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Showing 391 - 400 of 1191 results for "Principle"

CountPlus firm acquires advice boutique

HARRISON WORLEY  |  THURSDAY, 17 OCT 2019
A member of the CountPlus network has acquired a boutique financial planning practice. Kidmans Partners has acquired Latitude Advisory Services in a move designed to broaden its offering. Latitude managing principal Rod Geilman is set to become a principal ...

First Sentier bolsters responsible investment team

HARRISON WORLEY  |  WEDNESDAY, 16 OCT 2019
First Sentier Investors grew its responsible investment team with the appointment of a former Sustainalytics executive. The global investment manager appointed Kate Turner as a responsible investment specialist in its Sydney-based team. Her appointment ...

AMP shamed by CHOICE

ELIZA BAVIN  |  THURSDAY, 10 OCT 2019
... of AMP's superannuation customer base comes from inactive accounts which are slowly losing value as fees eat into the principle. According to CHOICE there are over a million idle accounts within the AMP super products. Cameron Sinclair, a senior policy ...

Return to the mutual model: Expert

ELIZABETH MCARTHUR  |  THURSDAY, 3 OCT 2019
A financial advice industry veteran has called for a return to the mutual model, saying the sector has lost focus and a sense of purpose. Property Funds Management Australia chief executive Barry Daniels has said there is still hope for the industry ...

Regal teams up for new fund

KANIKA SOOD  |  MONDAY, 30 SEP 2019
Phil King's Regal Funds Management has teamed up with Gresham, and the two are raising for a new fund that will invest in royalties from Australian resources assets. The Gresham Resources Royalties Fund (GRRF) has raised $85 million so far and has ...

Industry fund awards $125 million mandate

KANIKA SOOD  |  THURSDAY, 26 SEP 2019
An industry fund chose Dimensional Fund Advisors for a $125 million allocation as it directs more of its Australian equities assets into screened passive strategies. Christian Super manages $1.6 billion on behalf of its members, of which 23% is in Australian ...

AMP, HESTA, Hostplus lose out in ratings

STAFF WRITER  |  THURSDAY, 26 SEP 2019
The Ethical Advisers' Co-op has re-released its fund ratings in the lead up to Ethical Investment Week, with some surprising results. The co-op rates superannuation and investment funds by asking the individual advisers that make up the group to ...

Research budgets shrink at UK asset managers

KANIKA SOOD  |  FRIDAY, 20 SEP 2019
... pass on the cost to clients, and overall, the asset managers improved their accountability and execution costs. "A key principle of the MiFID II unbundling reforms is to ensure that portfolio managers act as good agents in the best interests of their ...

Global manager launches European infrastructure fund

HARRISON WORLEY  |  THURSDAY, 19 SEP 2019
A $222 billion global asset manager will launch a third diversified European infrastructure fund. First Sentier Investors - formerly known as Colonial First State Global Asset Management - will launch its third European Diversified Infrastructure Fund ...

Integrity Life launches lifetime discount offer

ELIZA BAVIN  |  THURSDAY, 19 SEP 2019
... and products must be appropriate for their needs," Integrity Life managing director Chris Powell said. "This simple principle is something that businesses such as ours are seeking to address and to play a valuable role in the evolution of our industry ...