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Showing 1261 - 1270 of 3713 results for "Select"

Macquarie expands US funds management

KANIKA SOOD  |  FRIDAY, 12 APR 2019
... life insurance business. It will also support advisors of a third-party Cetera Financial Group which is looking to buy select assets of the US brokerage and advisory business of Foresters Financial Services. Shawn Lytle, global head of Macquarie Investment ...

Platform provider wins mandate

KANIKA SOOD  |  WEDNESDAY, 10 APR 2019
An ASX-listed platform provider has won a mandate from a wealth firm for a new managed discretionary account service. Managed Accounts Holdings will work with First Point Wealth Management to set up an MDA service. The move comes as First Point Wealth ...

Crestone builds investment team

KANIKA SOOD  |  TUESDAY, 9 APR 2019
The private wealth firm with $17 billion in assets under management has hired from JANA and Morningstar as it builds out its investment team. Stan Shamu is joining Crestone Wealth Management as a senior portfolio strategist from JANA Investment Advisers ...

Boutique fund manager appoints chief executive

KANIKA SOOD  |  WEDNESDAY, 3 APR 2019
An $11 billion fixed income boutique has appointed a chief executive, as it builds its team. The board of Ardea Investment Management has selected co-founder Stephen Clout as the firm's chief executive. Clout previously headed the portfolio implementation ...

Channel Capital signs on new partnership

KANIKA SOOD  |  FRIDAY, 29 MAR 2019
... superannuation funds, endowments, family offices and government funds, Channel said. In the past, it has won mandates from Perpetual Select Super and Nationwide Super. "There is no AUM raising target [for adviser market]... Australian based AUM managed ...

Barefoot Investor boosts Rest indexed options demand

KARREN VERGARA  |  FRIDAY, 22 MAR 2019
Rest is seeing an uptake to its recently launched low-cost indexed options thanks to the Barefoot Investor. Rest chief executive Vicki Doyle says since launching three indexed options last December, the influence of Barefoot Investor Scott Pape in simplifying ...

Women lead superannuation fund engagement

KARREN VERGARA  |  THURSDAY, 21 MAR 2019
... sacrifice or non-concessional contributions or both last financial year. About 25% of self-directed members - those who select their own investment options and mix - were most likely to contribute above the super guarantee. Female members made more concessional ...

AMP cuts MyNorth fees

ELIZABETH MCARTHUR  |  TUESDAY, 19 MAR 2019
... reductions will include lower administration fees across the platforms two investment menus. Fees will drop by 0.10% for the Select menu and 0.20% for the Choice menu. There will be lower administration fee caps for individuals and families and families ...

Women-led super funds continue to shine

JAMIE WILLIAMSON  |  FRIDAY, 8 MAR 2019
Superannuation funds with more women in leadership roles are adding up to $55,000 to member balances, according to new insights. Latest Rainmaker figures show super funds with greater female representation on boards and leadership teams achieve greater ...

New life insurer is RC good news story

HARRISON WORLEY  |  THURSDAY, 7 MAR 2019
A freshly launched life insurer believes it is the "good news story" to come from the Royal Commission. Speaking at the Sydney leg of a nationwide adviser roadshow, Integrity Life managing director Chris Powell said the firm was well positioned to take ...