANDREW MCKEAN  |  FRIDAY, 8 SEP 2023
... has reported net outflows of $912 million in August, the month also saw the resignation of founder and chief executive Andrew Clifford. The outflows were largely driven by a previously disclosed $650 million redemption from an institutional investor. ...

IFM Investors puts $46m into energy retail sector

CHLOE WALKER  |  FRIDAY, 8 SEP 2023
... industry's transition to more decentralised and innovative energy solutions and decarbonisation. Tally Group chief executive Andrew Duncan said the company is very excited to join forces with IFM. "This investment is an endorsement of our strategy ...

Australian Retirement Trust hunts new chief executive

JAMIE WILLIAMSON  |  THURSDAY, 7 SEP 2023
... delivering Australia's largest superannuation merger to create Australian Retirement Trust back in February 2022," ART chair Andrew Fraser said. "Bern has expertly guided Australian Retirement Trust to deliver merger benefits to our more than 2.3 million ...

APRA finds signs of step change in remuneration practices

ANDREW MCKEAN  |  THURSDAY, 7 SEP 2023
APRA has found early signs of change in the remuneration practices of financial services entities in a review of how Prudential Standard CPS 511 has been applied. In a letter to all APRA-regulated entities, the regulator said it was pleased with the ...