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Showing 261 - 270 of 820 results for "Dickson"

MySuper performance soars

ANNABELLE DICKSON  |  FRIDAY, 9 JUL 2021
MySuper options have delivered the best annual financial returns in over three decades, new research shows. The latest data from Rainmaker Information's Default MySuper Index recorded 2020/21 financial year returns of an average of 18%, after all fees ...

BT Panorama completes migration

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
BT Panorama has completed the migration of its BT Wrap clients, bringing its total funds under administration to over $100 billion. The final tranche of nearly 50,000 accounts worth over $15 billion in funds under administration have migrated to BT ...

WealthO2 launches top manager MDA

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
WealthO2 has introduced a managed discretionary account with several top managed account investment managers. The MDA includes the expertise of investment managers including BlackRock, Evergreen, Lonsec, Morningstar, Ralton AM and Zenith. As WealthO2 ...

Netwealth FUA, inflows rise

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
Netwealth ended the June quarter with a 12% increase in funds under administration (FUA) and a 102% increase in inflows. The platform recorded $47.1 billion in FUA, up from $41.8 billion in March and a 49.6% increase to the previous corresponding period. ...

FSC launches DDO templates

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
The Financial Services Council (FSC) and 60 of its members have worked together to launch two products ahead of the design and distribution obligations (DDO) regime. The FSC and members from life insurance, funds management and superannuation have collaborated ...

SuperConcepts appoints chief executive

ANNABELLE DICKSON  |  WEDNESDAY, 7 JUL 2021
AMP's SuperConcepts has made its interim chief executive permanent following the resignation of Lara Bourguignon. Grant Christensen was first appointed as interim chief executive in December after Bourguignon's departure and while SuperConcepts recruited ...

Jameson Capital launches fund

ANNABELLE DICKSON  |  WEDNESDAY, 7 JUL 2021
The Melbourne based alternative asset management firm has secured funding from investors to launch a special situations real estate fund. Jameson received $25 million from two European cornerstone investors to launch the fund. The fund will invest into ...

Adviser platform satisfaction slips

ANNABELLE DICKSON  |  WEDNESDAY, 7 JUL 2021
The level of satisfaction financial advisers have with their main platform has dropped as the pandemic puts pressure on platform providers to increase capabilities, new research shows. Investment Trends' latest Adviser Technology Needs Report showed ...

ACSA chief executive steps down

ANNABELLE DICKSON  |  WEDNESDAY, 7 JUL 2021
The Australian Custodial Services Association (ACSA) has announced its chief executive is departing to pursue private business interests. Robert J Brown has held the role since 2017 and is also the managing director of Alford Brown & Associates. ACSA ...

FASEA maintains low pass rate

ANNABELLE DICKSON  |  TUESDAY, 6 JUL 2021
The Financial Adviser Standards and Ethics Authority (FASEA) exam held in May recorded another low pass rate, continuing the trend of previous exams. Of the 1894 advisers that sat the exam, 69% passed. This is in line with the March results which also ...