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Showing 7121 - 7130 of 21776 results for "Dec"

Madison advisers loyal amid sale

KANIKA SOOD  |  WEDNESDAY, 4 MAR 2020
Madison Financial Group has held on to its adviser numbers, as PwC and Seaview Consulting give prospective buyers a closer look at the advice group's numbers on behalf of OneVue. Madison's sale includes the advice group, but also three other ...

Stanford Brown hires Deloitte director, acquires firm

KANIKA SOOD  |  WEDNESDAY, 4 MAR 2020
The Sydney wealth and advice firm has hired a senior director from Deloitte, as it kicks off its accounting offering with an acquisition of a local practice. Stanford Brown has appointed Dean Crossingham to head the accounting business. Crossingham ...

Raiz defends double fee

ELIZA BAVIN  |  WEDNESDAY, 4 MAR 2020
Raiz Invest said it is well placed to manage volatile market conditions because it collects both management and funds under management (FUM) fees from its customers. Raiz chief executive George Lucas said 66% of the company's revenue is generated ...

Morningstar boosts financial planning capabilities

ALLY SELBY  |  WEDNESDAY, 4 MAR 2020
Morningstar will acquire a Canadian financial planning and risk-profiling software firm, in a bid to expand its advice capabilities world-wide. Morningstar has acquired PlanPlus Global, whose FinaMetrica Profiler risk software is currently available ...

Regulator clamps down on misleading ESG fund names

ELIZABETH MCARTHUR  |  WEDNESDAY, 4 MAR 2020
The US Securities and Exchange Commission is calling for public comment on how funds are named, in an effort to restrict the use of potentially misleading fund names. ESG, responsible and ethical funds are under the spotlight as the SEC seeks to protect ...

Advice groups criticise rushed legislation

ELIZABETH MCARTHUR  |  WEDNESDAY, 4 MAR 2020
The government's plan to implement recommendations from the Royal Commission has been met with concern and criticism from financial advice industry groups. Both the Association of Financial Advisers and The Advisers Association have lashed out at ...

Coronavirus no match for Future Fund

HARRISON WORLEY  |  WEDNESDAY, 4 MAR 2020
Future Fund chief investment officer Raphael Arndt is confident Australia's sovereign wealth fund can handle the impacts of the coronavirus outbreak, thanks to its diversification. Appearing before the Senate Finance and Public Administration Legislation ...

Spitfire loses top executives

ELIZA BAVIN  |  WEDNESDAY, 4 MAR 2020
Spitfire has lost both its chief executive and chief product officer within months of them joining the platform provider. Former chief executive John Shuttleworth left the business in December last year after being appointed to the top role only two ...

Chief economist update: Welcome to the day after tomorrow

BENJAMIN ONG  |  WEDNESDAY, 4 MAR 2020
The day you, I and Irene lost sleep over contemplating the potency of future central bank policy actions, given their sharply reduced firepower, when the next threat to the global economy comes. The coronavirus outbreak has brought that day upon us. ...

Industry fund winds up infrastructure option

JAMIE WILLIAMSON  |  TUESDAY, 3 MAR 2020
A $6.5 billion industry superannuation fund is closing its unlisted infrastructure investment option due to lack of scale. Following a review of its offering, Media Super recently notified members it is closing its unlisted infrastructure option on ...