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Showing 151 - 160 of 1411 results for "ROA"

A roadmap for transitioning to managed accounts

ANDREW MCKEAN  |  THURSDAY, 14 SEP 2023
Netwealth has unveiled a blueprint to a successful transition to managed accounts for financial advisers, centring on staff training, client messaging, and planning. At today's Financial Standard Best Practice Forum on Managed Accounts, Netwealth's ...

Australian Retirement Trust hires Tim Unger

ELIZABETH FRY  |  FRIDAY, 8 SEP 2023
Australian Retirement Trust has added former Willis Towers Watson sustainable investments lead Tim Unger to its team. Unger has been appointed as senior portfolio manager within the sustainable investments team. The appointment follows ART's recent ...

The evolution of governance structures

CASSANDRA BALDINI  |  WEDNESDAY, 30 AUG 2023
As superannuation funds develop and expand, investment governance structures must also transform, the super industry has heard. In a panel discussion at the Australian Institute of Superannuation Trustees ASI Conference, Australian Retirement Trust ...

Super funds taking on the climate crisis

ANDREW MCKEAN  |  WEDNESDAY, 30 AUG 2023
As stewards of future prosperity, superannuation funds are obligated to mitigate extreme climate impacts through rapid decarbonisation and drawdown permissions; a failure to act would squander a golden opportunity to spearhead the transition to a low ...

MA Financial strengthens lending business

CHLOE WALKER  |  MONDAY, 28 AUG 2023
MA Financial Group has reported strong growth in its private credit book, rising 59% to $564 million, with joint chief executive Chris Wyke saying the group's focus on the asset class is paying off. This, the group said was driven by the accelerating ...

Bravura hires global head of product

CASSANDRA BALDINI  |  WEDNESDAY, 23 AUG 2023
Bravura Solutions has named Greg Johnson as its new head, amid intentions to shift towards a product-centric business structure. In the role, Johnson will lead Bravura's global product team and work on simplifying and unifying its suite of products ...

FSCP issues slap on the wrist to adviser

KARREN VERGARA  |  FRIDAY, 11 AUG 2023
... underwriting, he did not revisit the advice he provided, the FSCP said. Mr. K, instead, recommended in a Record of Advice (ROA) that the clients apportion their cover between the new and existing provider up to the maximum amount allowed without underwriting. ...

Barwon snaps up $124m of healthcare assets

ANDREW MCKEAN  |  FRIDAY, 11 AUG 2023
Alternative fund manager Barwon Investment Partners has added three new acquisitions to its healthcare property portfolio, increasing the value of its institutional fund to $1.4 billion. The Barwon Institutional Healthcare Property Fund (BIHPF) acquired ...

More than $100k raised at FICAP RockStar

STAFF WRITER  |  WEDNESDAY, 2 AUG 2023
The return of the Financial Industry Community Aid Program's annual 'RockStar' event was a roaring success, seeing more than $100,000 raised for its charity partners while an Oasis classic saw PIMCO's Scott Delaney crowned the night's ...

Recession risk is receding: Natixis IM

CHLOE WALKER  |  WEDNESDAY, 26 JUL 2023
Thanks to a robust start to the year, economists and investment strategists are feeling more confident that a recession won't take place in the second half, according to a recent survey by Natixis Investment Managers (Natixis IM). The survey, conducted ...