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Showing 681 - 690 of 2284 results for Alex Burke

Pengana hires Morningstar manager ahead of merger vote

ALEX BURKE  |  WEDNESDAY, 3 MAY 2017
Pengana Capital has appointed a new regional distribution manager for Victoria, South Australia, Tasmania and Western Australia, ahead of its proposed merger with Hunter Hall. Guy Callaghan joins Pengana from Morningstar, where he was a regional business ...

Investors paying more for less: Research

ALEX BURKE  |  TUESDAY, 2 MAY 2017
UK wealth management research group LCP's recent survey of 126 asset managers suggests while fee rates are down, investors are still paying more. Introducing the report, LCP partner and head of investment research Matt Gibson said investment managers ...

AUSTRAC launches tool to help advisers fight terrorism

ALEX BURKE  |  TUESDAY, 2 MAY 2017
Financial intelligence agency AUSTRAC is releasing a guide to help financial advisers combat serious financial crimes, including financing for terrorism. The guide follows on from the report AUSTRAC released in December last year which determined there ...

Fiducian acquires $17m client book

ALEX BURKE  |  TUESDAY, 2 MAY 2017
Listed advice group Fiducian acquired a Melbourne client book worth $17 million in funds under advice. The client base, which will be serviced by existing salaried planners, was purchased for a total consideration of $700,000, funded by excess cash. ...

Wealth transfer poses advice business risk

ALEX BURKE  |  FRIDAY, 28 APR 2017
While high-net-worth and ultra-high-net worth clients are attractive prospects for advice businesses, a lack of inheritance planning services could mean the end of those relationships throughout the largest intergenerational wealth transfer in history. ...

Platinum slashes fees ahead of ETMF launch

ALEX BURKE  |  FRIDAY, 28 APR 2017
Platinum Asset Management is revamping its management fee structure before the ASX debut of two new exchange-traded actively-managed funds (ETMFs). The standard management fees on Platinum's Trust Funds and Global Fund (PGF) have been reduced from 1.5% ...

Fund manager appoints new COO

ALEX BURKE  |  THURSDAY, 27 APR 2017
Aurora Funds Management, currently embroiled in an ASIC dispute over its voting power in Molopo Energy, has appointed a new chief operating officer. Ben Norman, previously a director in EY's transaction advisory services business, will take on the role ...

VanEck to launch smart beta bond ETF

ALEX BURKE  |  THURSDAY, 27 APR 2017
VanEck will launch a smart beta Australian fixed income exchange-traded fund on the ASX - the first of its kind in Australia. Trading under the ticker code PLUS, the VanEck Vectors Australian Corporate Bond Plus ETF tracks the Markit iBoxx AUD Corporates ...

Countplus chair steps down after 11 years

ALEX BURKE  |  THURSDAY, 27 APR 2017
The founder and chair of Countplus is retiring today and his successor is stepping up to the plate. Barry Lambert, who established and chaired the ASX-listed wealth management firm as a subsidiary of the now CBA-owned Count Financial in 2006, said his ...

Markets ignoring climate crisis: Hewson

ALEX BURKE  |  WEDNESDAY, 26 APR 2017
Former Liberal Party leader and chair of the Asset Owners Disclosure Project, John Hewson, believes markets are ignoring a climate-induced crisis far more severe than the one caused by subprime mortgages. Speaking at a Sydney briefing discussing BetaShares' ...