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Showing 111 - 120 of 625 results for "houses"

Managed accounts surpass $100bn

ANNABELLE DICKSON  |  WEDNESDAY, 15 SEP 2021
... a whole new cohort ready and willing to use managed accounts, particularly as more are brought to market by the larger houses," Morris said. Over the last 12 months, Praemium has recorded 55% of new managed accounts as dealer group-driven while 45% is ...

Evergreen launches RI index

ANNABELLE DICKSON  |  WEDNESDAY, 18 AUG 2021
... conscious of the need to inform and educate the advice community on RI, so the ERIG Index website has a knowledge library which houses a variety of informative papers and links to webinars provided by Evergreen, their business partners and fund manag ...

Rating houses recommend Pengana funds

KARREN VERGARA  |  MONDAY, 16 AUG 2021
... of distribution Adam Myers said the recommended ratings awarded on the initial review by these highly regarded research houses supports our conviction in the high quality and unique capability of the investment teams that have been charged with the responsibility ...

Regulators urge wider DDO adoption

JAMIE WILLIAMSON  |  WEDNESDAY, 30 JUN 2021
... features, such as insurance. According to the notes, there is also confusion around whether the requirements apply to clearing houses. ASIC confirmed clearing houses are caught by the DDOs, but said it welcomes industry views on this and will continue ...

Chief economist update: Local and foreign love affair with Australian property

BENJAMIN ONG  |  WEDNESDAY, 30 JUN 2021
... property new development is part of its policy to encourage investment in the sector aimed at increasing the supply of new houses and thus, relieve escalating house prices. But demand for residential property continues to grow faster, underpinned by ...

IOOF completes phase one of platform consolidation

KARREN VERGARA  |  WEDNESDAY, 16 JUN 2021
... project saw 38,827 client accounts and about $5 billion funds under administration (FUA) being migrated onto Evolve. Evolve houses IOOF Essential, which is for multi-manager funds, and eXpand, which allows financial advisers to custom-build portfolios. ...

BlackRock unifies offering, rejigs executives

ANNABELLE DICKSON  |  THURSDAY, 3 JUN 2021
... the Australian wealth market and manage the team responsible for relationships with retail asset consultants and research houses. "As we evolve our business to reflect changing market dynamics and client needs, we are pleased to be able to promote from ...

Actuaries Institute unveils IDII recommendations

KARREN VERGARA  |  MONDAY, 24 MAY 2021
... therapists and the like. The financial advice component should be amended in terms of the product rating process. Rating houses should work with licensees and amend the product ratings process to ensure that the contribution of a feature to the rating ...

UK lender targets SMSFs in Australia

ELIZABETH MCARTHUR  |  TUESDAY, 11 MAY 2021
... easier to develop and invest in property." The first CrowdProperty development in Australia will be two co-living boarding houses in the Melbourne suburb of Glenroy.

Research firm launches, hires Macquarie exec

KARREN VERGARA  |  MONDAY, 10 MAY 2021
... management group. He told Financial Standard that Inalytics' function is twofold, making it different to other research houses like Morningstar and Zenith. Inalytics works with asset owners like super funds and sovereign wealth funds, as well as ...