Search Results | Showing 651 - 660 of 1441 results for "ROA" |
| | | 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. ... |
| | | | 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 ... |
| | | | 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 ... |
| | | | ... "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 ... |
| | | | Yellow Brick Road has denied suggestions made in an ABC report that shareholders want executive chair Mark Bouris removed from the company. The ABC report aired alleged shareholder concerns about the direction of YBR as well as remuneration arrangements ... |
| | | | Despite the prominence of infrastructure as a standalone asset class, the absence of a widely accepted benchmark makes it difficult for investors to analyse the asset class, according to executive director, head of infrastructure research at J.P. Morgan ... |
| | | | Centrepoint Alliance has teamed up with a medical services provider to improve the underwriting process for clients and advisers. The dealer group has joined forces with Health Predictions to launch a new initiative, Centrepoint Healthscreen, to offer ... |
| | | | The global family office association, Family Office Exchange, has appointed a market leader for Australia and New Zealand. Peter Roach takes on the role having been the chief executive of the Fairfax family office, Cambooya Services, for 12 years. He ... |
| | | | Financial planning and accounting businesses are all too regularly ignoring the need for quality exit and succession plans, according to chief executive of Connect Financial Service Brokers, Paul Tynan. Tynan has observed a growing number of practitioners ... |
| | | | The Federal Court has wound up 21st Century land banking companies and declared the land banking developments were unmanaged investment schemes. The court also disqualified the operators of 21st Century land banking companies, Jamie and Dennis McIntyre ... |
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