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Showing 251 - 260 of 1059 results for "Mutual"

Morningstar introduces new platform

KARREN VERGARA  |  FRIDAY, 15 JAN 2021
... and newsfeeds. The platform has 40 configurable web components to help wealth managers follow market changes on stocks, mutual funds, ETFs, closed-ended funds, foreign-exchange markets, options, preferred stocks, indexes, commodities and fixed income. ...

Franklin Templeton promotes executives

KARREN VERGARA  |  WEDNESDAY, 13 JAN 2021
... equities for Franklin Templeton. He will also join Franklin Templeton's executive committee. Franklin Equity, Franklin Mutual Series, Templeton Global Equity and Edinburgh Partners, Franklin Templeton Emerging Markets Equity, and the Local Asset ...

ATO backs SMSFs as strong retirement choice

ELIZA BAVIN  |  THURSDAY, 17 DEC 2020
... in partnership with all our stakeholders across the SMSF sector and I look forward to continuing these relationships of mutual support and collaboration," he said. "We want to ensure SMSFs remain a strong and credible retirement planning choice for the ...

Australia bottoms out on fund disclosure

ANNABELLE DICKSON  |  TUESDAY, 15 DEC 2020
Australia has been given the lowest grade by a research house for being the only mutual fund market in the world that does not have regulated portfolio holdings disclosure. Morningstar's biannual Global Investor Experience (GIE) report gave Australia ...

Commonwealth Super awards mandate for new strategy

ELIZABETH MCARTHUR  |  MONDAY, 14 DEC 2020
Commonwealth Superannuation Corporation, the $50 billion fund for government employees, has launched a new partnership with a sustainable asset manager. CSC and Osmosis Investment Management have partnered to launch a Resource Efficient Core Equity ...

Advice associations join forces

ANNABELLE DICKSON  |  WEDNESDAY, 9 DEC 2020
... complies with the Tax Practitioners' Board requirements. Further to this, Johnston said the alliance forms a "very compelling mutual benefit". "Accountants want to protect their client base from outside influence by establishing a relationship with an ...

PPS Mutual transforms underwriting process

ANNABELLE DICKSON  |  TUESDAY, 8 DEC 2020
Mutual life insurer PPS Mutual has removed several assessments to its medical and financial underwriting requirements to speed up the application process and benefit members. The mutual insurer has removed the "quick check medical requirement" for prospective ...

CBA private office head joins Mutual Trust

ANNABELLE DICKSON  |  MONDAY, 7 DEC 2020
... will be responsible for delivering client experience to high net worth individuals and families across New South Wales. Mutual Trust chief executive Phil Harkness said the appointment comes from increased demand from Sydney-based clients. "Ralf brings ...

Chief economist update: China keeps on going and going

BENJAMIN ONG  |  FRIDAY, 4 DEC 2020
If not for its ongoing diplomatic and trade tensions with Beijing, Australia would be beaming and congratulating China for the strengthening momentum in its economy and this, after having survived the pandemic without plunging into a recession. After ...

Macquarie acquires US wealth manager

ANNABELLE DICKSON  |  THURSDAY, 3 DEC 2020
... Management's capabilities and client base." The combined business will become a top 25 actively managed, long-term, open-ended US mutual fund manager by AUM across equities, fixed income and multi-asset solutions. Waddell & Reed Financial chief executive ...