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Showing 1241 - 1250 of 2489 results for "SPAC"

Nothing to fear from robo-advice: Magellan

DARREN SNYDER  |  MONDAY, 25 SEP 2017
Magellan Asset Management chief executive and chief investment officer Hamish Douglass believes financial advisers should not fear robo-advice in an era where artificial intelligence and big data can dominate discussion. Speaking at Magellan's financial ...

Adviser demand drives new CFM strategy

ALEX BURKE  |  MONDAY, 25 SEP 2017
Strong demand from Australian financial advisers drove Capital Fund Management to launch a new diversified strategy, which has already been rated "Recommended" by Lonsec. The CFM IS Trends Trust has been produced exclusively for the Australian market ...

More time needed for TBAR transition: SMSFA

JAMIE WILLIAMSON  |  MONDAY, 25 SEP 2017
The SMSF Association is calling on the Australian Taxation Office to give SMSF trustees more time to adjust to the new Transfer Balance Account Report requirements, echoing member sentiment. In its submission to the ATO's Transfer Balance Cap and SMSF ...

Perpetual wins RE mandate with $620m manager

ALEX BURKE  |  WEDNESDAY, 20 SEP 2017
Perpetual Corporate Trust was appointed responsible entity for the retail offering from a $620 million fund manager. Ophir Asset Management's High Conviction Fund, which Ophir recently celebrated for its 21.5% net return per annum since inception two ...

Fintech future lies in a winning ecosystem: Reinventure

EMMA RAPAPORT  |  MONDAY, 4 SEP 2017
The Australian fintech sector must hone its focus to developing a specific ecosystem or risk losing out to a highly competitive global marketplace, according to Reinventure Group. Speaking at the Australia's Asian Future Summit on Friday, Reinventure ...

KPMG appoints new wealth management head

JAMIE WILLIAMSON  |  FRIDAY, 1 SEP 2017
A promotion has opened the door to a new head of wealth management at KPMG Australia. Previously head of the firm's superannuation practice, Paul Howes will assume responsibility for the consultancy's entire range of asset management and investment ...

Experienced executives chasing fintechs, start-ups

DARREN SNYDER  |  THURSDAY, 31 AUG 2017
One of the biggest challenges facing financial services employers is the ability to motivate and retain key talent, meaning development and progression planning programs must become more structured. This is the view of digital, sales and marketing recruitment ...

Iceberg MDAs driving managed account FUM

JAMIE WILLIAMSON  |  TUESDAY, 29 AUG 2017
The amount of money pouring into managed discretionary accounts has seen the total funds under management in managed accounts rise 22.5% in just six months. According to the FUM Census from the Institute of Managed Account Professionals, as at 30 June ...

Fund manager chief steps down, appoints investment director

KARREN VERGARA  |  FRIDAY, 25 AUG 2017
UCA Funds Management is searching for a new chief executive and recently appointed a new investment director. Michael Walsh led The Uniting Church in Australia's investment management arm, with $1.1 billion in funds under management, for more than four ...

The future lies in wellness: WSSA

EMMA RAPAPORT  |  WEDNESDAY, 23 AUG 2017
Advisers specialising in the workplace superannuation space are ideally placed to offer online financial wellness programs and should be looking to broaden their services, according to Workplace Super Specialists Australia. WSSA president Terry Rhodes ...