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Showing 1211 - 1220 of 3163 results for "Owner"

Industry still shy of flat dollar fees: Frontier

ELIZA BAVIN  |  WEDNESDAY, 27 NOV 2019
A report from Frontier Advisors suggests superannuation funds and investment managers are still not comfortable with flat dollar fees. The report, titled 'Managing costs and aligning interests: A decade on', written by director Fiona Trafford-Walker ...

Boutique portfolio manager to retire

KANIKA SOOD  |  FRIDAY, 22 NOV 2019
A Sydney small caps boutique has appointed a new co-portfolio manager, as its founder and chief investment officer announces his retirement plans. Frank Villante will retire from Celeste Funds Management in November 2021. As a result, Celeste is promoting ...

Tropical theme Ponzi scheme busted

ELIZA BAVIN  |  FRIDAY, 22 NOV 2019
Small business owners and seniors in Florida have been the victim of a tropical themed Ponzi scheme that is now under investigation by the US Securities and Exchange Commission. The SEC announced that it has filed an emergency action and obtained a ...

CBRE snaps up future Zurich headquarters

ELIZA BAVIN  |  WEDNESDAY, 20 NOV 2019
... are excited about how this market is evolving and the opportunity for our client to be part of that revitalisation as the owner of a development of this size, quality and location," Johnston said. CBRE said the acquisition was enticing to the German ...

CountPlus expands network

ELIZABETH MCARTHUR  |  MONDAY, 18 NOV 2019
... an accounting and financial advice firm based in Gippsland. CountPlus chief executive Matthew Rowe said: "The CountPlus 'Owner-Driver, Partner' model allows for businesses to retain their identity while simultaneously working with CountPlus to sustainably ...

Ethics code creates confusion around ESG

ELIZABETH MCARTHUR  |  MONDAY, 11 NOV 2019
... consider whether limiting your product recommendations in this manner is appropriate." Dave Rae, a financial adviser and owner of DPR Wealth, explained his reading of the code indicates advisers should be asking clients whether they would prefer to invest ...

Pengana to acquire stake in US firm

ELIZA BAVIN  |  THURSDAY, 7 NOV 2019
Pengana Capital has announced its intention to acquire a "significant stake" in a Chicago-based asset management firm. Lizard Investors, which specialises in global small to mid-cap equities, entered into a joint venture with Pengana in 2015 to sub-advise ...

Advice practices urged to contact ombudsman

ELIZABETH MCARTHUR  |  WEDNESDAY, 6 NOV 2019
The Australian Small Business and Family Enterprise Ombudsman Kate Carnell is calling on small business financial advice practices to share their experiences. Carnell wants to hear from those small and family enterprises being pushed out by financial ...

Ex-Janus Henderson portfolio manager opens new boutique

ELIZABETH MCARTHUR  |  THURSDAY, 31 OCT 2019
Former Janus Henderson head of global emerging market equities Glen Finegan will head up a new boutique asset management business in partnership with Bennelong's UK arm. BennBridge (the UK arm of Bennelong Funds Management) is launching the new boutique ...

Chief economist update: Beam us up Scotty

BENJAMIN ONG  |  FRIDAY, 25 OCT 2019
An RBA rate cut won't happen on Melbourne Cup Day, 5 November. But it will happen - perhaps down to negative and up to the point where the Australian central bank is forced into quantitative easing and print Australian dollars. This is because latest ...