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Showing 711 - 720 of 2120 results for "Morgan"

JPMorgan fund excludes tobacco, cuts fees

DARREN SNYDER  |  TUESDAY, 21 AUG 2018
J.P. Morgan Asset Management's flagship multi-asset strategy in Australia now excludes tobacco stocks. It also cut its administration fee by five basis points and recently converted to a trust structure. The Australian-domiciled version of the JPMorgan ...

Royal Commission on social media: Regulators under scrutiny

HARRISON WORLEY  |  FRIDAY, 17 AUG 2018
... Commission. Firmly of the belief that the horse racing industry is better regulated (by the length of the straight). - Peter Morgan (@psimpsonmorgan) August 17, 2018 Private investor Peter Morgan quipped the horse racing industry was better regulated ...

New fund to invest in "clean disruption" tech

KANIKA SOOD  |  TUESDAY, 14 AUG 2018
... the three co-founders. He worked in investment management for 11 of his 20-year-long career. This included roles at JP Morgan, both in Australia and Hong Kong where he worked on M&A, equity capital and derivatives market. He was a senior portfolio manager ...

Nikko AM wins Aussie equities mandate

KARREN VERGARA  |  TUESDAY, 14 AUG 2018
... to joining Nikko AM in 2014, Drews was global head of key clients and family offices at Barclays and served 13 years at Morgan Stanley, including as managing director, private wealth. Nikko AM created the new role as part of its commitment to the United ...

Life insurance loyalty waning

JAMIE WILLIAMSON  |  MONDAY, 13 AUG 2018
... provider in the 12 months to June 2018, while a further 766,000 considered switching. According to the latest figures from Roy Morgan, more than one million risk and life insurance policies had the potential to change insurer. That's 10.8% of the ...

Mason Stevens renews custodian

KANIKA SOOD  |  FRIDAY, 10 AUG 2018
... December 2017. This makes NAB Asset Servicing the second largest custodian in Australia, after the biggest custodian J.P. Morgan, which holds $779 billion in custody assets.

AMP wealth arm leaked $873 million in first half

KANIKA SOOD  |  WEDNESDAY, 8 AUG 2018
... planners left in the first half but most of them were those who were retiring, Wilkins said in response to a question by a JP Morgan analyst. In the time, about 140 new planners joined AMP, bringing the net adviser departure to 130 heads. He said he ...

SMSFs: Low balance, low satisfaction

JAMIE WILLIAMSON  |  TUESDAY, 31 JUL 2018
... funds dropped in the last 12 months, particularly for those with a balance of less than $250,000. Latest insights from Roy Morgan show that while satisfaction with the financial performance of SMSFs is down across the board at 82.7%, those with lower ...

SPECIAL FEATURE: Breaking the custody mould

KANIKA SOOD  |  WEDNESDAY, 25 JUL 2018
... trillion of assets under custody for Australian investors - an increase of 4.9% over the 12 months to 31 December 2017. J.P. Morgan, BNP Paribas Securities Services and NAB Asset Servicing hold the top spots in terms of total assets under custody for ...

Aussie retirees blindsided by cost of living: Schroders

HARRISON WORLEY  |  THURSDAY, 19 JUL 2018
... continue to invest actively into retirement to ensure that their savings last." Schroders global head of retirement Lesley-Ann Morgan said achieving a comfortable retirement came down to saving earlier. "There is a real danger that people globally are ...