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Showing 621 - 630 of 1417 results for "ROA"

Landmark ESG recommendations for Australia

DARREN SNYDER  |  TUESDAY, 20 DEC 2016
For the first time in its 10-year history, the United Nations-supported Principles for Responsible Investment is publishing several ESG recommendations specifically targeted at Australian fiduciaries. The document, Fiduciary Duty in the 21st Century ...

Turnbull putting industry fund governance back on the table

ALEX BURKE  |  WEDNESDAY, 14 DEC 2016
Speaking at a Financial Services Council breakfast in Sydney, Prime Minister Malcolm Turnbull said he would use 2017 to address inconsistencies in super fund governance. He suggested that at present, super fund governance standards are not applied equally ...

YBR lending chief departs

ALEX BURKE  |  MONDAY, 12 DEC 2016
Yellow Brick Road's chief executive - lending will leave the company on December 31. Tim Brown leads YBR and Vow Financial's lending services, having previously been chief executive of Vow before YBR acquired it in May 2014. He will take on a new role ...

Hedge funds lack confidence in data security

JAMIE WILLIAMSON  |  THURSDAY, 8 DEC 2016
The latest report from KPMG and the Alternative Investment Management Association shows 60% of hedge fund managers lack confidence in the ability of government bodies to safeguard fund data and information once it leaves their firm. The report - compiling ...

Vale George Vassos: Omega Global Investors

DARREN SNYDER  |  MONDAY, 5 DEC 2016
Omega Global Investors co-founder and managing director George Vassos has died following unforeseen medical complications. Vassos, aged 47, passed away last week and is survived by his wife Shannon and three young daughters. The directors and co-workers ...

Super slow to embrace advice opportunity

ALEX BURKE  |  FRIDAY, 2 DEC 2016
While super funds are increasingly investing in digital engagement, only a minority are employing robo-advice services, according to IQ Group research. The IQ Group Digital Engagement Study 2016, based on research of the top 50 retail, industry and ...

OneVue hires former YBR wealth CEO

ALEX BURKE  |  FRIDAY, 25 NOV 2016
OneVue has appointed a new executive general manager, wealth management services. Matt Lawler joins OneVue from Yellow Brick Road, where he was chief executive, wealth management. Lawler resigned from YBR in July having worked there for five years. ...

CFS introduces same day RoA functionality

KERRIE SYDEE  |  WEDNESDAY, 23 NOV 2016
Colonial First State has introduced a new same day Record of Advice (RoA) generation functionality to FirstNet Adviser, allowing advisers to generate an RoA in as little as 30 minutes. The added functionality comes six months after CFS first launched ...

Australian-first fund exceeds target

JAMIE WILLIAMSON  |  THURSDAY, 17 NOV 2016
The Watermark Global Leaders Fund has exceeded its minimum funding target in the early stages of its IPO roadshow. The LIC, which is Australia's first locally-managed global market neutral fund, has achieved beyond the $40 million minimum as a result ...

Netwealth partners for new private label

JAMIE WILLIAMSON  |  THURSDAY, 10 NOV 2016
... "Historically the implementation of these models could not have been achieved under a traditional advice framework where SOA's and ROA's are required for each rebalance or asset class tilt," Heine said. "We are also seeing the industry undergo a number ...