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Showing 401 - 410 of 939 results for "Martin"

Mainstream renews boutique fund administration mandate

EMMA RAPAPORT  |  FRIDAY, 10 NOV 2017
... well placed to meet our administration needs now and into the future." Mainstream Group Holdings chief executive officer Martin Smith said: "Since our listing we have found a sweet spot supporting $1-3 billion fund managers looking for agile solutions ...

The PI risks of goals-based advice

JAMIE WILLIAMSON  |  THURSDAY, 9 NOV 2017
Financial advisers making the switch to goals-based advice must ensure they are adequately covered with professional indemnity insurance. That was the warning heeded by delegates at the inaugural Association of Goals Based Advice conference in Sydney ...

Boutique investment bank expands in Australia

ALEX BURKE  |  MONDAY, 6 NOV 2017
... of opportunities and is very timely given the market developments we are seeing," Berkshire Asia-Pacific vice-chair Ian Martin said. "Expanding our team and broadening our coverage footprint further enhances our international platform," Berkshire partner ...

Super guarantee must be 12pct: ASFA

DARREN SNYDER  |  FRIDAY, 27 OCT 2017
... for retirees, however there's still quite a gap to reach comfortable and modest retirement levels. ASFA chief executive Martin Fahy said many recent retirees will need to substantially rely on the Age Pension in their retirement and "phased increases ...

XTB expands retail offering, launches responsible SMA

KARREN VERGARA  |  TUESDAY, 24 OCT 2017
... individual ASX100 corporate bonds, similar to buying shares in the same companies. Co-founder and chief investment officer Ian Martin said: "We like to be compared to term deposits for steady reliable returns with certainty, but even then we out-compete ...

Praemium grows SMA options

JAMIE WILLIAMSON  |  MONDAY, 16 OCT 2017
... new managed funds and 14 ETFs/LICs with the number of individual managed funds now at 301. Praemium head of distribution Martin Morris said the addition of the new models and managed funds is part of the platform's commitment to offering one of the broadest ...

Why advisers should revisit death benefits

KARREN VERGARA  |  FRIDAY, 6 OCT 2017
... in conjunction with the transfer balance cap in estate planning strategies. According to IOOF head of technical services Martin Breckon, the changes around death benefits reinforce the idea that super is not a vehicle for extensive estate planning or ...

TH Real Estate appoints head of debt from CBRE

ALEX BURKE  |  THURSDAY, 5 OCT 2017
TH Real Estate appointed a new head of debt for Australia. Martin Priestley joins TH Real Estate from CBRE, where headed up the debt and structured finance business for the Asia-Pacific region. Before that, he was managing director of Moss Capital ...

Former UBS exec joins Celeste

ALEX BURKE  |  FRIDAY, 22 SEP 2017
The former executive director and head of emerging companies research at UBS is joining Celeste Funds Management. Martin Byers specialised in emerging companies at UBS since joining in 2006. Prior to that, he was a senior equity analyst at the Royal ...

Mason Stevens wins 2017 Technical Paper of the Year

JAMIE WILLIAMSON  |  MONDAY, 18 SEP 2017
... of incorporating managed accounts." Meanwhile, Praemium was also recognised for its entry with its head of distribution Martin Morris receiving the 'Highly Commended' accolade for 'Making bespoke advice models scalable'. "It's a technical paper that ...