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Showing 1671 - 1680 of 4767 results for "Run"

ASIC takes financial planner to court

KANIKA SOOD  |  TUESDAY, 3 JUL 2018
ASIC is taking a Queensland-based financial planner to the Supreme Court, after his licensee reported him to the corporate regulator. Brett Andrew Gordon operated a financial planning business, Refocus Financial Group on the Sunshine Coast. He held ...

ASIC slams SMSF advice, flags further education reform

JAMIE WILLIAMSON  |  FRIDAY, 29 JUN 2018
ASIC will pursue further education requirements for financial advisers in a damning report showing 90% of financial advice provided in establishing self-managed superannuation funds is non-compliant. Reviewing 250 client files from 102 different AFSLs ...

Qualitas creates LIT, enters retail market

DARREN SNYDER  |  FRIDAY, 29 JUN 2018
Real estate manager Qualitas is in the final stages of launching a listed investment trust, its first exchange-traded product and its first foray into the retail investment market. The listed investment trust (LIT) will focus on commercial real estate ...

Younger advisers drive digital client engagement

KARREN VERGARA  |  WEDNESDAY, 27 JUN 2018
Financial planners are increasingly looking for digital means to engage clients, latest Investment Trends research shows. The majority (88%) of advisers are strengthening their client relationships using technology-based solutions to interact and disseminate ...

Praemium moves Smartfunds into UAE

KANIKA SOOD  |  MONDAY, 25 JUN 2018
... after its UK launch in July 2008. At the time, Praemium used a UK-based manager. The UAE Smartfunds announced today will be run by the in-house Smart Investment Management team. Praemium's Smart Investment Management Team now manages assets worth ...

Global manager hires former Wallaby, launches unit trust

DARREN SNYDER  |  FRIDAY, 22 JUN 2018
... Financial Standard in Sydney yesterday, River and Mercantile chief executive of asset management James Barham said the firm has run segregated institutional mandates in Australia and New Zealand since 2013 and currently manages more than $1 billion from ...

Aussie HNWI population grows: Capgemini

HARRISON WORLEY  |  THURSDAY, 21 JUN 2018
Latest research from digital consultant Capgemini shows Australia's high-net-worth individual (HNWI) population is growing, with more than 20,000 Aussies joining the fold in 2017. According to Capgemini's 2018 World Wealth Report, Australia's HNWI population ...

Quantifeed eyes Australian expansion with $13.5m raising

KANIKA SOOD  |  WEDNESDAY, 20 JUN 2018
The fintech is looking to expand its B2B robo-advice business in Australia as a part of a $13.5 million venture capital raising announced today. The series B funding was led by Taiwanese giant Cathay Financial Holdings, with participation from US-based ...

Fidante eyes actively managed ETFs

KANIKA SOOD  |  THURSDAY, 14 JUN 2018
... are focused on equities. Challenger owns multi-affiliate asset manager Fidante Partners. "Some of our fixed income managers run some of the most popular fixed income products in the market, when it comes to managed funds. The adviser community is very ...

Industry responds to Dover shutdown

JAMIE WILLIAMSON  |  TUESDAY, 12 JUN 2018
... on an industry where the integrity of some segments of the market have been repeatedly called into question...Even if you run a stable, high quality and compliant advice business, if your licensee closes it can be painful," he said. Elsewhere, Hamilton ...