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Showing 651 - 660 of 1441 results for "ROA"

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 ...

YBR hits back at Bouris expose

ALEX BURKE  |  FRIDAY, 28 OCT 2016
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 ...

The infrastructure benchmark challenge

KERRIE SYDEE  |  THURSDAY, 27 OCT 2016
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 partners to enhance underwriting processes

JAMIE WILLIAMSON  |  WEDNESDAY, 26 OCT 2016
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 ...

FOX appoints Australia/NZ market leader

ALEX BURKE  |  TUESDAY, 25 OCT 2016
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 ...

Succession planning placed on the backburner

KERRIE SYDEE  |  TUESDAY, 25 OCT 2016
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 ...

Fed Court winds up unregistered investment scheme

KERRIE SYDEE  |  FRIDAY, 21 OCT 2016
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 ...