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Showing 1621 - 1630 of 3163 results for "Owner"

Managed funds platform launches

KARREN VERGARA  |  TUESDAY, 20 JUN 2017
Managed discretionary accounts provider MA Operator launched a platform aiming to be a low-cost alternative to traditional wraps and the unlisted managed funds platform mFund. MA Operator co-founder Shannon Bernasconi said uXchange enables advisers ...

Wealth firm lists on ASX with $7.3m IPO

ALEX BURKE  |  TUESDAY, 20 JUN 2017
A wealth management and chartered accountancy firm is about to list on the ASX following an initial public offering of 7.3 million shares at $1 per share. Kelly+Partners (ASX: KPG) was established in 2006, currently operates 12 offices in Sydney and ...

Vale John O'Connell

EMMA RAPAPORT  |  THURSDAY, 15 JUN 2017
John O'Connell, founder and chief investment officer of the Macquarie Group-owned robo-advice venture Owners Advisory, has passed away at the age of 53. O'Connell had a long and distinguished career at Macquarie, starting as a senior analyst in the ...

Advisers must prepare for the next generation of clients

EMMA RAPAPORT  |  WEDNESDAY, 7 JUN 2017
Financial advisers who take the initiative to understand new financial products favoured by millennials will be the first in line to secure the next generation of clients, according to former XY adviser and author Clayton Daniel. Speaking to Financial ...

Super funds not future ready: Mercer

EMMA RAPAPORT  |  WEDNESDAY, 7 JUN 2017
Fund trustees and executives must start thinking about the future and take ownership of what their funds can control to ensure long-term growth and sustainability. Discussing Mercer's 2020 Super Fund Executive Report - Change or be Changed, Mercer managing ...

Super funds and CEFC join investment forces

KARREN VERGARA  |  MONDAY, 5 JUN 2017
Hostplus, Future Super, Australian Ethical Investment and the Clean Energy Finance Corporation have raised $26 million for the Clean Energy Seed Fund to be run by specialised investment manager Artesian. The fund will invest in startups at seed stage ...

Hassle-free housing investment

JAMIE WILLIAMSON  |  FRIDAY, 2 JUN 2017
Advisers can help keep the Australian dream of owning a property alive in the midst of the affordability crisis with the option of fractional ownership in residential housing. Actively seeking relationships with financial advisers, BRICKX chief executive ...

Be careful what you wish for

BENJAMIN ONG  |  THURSDAY, 1 JUN 2017
... housing - up 6.5% in the year to April with investment housing re-accelerating to 7.3% (from 7.1% in the year to March) and owner-occupied housing maintaining the 6.1% year-on-year growth rate it recorded in March. Growth in loans to businesses has slowed ...

Change of pace for Countplus

JAMIE WILLIAMSON  |  WEDNESDAY, 31 MAY 2017
... in their firms. "Countplus' strategic intention is to be an investor in high-quality practices, not necessarily be a 100% owner of such firms. It is our aim to become Australia's leading network of professional accounting and advice firms, aligned through ...

Zurich revamps life insurance products

KARREN VERGARA  |  TUESDAY, 30 MAY 2017
Zurich is offering "generous" rate reductions and discounts on a number of its life insurance products in a major upgrade since acquiring Macquarie Life. The insurer announced it will reduce rates for term, and total and permanent disablement (TPD) ...