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Showing 121 - 130 of 270 results for "Pair"

Global firms build hedge fund cash service

HARRISON WORLEY  |  WEDNESDAY, 11 APR 2018
... platform." Hazeltree president and chief executive officer Sameer Shalaby was said the tool allowed investment managers to pair NTHFS support with the cash managament capabilities of Hazeltree. "We are pleased to collaborate with NTHFS on a solution ...

Tax strategies boost retirement savings: Research

KARREN VERGARA  |  WEDNESDAY, 21 FEB 2018
... as the first member prepares to retire, are 4.69% higher if tax efficient investing has been continually practiced," the pair said. The findings directly challenge a view sometimes proffered by consultants and commentators that tax efficient investing ...

MGP partners with fintech for adviser solution

ALEX BURKE  |  TUESDAY, 13 FEB 2018
Managed Accounts Holdings (MGP) has partnered with an Australian fintech to offer money management solutions to advice practices using its platform. The partnership with Moneysoft will provide advisers working with MGP's platform preferential pricing ...

MetLife awards $11bn custody mandate

KARREN VERGARA  |  TUESDAY, 23 JAN 2018
... grows in Asia." Last week, MetLife and MTAA Super announced they renewed a long-standing partnership until June 2020. The pair struck a deal which saw default insurance premiums for 16 to 21-year-old members drop from $4.82 per week to $2.89 per week ...

Industry fund cuts life premiums, renews insurer

KARREN VERGARA  |  FRIDAY, 19 JAN 2018
... younger members by as much as 50%. MTAA Super recently renewed its long-standing partnership with MetLife to June 2020. The pair struck a deal which sees default insurance premiums for 16 to 21-year-old members drop from $4.82 per week to $2.89 per week ...

First Aussie fixed income mandate for global manager

DARREN SNYDER  |  MONDAY, 8 JAN 2018
A global asset manager with Swiss heritage landed its first Australian fixed income mandate recently as a wealth management firm announced the latest additions to its multi-manager suite. Vontobel Asset Management will run an emerging markets debt mandate ...

Financial advice crucial to industry fund members: Cbus

JAMIE WILLIAMSON  |  MONDAY, 8 JAN 2018
More than 3000 Cbus members have been paired with a Certified Financial Planner under an advice program run in conjunction with the Financial Planning Association. The industry superannuation fund is further encouraging its members to embrace financial ...

Sporting arena ripe for new advice business

JAMIE WILLIAMSON  |  WEDNESDAY, 15 NOV 2017
Professional athletes represent a significant business opportunity for financial advice practices, with wealth managers standing to benefit from understanding their unique financial planning needs. According to GlobalData, financial advisers will do ...

Fee models an art, not a science

DARREN SNYDER  |  THURSDAY, 12 OCT 2017
... Viskovic. Rando Associates director and senior adviser Mark Rando will speak alongside Mr Insurance director PJ Byrne and the pair will take a more practical approach to the discussion. Rando said the pair will cover off questions about how to segment ...

Succession planning ensures quality customer service

JAMIE WILLIAMSON  |  WEDNESDAY, 4 OCT 2017
... of client service can actually be measured and quantified in the balance sheet and accounts of a financial practice," the pair said. "It will easily be identified in the planning business revenue in fees charged and longevity of client retention. Yet ...