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Showing 131 - 140 of 274 results for "Aspiration"

Lonsec to acquire in-house managed account offerings

HARRISON WORLEY  |  TUESDAY, 7 MAY 2019
Lonsec is looking to help financial advisers transition away from conflicted advice models by acquiring their in-house managed portfolios. Lonsec is offering to purchase in-house managed portfolio solutions from advice licensees, allowing advisers to ...

Industry funds announce $26bn joint venture

KANIKA SOOD  |  WEDNESDAY, 1 MAY 2019
... other super funds who want to preserve their branding instead of [the brand] being hoovered up by a large fund." "Our aspiration is to get to $40 billion to $50 billion by 2025," Fairley said. About $40 billion is enough to be able to bring a part of ...

Investment manager appoints global chief

HARRISON WORLEY  |  FRIDAY, 26 APR 2019
A global real estate investment manager has appointed a new chief executive. Savills Investment Management named Alex Jeffrey as its new chief executive, as the firm embarks on the next stage of its global growth. Set to join the firm later this year ...

Platform rebrands for next phase

JAMIE WILLIAMSON  |  TUESDAY, 12 MAR 2019
A $13 billion platform provider and investment administrator is rebranding as it gears up for the launch of both a superannuation and non-superannuation Wrap solution. Managed Accounts Holdings - also known as managedaccounts.com.au - is rebranding ...

Advisers need to behave above the law

HARRISON WORLEY  |  FRIDAY, 22 FEB 2019
FASEA's recently confirmed Code of Ethics will require advisers to act well above the basic behavioural standards expected of them. Addressing delegates on day two of the Self-Managed Super Fund Association National Conference in Melbourne this week ...

Joint venture to set new ETF standard

JAMIE WILLIAMSON  |  WEDNESDAY, 9 JAN 2019
... industry-leading Canadian mutual fund business," he said. BlackRock head of US and Canada iShares, Martin Small said the aspiration is to set a new standard for the Canadian ETF market through high quality solutions and service. RBC GAM is the largest ...

AMP Capital combines markets business

KANIKA SOOD  |  TUESDAY, 30 OCT 2018
... global public markets team aligns our capabilities to provide a holistic market offering, enabling us to deliver on our aspiration of becoming a global preeminent investment manager."

Advice is the business to be in: Salt

HARRISON WORLEY  |  WEDNESDAY, 10 OCT 2018
... lifestyle entitlement to grow among Australians. "We have raised the bar," Salt said. "A sense of entitlement. A sense of aspiration. We don't want a caravan holiday to the Coolangatta caravan park, we want a Jetstar holiday to Bali." This sense of entitlement ...

Perception is everything: Kewin

JAMIE WILLIAMSON  |  WEDNESDAY, 10 OCT 2018
Financial advisers must proactively work to change the public perception of financial advice to ensure the industry's sustainability. This message underscored Association of Financial Advisers chief executive Phil Kewin's opening address at ...

The goals-based opportunity

JAMIE WILLIAMSON  |  FRIDAY, 5 OCT 2018
Only 30% of Australians know what their goals in life are, revealing a significant opportunity for financial advisers using a goals-based approach. According to new research from Advice Intelligence, about 70% of Australians don't know what their goals ...