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Showing 431 - 440 of 2179 results for "In March"

Pendal FUM up $5bn

KANIKA SOOD  |  THURSDAY, 15 JUL 2021
... strength of the US region and its potential for future growth from the perspective of flows, FUM, and margins.." he said. In March quarter, Pendal reported a "turnaround" in its net flows, as it received $900 million in net flows during the quarter.

Raiz rolls out SMSF functionality

ELIZABETH MCARTHUR  |  THURSDAY, 15 JUL 2021
... research from Vanguard and Investment Trends found that SMSF assets have rebounded to an all-time high of $787 billion in March 2021 following COVID-induced losses last year ($694 billion in March 2020). The total number of SMSFs also continues to grow ...

Plato wins $3.9bn mandate

KANIKA SOOD  |  WEDNESDAY, 14 JUL 2021
... to Plato Investment Management. Colonial First State FirstChoice Lifestage made the allocation to the Sydney boutique in March, with the amount totalling $3.9 billion at June end. Plato replaced First Sentier's RealIndex for the mandate, which continues ...

Northern Trust launches low carbon strategy

ANNABELLE DICKSON  |  WEDNESDAY, 14 JUL 2021
... financial considerations, effective management of which supports the delivery of long-term financial success.'' In March, NTAM established a sustainable world green transition index strategy for Australian and New Zealand investors. The NT World ...

Active managers lead new ETF issuers

ANNABELLE DICKSON  |  MONDAY, 12 JUL 2021
... converted the Monash Absolute Investment Company into an active ETF. The Hyperion Global Growth Fund also launched on the ASX in March and the Coolabah Active Composite Bond Fund launched on Chi-X in June. Meanwhile, active ETFs only made up 11% of the ...

Advice engagement jumps during COVID-19

KARREN VERGARA  |  FRIDAY, 9 JUL 2021
... COVID-19 has changed the financial services landscape forever, which canvassed nearly 400 advisers at the end of 2020 and in March and April 2021. ClearView general manager for life insurance Gerard Kerr said COVID-19 provided the jolt many industries ...

Netwealth FUA, inflows rise

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
... administration (FUA) and a 102% increase in inflows. The platform recorded $47.1 billion in FUA, up from $41.8 billion in March and a 49.6% increase to the previous corresponding period. Fee-paying FUA was 65.6% at the end of June, a marginal decrease ...

FSC launches DDO templates

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
... the wealth management and life insurance sectors." The FSC is the latest industry participant to launch a DDO product. In March, Iress launched a DDO solution followed by Morningstar.

CFS unveils new leadership team

KARREN VERGARA  |  MONDAY, 5 JUL 2021
... in May 2020. Coombe, who is the former MLC Wealth and current Generation Development Group chair was named chair-elect in March and will take the post once the deal finalises. CBA's divestment is still subject to finalisation and regulatory approvals ...

Alphinity adds to global equities team

ANNABELLE DICKSON  |  MONDAY, 5 JUL 2021
... well-established investment process." The appointments come after Lachlan MacGregor resigned from the global equities team in March. He joined the firm in 2015 and covered technology, communication services and utilities sectors. Alphinity is distributed ...