Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 131 - 140 of 1914 results for %22JP Morgan%22

Super mergers only beginning: J.P. Morgan

ELIZABETH MCARTHUR  |  WEDNESDAY, 16 MAR 2022
... only seen the start of consolidation in superannuation, with mergers to accelerate, according to a new survey from J.P. Morgan. J.P. Morgan's inaugural Future of Superannuation Report interviewed 12 super fund leaders, who collectively manage $1 trillion ...

FPA is the preferred association: Research

KARREN VERGARA  |  WEDNESDAY, 16 MAR 2022
The Financial Planning Association holds the lion's share of membership as nearly 40% of advisers report they are part of the professional body. Some 38% or 7239 active advisers on ASIC's Financial Adviser Register are members of the FPA based on the ...

Centuria joins forces with Morgan Stanley

KARREN VERGARA  |  WEDNESDAY, 16 MAR 2022
Centuria Capital Group has partnered with Morgan Stanley in a bid to further expand its healthcare assets which have grown to $1.7 billion. The joint venture with Morgan Stanley Real Estate Investing seeds an investment vehicle called the Centuria Prime ...

WT Financial Group acquires Synchron

KARREN VERGARA  |  TUESDAY, 15 MAR 2022
ASX-listed WT Financial Group (WTL) is set to acquire Synchronised Business Services for $8 million. The transaction will create one of the country's largest non-aligned dealer groups with more than 600 advisers and $16 billion in funds under advice. ...

Direct indexing: The next evolution?

CHLOE WALKER  |  MONDAY, 7 MAR 2022
... total assets under management in 2020 sitting at around US$350 billion. According to a 2021 report from Oliver Wyman and Morgan Stanley, this could grow to about US$1.5 trillion by 2025, drawing flows that would otherwise be snapped up by ETFs or mutual ...

Prime Value hires Rest portfolio manager

KARREN VERGARA  |  WEDNESDAY, 23 FEB 2022
... Younger is the newest addition to the firm, following Benjamin Mellody's appointment as an equities analyst and Philip Morgan, who became the new director of investor relations and capital raising, last year. Morgan worked at the NAB banking group's ...

Big tech, interest rates dominate reporting season

KARREN VERGARA  |  MONDAY, 21 FEB 2022
... tech companies, which have seen share prices bid up to historic highs off the back of overly optimistic expectations. J.P. Morgan Asset Management portfolio manager Josh Berelowitz said the market continues to underprice a number of tech themes, such ...

Pinnacle executive joins Plato LIC

CHLOE WALKER  |  THURSDAY, 17 FEB 2022
... boutique asset management businesses in South Africa. Meyer was also previously the founder and chief executive of RMB Morgan Stanley, leading the company to be the number one institutional equity business in South Africa. In a statement, Plato's ...

Assets under custody hit $4.7tn

ELIZABETH MCARTHUR  |  TUESDAY, 15 FEB 2022
... showing assets under custody increased by 5.8%to a new record of $4.7 trillion in the six months to 31 December 2021. J.P. Morgan remains Australia's largest custodian with more than $1.1 trillion in assets under custody. The biggest movement in ...

Rest awards responsible investment mandate

ELIZABETH MCARTHUR  |  MONDAY, 14 FEB 2022
... taxes, brokerage, foreign exchange costs and unintended exposures for super funds." Parametric and Calvert are part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley.