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Showing 51 - 60 of 314 results for %22Total Financial Solutions%22

BWC Partners joins Count Financial

JAMIE WILLIAMSON  |  THURSDAY, 28 APR 2022
The national advice group has welcomed BWC Partners to its network, bringing its total new adviser count so far in 2022 to 41. BWC Partners is a boutique retirement advice firm with three offices in Victoria. The firm was founded in 2017 by Stephen ...

Popularity soars for managed accounts

CHLOE WALKER  |  TUESDAY, 22 MAR 2022
... streamline their advice and investment management processes. With the report underlining the efficiency of managed funds with the total time savings increasing by almost three hours a day, Investment Trends chief executive Sarah Brennan said that from ...

Macquarie AM, Mirova seal distribution deal

JAMIE WILLIAMSON  |  MONDAY, 14 MAR 2022
... the fund's holdings in the US, followed by Denmark and Germany. Since its inception in 2016, the fund has seen an average total calendar year return of 14.19% versus the benchmark's 13.05%. "We have seen the accelerated adoption of sustainable investing ...

Direct indexing: The next evolution?

CHLOE WALKER  |  MONDAY, 7 MAR 2022
... would directly own all the stocks in the index. The concept has gained traction in the United States in recent years, with total assets under management in 2020 sitting at around US$350 billion. According to a 2021 report from Oliver Wyman and Morgan ...

Value strategy drags Clime's performance

KARREN VERGARA  |  MONDAY, 28 FEB 2022
... portfolios to benefit from this investing environment where value-based active investing will be well rewarded," she said. Total net profit of $445,434 for the group was down by nearly 50% from $865,010 reported in the prior corresponding period. IMAs ...

Budget Direct, NobleOak partner for life insurance offering

KARREN VERGARA  |  TUESDAY, 22 FEB 2022
... of covers are available to Budget Direct customers who pay for the Premium Life Direct policy. The policy includes life, total and permanent disability, income protection and trauma. Budget Direct chief growth officer Jonathan Kerr said customers will ...

MFS recruits BNP Paribas executive

JAMIE WILLIAMSON  |  FRIDAY, 28 JAN 2022
... Ngoeun was recently appointed as the new wholesale division lead at BNP Paribas Asset Management, replacing Langlands. In total, MFS currently has about $28 billion in assets under management in Australia and New Zealand, and $980 billion globally.

Count Financial adds advice firm

KARREN VERGARA  |  TUESDAY, 30 NOV 2021
... an office in Sunbury. It was most recently part of the Nextplan and prior to that was licensed with Total Financial Solutions (a licensee that was owned by CountPlus). Financial Momentum director and financial adviser Matthew Holmes said: "We have ongoing ...

BetaShares introduces suite of ethical SMAs

RACHEL ALEMBAKIS  |  FRIDAY, 12 NOV 2021
... ETHI had the highest quarterly net flow with $297 million - a 150% increase over its June quarter net flows. In context, total assets in ETPs reached $125.3 billion at September end after increasing 76% or $54 billion in the previous 12 months. BetaShares' ...

FSC to ban occupational exclusions

ANNABELLE DICKSON  |  TUESDAY, 12 OCT 2021
... occupations. The standard will apply to FSC superannuation and life insurance members for all default cover for life insurance, total and permanent disability and income protection insurance in MySuper and choice products. It comes as consultation on ...