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Showing 371 - 380 of 820 results for "Group of 20"

AZ NGA continues acquisition spree

ALEX BURKE  |  FRIDAY, 25 AUG 2017
AZ Next Generation Advisory completed its 31st transaction in just over two years with the acquisition of an advice practice previously licensed under Charter Financial Planning. Farrow Hughes Mulcahy (FHM) currently employs eight advisers who specialise ...

New Zealand super goes green

EMMA RAPAPORT  |  TUESDAY, 15 AUG 2017
New Zealand's $35 billion sovereign wealth fund is hanging its future on a low-carbon strategy, shifting 40% of its funds away from companies with high exposure to carbon emissions and reserves. As part of the major deviation, Guardians of the New Zealand ...

Super funds must address climate risk: Market Forces

EMMA RAPAPORT  |  THURSDAY, 3 AUG 2017
The superannuation industry's failure to disclose evidence they have considered climate risk in their investment portfolios has left them vulnerable to legal action according to a financial services activist group. Analysis provided by Market Forces ...

ANZ appoints chief underwriter

ALEX BURKE  |  THURSDAY, 22 JUN 2017
ANZ Wealth has appointed a chief underwriter for OnePath Life Insurance. Peter Tilocca was appointed as acting chief underwriter following John Leonard's retirement in March, having previously been group underwriting and operations manager and senior ...

Advisers boost ethical investments

KARREN VERGARA  |  TUESDAY, 20 JUN 2017
A niche group of financial advisers have collectively boosted their ethically screened investments to $1.2 billion over the past year. Ethical Advisers' Co-operative (EAC) chair Terry Pinnell said the jump in funds under advice represents a 10% increase ...

Grant Samuel finalises fifth partnership

JAMIE WILLIAMSON  |  WEDNESDAY, 14 JUN 2017
Grant Samuel Funds Management formed a new partnership with a Melbourne-based global equities manager. Munro Partners' long/short global equities fund - the Munro Global Growth Fund - will be distributed in Australia and New Zealand by GSFM, which has ...

AZ NGA edges on $5bn with next acquisition

ALEX BURKE  |  THURSDAY, 11 MAY 2017
AZ Next Generation Advisory's acquisition of a Cairns-based financial advice practice brings the firm's total assets under management to about $5 billion. The binding purchase agreement with Menico Tuck Parrish Financial Services (MTPFS), established ...

Life insurance claims handling must improve: ISWG

JAMIE WILLIAMSON  |  FRIDAY, 7 APR 2017
The Insurance in Superannuation Working Group is calling for the removal of complexity around claims handling. Releasing the second of its discussion papers around the development of the Life Insurance Code of Practice for superannuation trustees, the ...

Robo-advice portfolios benefiting from quant factors

KARREN VERGARA  |  THURSDAY, 16 MAR 2017
Returns from thematic robo-advice portfolios can be boosted by using quantitative metrics that won't increase investors' risk, according to digital investment solutions company Quantifeed. In its whitepaper, Designing thematic indices with a quantitative ...

Property manager creates unlisted fund

JAMIE WILLIAMSON  |  TUESDAY, 28 FEB 2017
A subsidiary of an Australian property fund manager recently launched its new unlisted property fund. This week Centuria Property Funds launched the Centuria Diversified Property Fund. It is a multi-asset, open-ended unlisted property fund with an objective ...