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Showing 11 - 20 of 122 results for %22IFA market%22

Apex Group wins fund admin mandate

CASSANDRA BALDINI  |  FRIDAY, 24 JUN 2022
... tax services for new fund structures dedicated to investing in renewable energy in Australia. Apex Group head of private market sales Andrea Gallenca said: "As a carbon neutral business that has offset a lifetime of carbon emissions, Apex is the perfect ...

Apex completes MMC, IFAA acquisition

CHLOE WALKER  |  WEDNESDAY, 4 MAY 2022
... providing them with access to the group's scalable single-source solution, technology innovation, international reach and market connectivity." Vedran Babic, chief executive of MMC Group added: "Being part of the Apex Group will create new opportunities ...

New operations chief for advice tech start-up

CHLOE WALKER  |  FRIDAY, 4 FEB 2022
... iFactFind's transformation to a modern Software as a Service (SaaS) business and foray into New Zealand's financial planning market. He will also drive the group's business development strategy and work with financial advisers and AFSLs to deliver practice ...

Managed accounts surpass $100bn

ANNABELLE DICKSON  |  WEDNESDAY, 15 SEP 2021
... groups looking to run their own managed accounts and there was a focus on dealer groups setting up managed accounts and big IFA firms running their own investment philosophy through an SMA," he said. Morris said a third cohort of advisers has emerged ...

Aware Super eyes IFAs, hires lead

KARREN VERGARA  |  THURSDAY, 17 JUN 2021
... manager of advice relationships, responsible for implementing and developing the super fund's independent financial adviser (IFA) unit, which is a holistic advice offering. The appointment comes off the back of Aware merging with WA Super last year. ...

MMC acquires super fund administrator

KARREN VERGARA  |  MONDAY, 15 FEB 2021
... Australia," Reiher said. IFAA Group co-founder and managing director Neil Harvey said that changes in the superannuation services market over the last few years saw the firm seek out a partner to "ensure that we could demonstrate underlying financial ...

AMP Capital names new executive

ELIZA BAVIN  |  WEDNESDAY, 3 FEB 2021
... Capital managing director Australia Marsha Beck said the company continues to focus on building its presence in the IFA market. "Our heritage in real assets and deep experience across public markets are of particular interest to advisers looking for ...

ClearView flags future with HUB24

ELIZABETH MCARTHUR  |  THURSDAY, 12 NOV 2020
... launch of La Vista Licensee Solutions two years ago was flagged by ClearView as part of its strategic focus on the IFA market. The company says 31 self-licensed practices have joined La Vista for licensing and back office infrastructure so far. A comprehensive ...

Pengana sales manager lands distribution gig

ALLY SELBY  |  THURSDAY, 20 AUG 2020
... excited about welcoming Alex into the team, whose remit is to aid with investor awareness of our strategies and funds in market, while driving a coordinated distribution strategy for the Inspire Impact products," he said. Keen joined Pengana in June ...

Pessimism strikes Australia, US optimistic

ELIZA BAVIN  |  WEDNESDAY, 17 JUN 2020
... professionals are forecasting double-digit losses, according to Natixis. In its most recent Natixis Investment Manager's IFA survey, Natixis found financial professionals expect the stock market to post merely modest declines for the year, with continued ...