Search Results | Showing 211 - 220 of 409 results for "Investment adviser" |
| | | 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 ... |
| | | | 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
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