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Showing 231 - 240 of 616 results for "Wealth manager"

Pessimism strikes Australia, US optimistic

ELIZA BAVIN  |  WEDNESDAY, 17 JUN 2020
Financial professionals in the United States are optimistic about a market recovery, while pessimism is highest in the Asian region where professionals are forecasting double-digit losses, according to Natixis. In its most recent Natixis Investment ...

Aussie financial firms struggle to manage risk: Study

ALLY SELBY  |  TUESDAY, 9 JUN 2020
Australian financial firms are struggling to keep up with the pace of technological change, with two thirds of executives revealing that risks are emerging more rapidly than ever before. More than 70 Australian senior risk executives from the major ...

Opportunities exist in high yield: Eaton Vance

ALLY SELBY  |  TUESDAY, 19 MAY 2020
Wealth manager Eaton Vance believes there to be investment opportunity in the current volatile environment for global high yield investors, with relatively attractive returns expected for the coming 12 months. Following the strong rally in asset markets ...

Advice group research head departs

HARRISON WORLEY  |  FRIDAY, 1 MAY 2020
The head of research at a major financial advice group has jumped ship, and is set to head up investments in AMP's superannuation trustee office. Miriam Herold is leaving Centrepoint Alliance, as the advice group's research leadership is re-shuffled ...

Industry fund adds to executive leadership

HARRISON WORLEY  |  FRIDAY, 1 MAY 2020
... Australia and the US. During his time at BT, Muir supported the development of the compliance framework for the wealth manager's advised and non-advised platform superannuation products, in addition to working on the simplification of member pricing ...

Colonial First State closes global fund

ALLY SELBY  |  FRIDAY, 1 MAY 2020
... depreciation in the Australian dollar and decline in value of some of the underlying securities," it said. The wealth manager has also terminated the investment options in Wholesale Mezzanine (Class A) and FirstChoice Wholesale Investments, effective ...

AMP bleeds $18 billion

HARRISON WORLEY  |  THURSDAY, 23 APR 2020
... management arm still suffered to the tune of $1.3 billion across the first quarter. It isn't all bad news for the wealth manager however. About $1.1 billion more in cash flowed into its wealth arm than this time last year, which it said was largely thanks ...

Ethical fund manager wears $520m hit

HARRISON WORLEY  |  TUESDAY, 21 APR 2020
... tune of half a billion dollars in the first quarter, but strong inflows have helped limit the damage. The ethical wealth manager closed the first quarter on March 31 with $3.59 billion in funds under management across its superannuation and managed fund ...

IOOF trims operations

HARRISON WORLEY  |  THURSDAY, 16 APR 2020
Plans to simplify IOOF are continuing, with the wealth manager taking an axe to its New Zealand business. IOOF has sold the client rights to the IOOF Integral Master Trust it operates in New Zealand, the centrepiece of the firm's operations in the ...

ClearView promotes resilience

HARRISON WORLEY  |  THURSDAY, 9 APR 2020
... the delivery of key projects and reduced sales, elevated lapses and the suspension of premiums. According to the wealth manager, its regulatory capital "appears resilient" to each scenario. "These will continue to be closely monitored and potential actions ...