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Showing 261 - 270 of 803 results for Annabelle Dickson

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 ...

Class to dump MDA investment

ANNABELLE DICKSON  |  TUESDAY, 6 JUL 2021
The SMSF technology platform has decided to either convert or redeem its $3.1 million investment in Philo Capital Advisers after concluding it is not in the best interest of its shareholders. Class previously made the investment prior to the introduction ...

Life insurance drives economy: Research

ANNABELLE DICKSON  |  TUESDAY, 6 JUL 2021
The life insurance industry has emerged as a key driver of global economic growth, new research shows. The latest MetLife Value of Life Insurance report aims to increase customer engagement and noted life insurance provides stable, long-term investment ...

QSuper, IFM bid for Sydney Airport

ANNABELLE DICKSON  |  MONDAY, 5 JUL 2021
A consortium made up of QSuper, IFM Investors and Global Infrastructure Management has announced a takeover bid for Sydney Airport. The unsolicited, indicative, conditional and non-binding proposal is offering $8.25 per share which equates to a 42% ...