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Showing 151 - 160 of 594 results for "MCG"

Millennials shaping family office strategy

EMMA RAPAPORT  |  MONDAY, 16 OCT 2017
Socially mindful and environmentally conscious millennials are driving a shift in how the ultra-wealthy manage their money as family offices set to ramp up allocation towards impact investing, according to the latest research. The Global Family Office ...

AMP Capital takes stake in Sydney development

ALEX BURKE  |  THURSDAY, 28 SEP 2017
AMP Capital, along with a $60 billion superannuation fund, has made a significant investment in a Sydney property development being overseen by a $300 billion US asset manager. AMP Capital's Wholesale Office Fund (AWOF) agreed to purchase a 25% interest ...

Managed accounts add brilliant value for dealer group

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2017
Managed accounts are enabling an independent advice group to be more disciplined in its investment approach, and adding more value to the client relationship, according to its co-founder. GPS Wealth principal adviser and co-founder, Rob McGregor, who ...

Infocus buys influential advice business

JAMIE WILLIAMSON  |  TUESDAY, 5 SEP 2017
Infocus acquired a leading holistic financial advice business to provide the wealth manager with a Sydney office and to continue growing its national salaried advice strategy. Announcer, led by chief executive Andrew Rocks, will now fall under the Infocus ...

Managed Accounts Forum survey open

DARREN SNYDER  |  FRIDAY, 18 AUG 2017
In the lead up to the Best Practice Forum on Managed Accounts, Financial Standard is running a survey to help provide industry insight. The survey asks about leading brands in managed accounts as well as your role in the financial services industry. ...

Managed accounts forum unveils new format, adviser focus

DARREN SNYDER  |  TUESDAY, 8 AUG 2017
The Financial Standard Best Practice Forum on Managed Accounts is introducing an entirely new and innovative format in 2017, placing financial advisers front and centre of the one-day conference. Financial Standard launches a new program format called ...

Advisers backing fractional property investment

JAMIE WILLIAMSON  |  MONDAY, 10 JUL 2017
A financial adviser dealer group has embraced the fractional investment opportunities presented by DomaCom after clients successfully purchased two properties in Victoria and Queensland via HUB24. A crowdfunding campaign by GPS Wealth clients saw DomaCom ...

AMG Super expands executive team

EMMA RAPAPORT  |  THURSDAY, 6 JUL 2017
Boutique superannuation fund, AMG Super, is expanding its executive team with two appointments. Former client partnership manager at Australian Administration Services (part of Link Group), Tony McGraw, will commence with AMG Super on 10 July 2017 as ...

Advice and real estate firms align

JAMIE WILLIAMSON  |  WEDNESDAY, 5 JUL 2017
Financial advice firm Announcer Group has officially partnered with one of Australia's fastest-growing real estate services businesses. After three years of working together, Announcer and McGrath Estate Agents formalised a strategic referral partnership ...

Education key in combatting elder financial abuse

JAMIE WILLIAMSON  |  TUESDAY, 6 JUN 2017
Financial advice practices will be able to equip staff with greater knowledge and understanding around identifying and preventing elder financial abuse through a selection of new education and training materials. Protecting Seniors Wealth has launched ...