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Showing 5861 - 5870 of 18266 results for "Plan"

Managed accounts forum to address vertical integration, best practice

STAFF WRITER  |  FRIDAY, 24 AUG 2018
Leading managed account providers and financial planning groups will take centre stage at the annual Financial Standard Managed Accounts Forum to be held in Melbourne next month. More than 160 financial advisers and managed account specialists have ...

SS&C acquires software firm from TPG

KARREN VERGARA  |  FRIDAY, 24 AUG 2018
SS&C Technologies is on track to acquire an investment management solutions provider from global private equity firm TPG Capital. SS&C has entered into a definitive agreement to acquire Eze Software, a provider of investment management solutions, for ...

ClearView results up despite adviser earnings drop

HARRISON WORLEY  |  FRIDAY, 24 AUG 2018
Diversified financial services firm ClearView increased underlying net profit after tax (NPAT) in its wealth management and life insurance arms during FY18, however financial advice earnings dropped. Releasing its FY18 results yesterday, ClearView said ...

Smart beta on the rise: Van Eck

JAMIE WILLIAMSON  |  THURSDAY, 23 AUG 2018
... represents good value for money, compared to 54% in 2016. Looking ahead, 71% of financial professionals currently using smart beta plan to increase their allocation over the next 12 months; about 20% said they would maintain their current allocation ...

Advisers divided over health programs

KARREN VERGARA  |  THURSDAY, 23 AUG 2018
Life insurers increasing the awareness of client health and wellbeing programs still have hills to climb to win financial planner recommendations, latest industry research shows. An Investment Trends survey of 495 financial planners, completed in June ...

CCIV draws mixed reception: Research

KARREN VERGARA  |  THURSDAY, 23 AUG 2018
... five years, State Street research shows. Of the 250 global asset managers canvassed in the 2018 Fund Strategy Survey, 64% plan to launch cross-border products and strategies in the next five years. Some of the factors influencing asset managers' ...

Centrepoint: New leadership, new look

JAMIE WILLIAMSON  |  THURSDAY, 23 AUG 2018
... strategy for growth, Centrepoint Alliance announced it is looking to establish a new identity in financial advice with a game plan to recreate its organisational structure and business model. Announcing Centrepoint's full-year results today, newly-appointed ...

Macquarie Wrap adds Vanguard SMAs

JAMIE WILLIAMSON  |  WEDNESDAY, 22 AUG 2018
Vanguard's range of diversified managed accounts strategies are now available via Macquarie's Wrap platform. Targeting the growing number of financial advisers adopting managed accounts, Vanguard ETFs will predominantly be used to implement the asset ...

Charter Hall acquires $1.6bn property fund manager

KANIKA SOOD  |  WEDNESDAY, 22 AUG 2018
Australian property giant Charter Hall plans to pay $205 million in cash to acquire a fellow ASX-listed property fund manager with $1.6 billion under management. Charter Hall, a group which manages $23 billion, has announced plans to acquire Folkestone ...

Advice mentoring opportunities abound

JAMIE WILLIAMSON  |  TUESDAY, 21 AUG 2018
Mature-age financial advisers considering leaving the industry before 2024 may find themselves with a new role to fill as the need for professional coaches and mentors grows. Mentor Education founder and principal Mark Sinclair said the number of enquiries ...