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Showing 211 - 220 of 409 results for "Investment adviser"

Crestone signs former Rio Tinto CEO

DARREN SNYDER  |  THURSDAY, 6 OCT 2016
Wealth management firm Crestone has named a new non-executive director. Leigh Clifford joins Crestone, which now has $14 billion in assets under management, having accrued substantial experience in the management of businesses in Australia and internationally ...

Worst 'fat cat' funds have high fee diet

MARK SMITH  |  WEDNESDAY, 28 SEP 2016
Automated investment adviser Stockspot branded 638 funds 'fat cats' in its annual survey of superannuation and managed fund performance, revealing high fees as the force behind underachievement. The study conducted analysis of 3,820 super and managed ...

New fund tapping into Indian equities

JAMIE WILLIAMSON  |  FRIDAY, 9 SEP 2016
India Avenue Investment Management Australia has taken advantage of the recent surge in India's economy by launching a new unlisted investment fund. The India Avenue Equity Fund is an open-ended fund with the ability to hold up to 30% cash, allowing ...

Stockspot preps new tool for partners

JAMIE WILLIAMSON  |  FRIDAY, 26 AUG 2016
... launched later this year. The tool will enable selected financial professionals to team up with the automated investment adviser to manage client's portfolios including all advice, investing, compliance, rebalancing and tax reporting with full visibility ...

Fund administrator purchases New York business

DARREN SNYDER  |  TUESDAY, 23 AUG 2016
An Australian fund administrator is delivering on its recent US expansion by acquiring New York-based hedge fund administrator Fundadministration. Following the opening of its New York office in July, ASX-listed MainstreamBPO sees its most recent purchase ...

Stockspot and Class form data deal

DARREN SNYDER  |  TUESDAY, 2 AUG 2016
... dividend statements, franking credits and tax summaries is now live through a new industry partnership. Automated investment adviser and fund manager Stockspot has teamed with cloud-based SMSF administration software provider Class to deliver the new ...

Is gold on the ceiling for Australian investors?

DARREN SNYDER  |  FRIDAY, 29 JUL 2016
Gold's place inside an investment portfolio came under the spotlight this week as two fund managers provided separate views on the divisive asset. Speaking at an ABC Bullion event, 'The new bull market in precious metals', Cor Capital Fund executive ...

Advisers need to leverage enormous ETF winds

DARREN SNYDER  |  WEDNESDAY, 27 JUL 2016
Exchange traded fund providers and financial advisers need to leverage the "enormous winds" created by ETFs in building better client investment portfolios, according to a leading industry executive. Speaking at the Financial Standard Exchange Traded ...

Stockspot cuts robo-advice fees

KERRIE SYDEE  |  WEDNESDAY, 6 JUL 2016
Automated investment adviser and fund manager, Stockspot, has reduced fees for all clients and eliminated the annual advice fee for investment portfolios under $50,000. Stockpot founder and chief executive, Chris Brycki, said the decision to reduce ...

J.P. Morgan and Future Fund ties at robo-adviser

DARREN SNYDER  |  MONDAY, 30 MAY 2016
... politicians and financial services executives looking to advise up-and-coming fintechs. The co-founders of automated investment adviser Six Park have recruited former Future Fund general manager Paul Costello and former Federal Finance Minister Lindsay ...