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Showing 411 - 420 of 1473 results for "Managed funds"

OneVue, Mainstream automate cross-platform transfers

HARRISON WORLEY  |  TUESDAY, 14 MAY 2019
... manual and costly transfers process, Calastone is enabling greater efficiency, confidence and certainty in how the managed funds supply chain interacts."

Midwinter acquires InvestmentLink

ELIZABETH MCARTHUR  |  TUESDAY, 14 MAY 2019
... provider InvestmentLink. InvestmentLink contains over 4.4 million client accounts across 300 superannuation and managed funds. It has $40 billion of assets managed by 12,000 advisers from more than 200 dealer groups. The financial details of the transaction ...

SMSF gender gap reduces over time

HARRISON WORLEY  |  TUESDAY, 7 MAY 2019
... average fund balance of around $406,000. The report also shows that while the average age of people establishing self-managed funds is 48.9, women are typically younger when starting their self-managed super journey, establishing SMSFs at 48.4, on average ...

Platform provider wins mandate

KANIKA SOOD  |  WEDNESDAY, 10 APR 2019
... stockbroking and asset management services to clients. It runs multi-asset portfolios using direct Aussie shares, ETFs and managed funds. It is led by former Macquarie Group associate director Sam Robson, former Citigroup head is investment advisory ...

Crestone builds investment team

KANIKA SOOD  |  TUESDAY, 9 APR 2019
... joining Crestone Wealth Management as a senior portfolio strategist from JANA Investment Advisers where he researched managed funds and advised charities, endowments and large superannuation funds. Crestone has also hired Anshula Venkataraman as an investment ...

Ironbark, Zurich shutter funds

KANIKA SOOD  |  FRIDAY, 5 APR 2019
... for the global fund and July 31 for the Australian fund. Zurich Investments is currently reviewing its lineup of managed funds, which had 12 funds managed by 6 managers totaling $2.1 billion in assets under management before the shutdown announced this ...

Former adviser cops 10-year prison sentence

JAMIE WILLIAMSON  |  MONDAY, 18 MAR 2019
... to establish self-managed superannuation funds and invest their super and other funds in products such as shares, managed funds and interest rate bank accounts. The amount invested by clients totalled $6.7 million. However, none of the money actually ...

MSCI ups China A-shares, managers respond

KANIKA SOOD  |  THURSDAY, 7 MAR 2019
... Chinese trade tensions. Goldman Sachs has estimated that at least US$70 billion in inflows from active and passive managed funds is expected moving forward." The manager's A-share exchange traded funds (ETFs) are seeing increased flows in the anticipation ...

Rainmaker welcomes new head of superannuation research

DARREN SNYDER  |  FRIDAY, 1 MAR 2019
... that has held product manager roles at E*TRADE, AMP Capital and ING. At CFS, Ross looked after superannuation and managed funds sitting on the FirstWrap platform. Rainmaker executive director, research and compliance Alex Dunnin said recent reports from ...

Trust deficit boosts Australian Ethical membership, FUM

KARREN VERGARA  |  FRIDAY, 22 FEB 2019
... corresponding period last year," Vernon said. It reached the $3 billion FUM milestone across superannuation and managed funds in mid-February 2019. Statutory NPAT for the first half jumped 47% year on year to $3.4 million.