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Showing 121 - 130 of 817 results for "Investment Product"

Adviser software soft launches

KARREN VERGARA  |  WEDNESDAY, 5 MAY 2021
... charge promises to alleviate the cost of advice. ProductRex helps financial advisers assess superannuation and investment product recommendations by comparing fees and asset allocation between platforms and underlying investments. Founder Nick Topham ...

Evergreen partners with Generation Life

KANIKA SOOD  |  MONDAY, 3 MAY 2021
Evergreen Consultants has launched a multi-asset portfolio with 18 external managers that is implemented via Generation Life's tax-effective structure. The Evergreen Responsible Growth Model is a tax-effective investment bond that will target a ...

First Sentier launches ESG debt strategy

JAMIE WILLIAMSON  |  FRIDAY, 30 APR 2021
... renewable energy sector in Australia growing rapidly, we are pleased to provide our clients with a debt-based investment product that taps into the transition from a fossil fuel-driven economy to a low-carbon economy." MUFG has committed to investing ...

Koda Capital adds director

ELIZABETH MCARTHUR  |  WEDNESDAY, 21 APR 2021
Koda Capital has appointed a new non-executive director. Koda Capital chief of staff and partner Quentin Reeve confirmed Anna Schibrowski has been appointed as a non-executive director. Schibrowski was previously the chief transformation officer for ...

Aussies to lose $100m to fraudsters

KARREN VERGARA  |  THURSDAY, 1 APR 2021
Investment scams robbed Australians $65 million last year and are tipped to lose up to $100 million in 2021. This is according to Finbold, which found that investment fraud was the number one scam that prey Australians. Dating and romance scams (23%) ...

Vanguard targeted in bond fund scam

KANIKA SOOD  |  WEDNESDAY, 31 MAR 2021
Vanguard is the latest fund manager to have its branding used by scammers spruiking fraudulent bond funds. The asset manager said scammers are buying advertisements on search engines for terms relating to "bond or high yield investments". When a person ...

Clime revamps strategy

ELIZABETH MCARTHUR  |  WEDNESDAY, 31 MAR 2021
Clime has made progress on what it calls "project streamline" - a simplification of its operations focused on cost reduction. "Today we are pleased to announce that project streamline is no longer a project, but already part of our operating rhythm," ...

APSS explores merger with Sunsuper

ANNABELLE DICKSON  |  FRIDAY, 26 MAR 2021
... scheme funded by Australia Post. APSS members' accumulation balances are to be transferred to a similar investment product within the merged fund. Last week Sunsuper and QSuper confirmed that they will merge by September after first exploring the ...

Foresight Analytics acquires research firm

ANNABELLE DICKSON  |  MONDAY, 15 MAR 2021
The independent data analytics group has acquired the analytics arm of an independent rating and research firm as it works to build out its market share. Foresight Analytics acquired investment research and operational capability ratings business Australia ...

Mawhinney not dishonest, just irresponsible: ASIC

ELIZABETH MCARTHUR  |  FRIDAY, 12 MAR 2021
The corporate regulator has slightly softened its accusations against Mayfair 101 founder James Mawhinney - saying he wasn't consciously dishonest, just irresponsible. During a hearing in ASIC's case against M101 Nominees held on March 9, a lawyer for ...