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Showing 591 - 600 of 1132 results for "Parent"

Industry fund appoints two directors

EMMA RAPAPORT  |  TUESDAY, 16 MAY 2017
... and wealth management executive with 28 years of experience, has been appointed as the independent director of the fund's parent (trustee) board. Elaine Herlihy, a fintech, banking and media specialist with 19 years of experience, has been appointed ...

Mosaic tailors financial advice for women, grows FUA to $800m

MICHELLE BALTAZAR  |  FRIDAY, 5 MAY 2017
For financial advisers looking to cater to high-powered female executives, US-based Mosaic Financial Partners provides a textbook-worthy case study. Sabrina Lowell, two-time winner of the "Heart of Financial Planning" award in San Francisco and chief ...

AllianceBernstein sees global leadership shake-up

KARREN VERGARA  |  WEDNESDAY, 3 MAY 2017
... AllianceBernstein abruptly overhauled its global leadership team, replacing its chief executive and appointing three new directors. Parent company AXA Financial terminated chief executive Peter Kraus and appointed Seth Bernstein as president and chief ...

Pre-retirees robbing Peter to pay Paul: REST

EMMA RAPAPORT  |  TUESDAY, 2 MAY 2017
Sandwiched between financial needs of adult children and elderly parents, pre-retirees (aged 50 plus) are in desperate need of financial advice or they risk retiring without adequate funds, warns REST Industry Super. In a new report the $40 billion ...

We must lead by example: Loane

JAMIE WILLIAMSON  |  THURSDAY, 27 APR 2017
Business leaders in the financial services sector must reflect and ask themselves whether they're setting a good example in striving toward gender parity in the superannuation system. Addressing the inaugural Women, Super & Wealth Summit hosted by the ...

Pressure on advice practices means time for rethink: ClearView

JAMIE WILLIAMSON  |  WEDNESDAY, 26 APR 2017
... as traditional advice offerings continue to feel the squeeze. A new paper from Matrix Planning Solutions, distributed by parent company ClearView, says pressure placed on businesses by factors such as the Life Insurance Framework (LIF) and the proliferation ...

Micro-cap fund recommended on debut

JAMIE WILLIAMSON  |  THURSDAY, 20 APR 2017
... investors exposure to some compelling investment opportunities and real long-term capital growth potential." Chief executive of parent company Copia Investment Partners, Sam Baillieu, added: "This is obviously a pleasing result for OC and one that recognises ...

Morningstar downgrades Franklin Templeton parent rating

ALEX BURKE  |  MONDAY, 10 APR 2017
Morningstar has downgraded its parent pillar assessment for Franklin Templeton US funds from positive to neutral following concerns about "massive outflows" and an "investment culture given to complacency," according to senior analyst Alec Lucas. The ...

Wingate strengthens team

EMMA RAPAPORT  |  THURSDAY, 6 APR 2017
... jointly owned by staff and the Wingate Group, with Australian Unity maintaining an indirect interest via shares in the parent company. The firm was added to the Macquarie Wrap in August last year, giving investors exposure to global markets while controlling ...

Aussie investors push tobacco exclusions

DARREN SNYDER  |  MONDAY, 3 APR 2017
... chief investment officer said Vontobel Asset Management, which operates in a multi-boutique structure for its Swiss-based parent bank, focuses on a small investable universe. "We won't go around the world and buy anything at the right price. We will ...