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Showing 451 - 460 of 1755 results for "Profile"

IOOF advice outflows soar

ANNABELLE DICKSON  |  THURSDAY, 29 JUL 2021
... Elsewhere, pensions and investments saw $895 million in net outflows which IOOF said is broadly consistent with the outflow profile in previous quarters. "The 'new IOOF' has over $200 billion of funds under administration across its platforms, in excess ...

WTW names local head of investments

KARREN VERGARA  |  WEDNESDAY, 28 JUL 2021
... multi-pillar investment offering to clients over the course of his leadership. "Retaining Martin's experience and profile within the institutional investment community in Australia will be a valuable adjunct for Aongus as he positions WTW for ongoing ...

AMP North adds portfolios

ANNABELLE DICKSON  |  TUESDAY, 13 JUL 2021
AMP has added new risk profile options to the MyNorth Sustainable and Zenith ranges. The current MyNorth Sustainable Managed Portfolio Balanced profile has added moderately conservative and moderately aggressive risk profiles for clients. The guiding ...

Morningstar launches fee comparison tool

KARREN VERGARA  |  FRIDAY, 9 JUL 2021
Morningstar is launching a new tool that provides increased transparency and disclosure on fees across its investments and superannuation products, well above what RG97 requires. The Morningstar Total Cost Ratio (TCR), which will be rolled out on August ...

Louise Walsh launches Walsh Capital

ELIZABETH MCARTHUR  |  WEDNESDAY, 7 JUL 2021
... father, who was very successful in raising money for charities and philanthropic endeavours. Read Financial Standard' s profile of Louise Walsh here.

Family offices should supplement super

KARREN VERGARA  |  WEDNESDAY, 23 JUN 2021
... the current market environment. "With interest rates having been on a downhill run for the last 30 years, the balanced profile is now reflecting an allocation of about 70% risky investments and 30% secure investments. This is the default super option ...

Concern for consumers ahead of YFYS

ELIZABETH MCARTHUR  |  MONDAY, 7 JUN 2021
... option with top quartile net returns potentially failing the test. Or two investment options having the same overall risk profile and identical net returns after fees yet one passes the test, and the other fails," he said.

Principal Real Estate wins SMA mandate

ANNABELLE DICKSON  |  MONDAY, 7 JUN 2021
BT Investment Solutions selected Principal Real Estate Investors as the underlying active manager for its Global Property MPS Fund. The fund is structured as a separately managed account has currently over $1 billion of funds under management. It has ...

Former adviser hit with three-year ban

KARREN VERGARA  |  FRIDAY, 4 JUN 2021
A former financial adviser that failed to consider his clients' best interests copped a three-year ban from the regulator. Brisbane-based Nathan Smith was a representative for MyPlanner Professional Services and Total Financial Solutions Australia. ...

Primewest accepts merger offer

ANNABELLE DICKSON  |  FRIDAY, 4 JUN 2021
... acquire an office tower in Perth with the settlement expected for June. The office at 140 St Georges Terrace is a high profile, gateway building in the Perth CBD with 30,000 square metres of A-grade office space. The joint venture will immediately enhance ...