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

Search Results

Showing 2101 - 2110 of 9816 results for "Advisers"

Managed accounts surpass $100bn

ANNABELLE DICKSON  |  WEDNESDAY, 15 SEP 2021
... accounts and big IFA firms running their own investment philosophy through an SMA," he said. Morris said a third cohort of advisers has emerged that are not looking to set up their own managed accounts but instead are partnering with an asset consultant ...

Swell AM launches retail trust

ELIZABETH MCARTHUR  |  TUESDAY, 14 SEP 2021
... the value and effectiveness of our conservative approach." Poole added: "Our aim is to make it easy for investors and advisers to access our capabilities. We want to facilitate choice and allow investors and advisers to choose how they invest with us ...

Whitehelm Capital sells to German manager

KANIKA SOOD  |  TUESDAY, 14 SEP 2021
... billion in the segment. Whitehelm employs about 60 investment staff and was set up in 2014 Challenger and Access Capital Advisers merged their infrastructure operations. "We are really excited about partnering with PATRIZIA. They represent a perfect ...

Adviser ETF take-up continues

KARREN VERGARA  |  MONDAY, 13 SEP 2021
An overwhelming number of financial advisers are recommending exchange-traded funds to clients in place of active management strategies, according to a VanEck survey. After canvassing 547 financial advisers, VanEck's 2021 Australian Smart Beta Survey ...

ASIC urged to act on common ownership

KARREN VERGARA  |  FRIDAY, 10 SEP 2021
... how super funds vote ultimately sits in APRA's domain. "We certainly haven't done an investigation on the proxy advisers policies of the super funds [and] their voting of proxy shares. I do think though each super fund will be very different ...

Vanguard Australia appoints new managing director

KANIKA SOOD  |  FRIDAY, 10 SEP 2021
... Australia in 2017 the business has evolved significantly and with a stronger focus on working directly with investors and the advisers that serve them. The launch of Vanguard super next year will be an exciting step forward on that journey to help Australian ...

Breach reporting guidance released

KARREN VERGARA  |  WEDNESDAY, 8 SEP 2021
ASIC has released more details on how financial advisers providing advice to retail clients can comply with the upcoming breach reporting law. Information sheet 259 Complying with the notify, investigate and remediate obligations sets out further guidance ...

AZ NGA takes stake in boutique

ANNABELLE DICKSON  |  WEDNESDAY, 8 SEP 2021
... with $300 million in funds under management, $2 million in annual in-force life insurance premiums and six financial advisers. The stake includes a cash component and capital funding for growth and future acquisitions. The capital will be used as soon ...

Morningstar business development lead to exit

JAMIE WILLIAMSON  |  WEDNESDAY, 8 SEP 2021
... be tasked with leading the team through the next phase of growth as we remain committed to empowering the success of advisers and individuals - and those that serve them," the spokesperson said.

Navigator buys stake in alternatives manager

KARREN VERGARA  |  TUESDAY, 7 SEP 2021
... group." The transaction is expected to finalise on September 30. Berkshire Global Advisors acted as exclusive corporate advisers to Navigator. Berkshire was also recently involved in the sale of Rainmaker Information to ISS, with partner Nelson Lam closing ...