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Showing 661 - 670 of 1838 results for "Managed Fund"

Global Merces launches managed funds regtech

KARREN VERGARA  |  FRIDAY, 9 MAR 2018
Asset manager and funds services provider Global Merces has launched a regtech solution that slashes the managed funds application process to five minutes. FUND.ID, a straight through processing system, on-boards new clients using an electronic signature ...

Morningstar fuels fund ratings with AI

KARREN VERGARA  |  WEDNESDAY, 7 MAR 2018
... those constructing and managing portfolios. Currently there is a requirement to disclose the top 10 holdings of a managed fund portfolio and Morningstar has been working with the industry to lift that restriction and better promote transparency.

SMSF industry hails ATO appointment

JAMIE WILLIAMSON  |  TUESDAY, 6 MAR 2018
The SMSF Association welcomed the appointment of a new assistant commissioner, self-managed superannuation funds to the Australian Taxation Office. KPMG partner Dana Fleming succeeds Kasey Macfarlane in the role and brings more than 20 years' experience ...

FOS submission points finger at advisers

JAMIE WILLIAMSON  |  MONDAY, 5 MAR 2018
Financial advisers account for more than one-third of all serious misconduct issues identified by the Financial Ombudsman Service since early 2012. In a submission to the Royal Commission, FOS attributed 39% of serious misconduct identified in the last ...

SSGA appoints head of Asia-Pacific

ALEX BURKE  |  FRIDAY, 2 MAR 2018
... immediately. Crafter will become the head of SSGA's global institutional group. This move follows SSGA Australia's head of managed fund sales, Amy Johnston, relocating to Boston to lead a sales team across the Americas servicing corporates, endowments ...

Contribution cap reforms see SMSFs spend cash

JAMIE WILLIAMSON  |  TUESDAY, 27 FEB 2018
Self-managed superannuation fund cash balances fell to a two year low in the December 2017 quarter as trustees allocated more to Australian and international equities. Latest insights from SuperConcepts show cash levels dropped to 17.3% in December ...

Is risk advice at risk?

JAMIE WILLIAMSON  |  TUESDAY, 27 FEB 2018
The head of one of Australia's largest non-aligned financial advice dealer groups is arguing new education requirements could kill life insurance advice and recent research suggests the discipline may already have one foot in the grave. Synchron director ...

Perpetual investments drives profit boost despite market conditions

ALEX BURKE  |  THURSDAY, 22 FEB 2018
... reported a boost in profit - up 18% to $19.8 million. This was driven by revenue growth in debt markets services and managed fund services divisions. "Our debt market services division remains a clear market leader, and saw consistent growth in the first ...

Financial Standard launches Good Investment Guide, Investment Leadership Awards

STAFF WRITER  |  WEDNESDAY, 21 FEB 2018
Financial Standard this week released the first edition of 'The Good Investment Guide - Managed Funds Edition', an educational investment handbook aimed at self-directed investors and finance professionals. The guide features a primer on the managed ...

Class recruits data manager

JAMIE WILLIAMSON  |  TUESDAY, 20 FEB 2018
The former head of client experience at WealthO2 has joined Class to grow the delivery of data feeds to financial advisers. Joining the SMSF administrator as feeds operations manager is Tom Sargent. Sargent joins after 12 months with WealthO2. Sargent ...