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| | | Zenith gave a "recommended" rating to an alternative beta fund distributed by Winston Capital Partners. The CFM ISDiversified Trust employs a diversified alternative beta strategy, accruing $47 million in funds under management since its inception on ... |
| | | | Regal Funds Management is welcoming a new chief executive. Brendan O'Connor joins Regal from Challenger, where he was chief financial officer, funds management. At Challenger he oversaw the development and distribution of investment products across ... |
| | | | Chief executive of the NYSE-listed, $950 billion Affiliated Managers Group, Sean Healey, says the secret to his firm's success was recognising people and culture drive alpha generation. Healey, who joined AMG in 1995 from Goldman Sachs, was visiting ... |
| | | | A Sydney property group is launching a new funds management business borne by the demand for mid-sized investment in retail, office and industrial property assets. Intergen Property Group has established I-Gen Funds Management, a boutique firm that ... |
| | | | The Financial Planning Association has announced the shortlist for all six categories of the 2016 FPA Awards ahead of the FPA Professionals Congress in Perth. The awards are designed to celebrate individuals and businesses who demonstrate commitment ... |
| | | | Consultum Financial Advisers recognised excellence in financial advice by revealing its 2016 award winners. Announced at the company's annual conference in Vietnam, Adviser of the Year was awarded to Anthony D'Alessandro of Victorian based Required ... |
| | | | A record number of university students participated in this year's AMP University Challenge, pointing to a growing interest in financial planning as a career. More than 180 students from universities around Australia participated in teams or as individuals ... |
| | | | ... Services, AFSL No. 233750. Her status as an authorised representative was terminated on 2 August 2016. As part of her sentence, Judge Dick of the Brisbane District Court ordered Whelan pay the organisation $33,419.11 in compensation. ASIC deputy chair ... |
| | | | Lonsdale Financial Group has announced the recipients of its 2016 financial planner and practice awards. Financial Planner of the Year was awarded to Peter Fry of Fry Financial Services in Ringwood Victoria, while Practice of the Year was awarded to ... |
| | | | A historic wave of bank bashing does not simply explain the current environment according to Commonwealth Bank chief executive Ian Narev. Speaking at a lunch hosted by the Trans-Tasman Business Circle in Sydney yesterday, Narev discussed the changing ... |
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