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Showing 281 - 290 of 738 results for "MOU"

An industry fund vision for retirement comfort

JAMIE WILLIAMSON  |  WEDNESDAY, 10 JAN 2018
A $9.2 billion industry fund is using behavioural economics to fight the Federal Government's inaction on increasing the superannuation guarantee. Vision Super has trialled a program called 'Save more for later' to help employees of Mount Alexander ...

Real AM launches multi-asset portfolios for HNW clients

ALEX BURKE  |  WEDNESDAY, 29 NOV 2017
Real Asset Management is rolling out a custom multi-asset portfolio service for high-net-worth clients and Asian investors with significant investor visas. RAM Australia chief executive Scott Kelly said the new capability was designed largely in response ...

Fund managers should have personal stake: Poll

KARREN VERGARA  |  MONDAY, 27 NOV 2017
Fund managers should 'put their money where their mouth is' and have a personal stake in the funds they manage, Financial Standard's weekly poll results show. About 80% of respondents either agree or strongly believe this statement, indicating portfolio ...

Boutique wealth firm names new COO

KARREN VERGARA  |  TUESDAY, 14 NOV 2017
Real Asset Management Group (RAM) appointed a new chief operating officer. Oliver Mourant joins RAM from Enhance Group, a Jersey-based investment consultancy firm he co-founded in 2005. There he was responsible for its overall operations, helping to ...

BGL enhances life insurance solution

KARREN VERGARA  |  MONDAY, 6 NOV 2017
Self-managed super funds can now obtain quotes and review life insurance policies via SMSF admin software Simple Fund 360. Parent company BGL Corporate Solutions appointed AIA Australia as the underwriter and Australian Group Insurances (AGI) to provide ...

Markets prompt adviser asset allocation review: Research

KARREN VERGARA  |  THURSDAY, 19 OCT 2017
Extreme market conditions are forcing most advisers to reassess client portfolios and consider alternative investment options, latest survey data reveals. About two-thirds (63%) of 200 financial advisers canvassed in Russell Investments' Australian ...

Business benefits of managed accounts mounting

JAMIE WILLIAMSON  |  THURSDAY, 19 OCT 2017
Financial advisers using managed accounts are saving more than 14 hours a week on compliance and administrative tasks. Latest research from BT Financial Group, conducted by Investment Trends in July, demonstrates advisers recommending managed accounts ...

Adviser, SMSF demand driving LIC growth

KARREN VERGARA  |  FRIDAY, 8 SEP 2017
Financial advisers and self-managed super funds are helping drive the strong demand for listed investment vehicles offering wider asset classes and a more diversified portfolio, according to a MinterEllison report. The Australian listed investment companies ...

MGP looking toward a better 2018

JAMIE WILLIAMSON  |  WEDNESDAY, 30 AUG 2017
... provides managed accounts services to was also a contributing factor. According to the report, five memoranda of understanding (MoU) were executed with new licensees though three opted to not proceed post the due diligence undertaken by MGP, while a ...

Remembering Gerry Porter

JAMIE WILLIAMSON  |  MONDAY, 31 JUL 2017
The financial advice industry is mourning the loss of the man behind the Association of Financial Advisers' Genxt initiative. Former AFA board member and Queensland state director Gerry Porter, who passed away over the weekend, is being remembered as ...