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Showing 41 - 50 of 1377 results for "Managed Funds"

Former Morningstar executive in new role

ELIZABETH FRY  |  FRIDAY, 25 AUG 2023
... some time." During his time at Morningstar, Murphy led research teams in multiple jurisdictions, oversaw ratings on managed funds, ETFs and LICs, and played a leading role in helping Morningstar become the leading research house by market share in Australia. ...

Zenith chief exits, names successor

KARREN VERGARA  |  MONDAY, 21 AUG 2023
... for advisers. Before Zenith, he held senior roles at IWL as head of research and associate director, and head of managed funds research at Lonsdale. Jason Huddy joined Zenith as chief operating officer in 2019. His career began at National Mutual (AXA) ...

Iress sells MFA business, reports $140m loss

CASSANDRA BALDINI  |  MONDAY, 21 AUG 2023
Iress is selling its managed funds administration business and will not pay an interim dividend, opting instead to reduce debt as it progresses its transformation project. Reporting its half-year results today, Iress announced it will offload the MFA ...

Retail investors ready to dive back in: Survey

CHLOE WALKER  |  WEDNESDAY, 16 AUG 2023
... Australian retail investors holding more than $10,000 on the share market, in addition to other investments such as managed funds, property and superannuation portfolios. It revealed the intentions to increase investment over the coming year as concerns ...

Australian Ethical unveils new moderate fund

CHLOE WALKER  |  FRIDAY, 11 AUG 2023
... investment manager saw $110 million in superannuation inflows, while experiencing a $20 million outflow from its managed funds product. During the same period, investment performance contributed $170 million of net growth. Reflecting on the manager's ...

APIR reports surge in new financial products

ANDREW MCKEAN  |  FRIDAY, 11 AUG 2023
APIR Systems has noted a significant rise in the registrations of new financial products, particularly of managed funds and managed accounts. According to APIR chief executive Chris Donohoe, while product registrations were slightly down from the previous ...

Treasury kicks off managed investment scheme reforms

KARREN VERGARA  |  TUESDAY, 8 AUG 2023
... or investments operated by a bank like a term deposit. The superannuation sector invests 55% of members' money in managed funds (excluding self-managed superannuation funds). One area the review will consider is the appropriate threshold for wholesale ...

HUB24 unveils new data feeds

CHLOE WALKER  |  WEDNESDAY, 2 AUG 2023
... financial advisers to report on clients' other investments including cash accounts and term deposits, listed securities, managed funds, direct property, and other assets. HUB24 chief product and innovation officer Craig Apps said the new features have ...

Advisers lacking PII sidestep AFCA rulings

KARREN VERGARA  |  FRIDAY, 28 JUL 2023
... decrease of 23%. About 450 related to financial advice. Investment and advice complaints capture financial advice, managed funds, timeshare, stockbroking, horseracing syndicates, and crypto. "The relatively low number of complaints received by AFCA relating ...

Equity managed funds in record outflows: Calastone

KARREN VERGARA  |  TUESDAY, 11 JUL 2023
... largest outflow Calastone has recorded in the last five years in its analysis of Australia's unlisted domiciled managed funds sector. Global equity funds led the exodus of investor funds, suffering $1.52 billion in outflows. Australian equities fared ...