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Showing 6611 - 6620 of 22137 results for "Tim"

Northern Trust takes report centre to the cloud

HARRISON WORLEY  |  WEDNESDAY, 6 MAY 2020
Northern Trust has begun beta-testing a new cloud-based version of its Online Report Centre tool, as it plans to bring the update to all clients later this year. The global asset servicing services giant is set to roll out a new version of its Online ...

Super switching three times higher: CFS

ELIZA BAVIN  |  WEDNESDAY, 6 MAY 2020
New data from Colonial First State (CFS) found switches by super members were three times the usual rate in March as Australians moved their super to cash in the midst of the COVID-19 pandemic. The data found 39% of those that switched their super moved ...

FPA launches new ROA solution template

ELIZA BAVIN  |  WEDNESDAY, 6 MAY 2020
The Financial Planning Association of Australia has launched a digital version of the Record of Advice (ROA) solution 'template' to support members who have been inundated with requests for advice, following the strong demand for early super access. ...

Capital retention policies may hit investors: Research

HARRISON WORLEY  |  WEDNESDAY, 6 MAY 2020
New research warns moves by regulators to ensure companies keep a tight rein on capital will likely leave investors worse off. A research paper by First Sentier Investors' systematic equities manager Realindex shows investors - particularly those invested ...

MySuper bounces back

HARRISON WORLEY  |  TUESDAY, 5 MAY 2020
While the fallout from the COVID-19 pandemic has demolished the return expectations of investors for the year, new analysis shows MySuper products have managed to turn things around. Latest Rainmaker research shows MySuper products offered by not-for-profit ...

Platform bolsters distribution, relationships teams

ELIZABETH MCARTHUR  |  TUESDAY, 5 MAY 2020
An asset manager and platform with ambitious growth plans has made key appointments, growing its relationships and distribution teams. Mason Stevens has appointed Charlie Green, a former financial adviser at Kearney Group, to manage client relationships ...

Aussie banks battered by pandemic

ALLY SELBY  |  TUESDAY, 5 MAY 2020
... charges, lifting to $5.73 billion across the banks, up 227.4% from previous period. EY Oceania banking and capital markets leader Tim Dring said the true scale of the damage was hard to quantify, as economic conditions continue to deteriorate. "Impairment ...

ERS shaves $4m off Raiz Super

ALLY SELBY  |  TUESDAY, 5 MAY 2020
The government's early release scheme shaved $4 million from Raiz Invest's superannuation offering, as members drew down on their savings to weather the COVID-19 crisis. Funds under management in Raiz Invest Super fell 6.7% over the past three months ...

Mortgage Choice Financial Planning rebrands

ELIZA BAVIN  |  TUESDAY, 5 MAY 2020
Mortgage Choice has announced the rebranding of its financial advice division from Mortgage Choice Financial Planning to FinChoice. Mortgage Choice chief executive Susan Mitchell said the decision came after a strategic review of the company's brand ...

Global asset manager appoints local insto lead

HARRISON WORLEY  |  TUESDAY, 5 MAY 2020
A global asset manager overseeing almost $1 trillion in assets has appointed a local institutional lead. Aberdeen Standard Investments has appointed Vishal Sharma as institutional director of Australian and New Zealand, as the firm looks to grow its ...