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Showing 711 - 720 of 803 results for Annabelle Dickson

Managed funds recover FUM losses

ANNABELLE DICKSON  |  WEDNESDAY, 16 SEP 2020
Wholesale and retail managed funds have recovered almost half of the pandemic-induced losses incurred during the March quarter, new research from Plan For Life shows. Both wholesale and retail managed funds ended the 2019/20 financial year down 4.6% ...

Iress appointed mandate

ANNABELLE DICKSON  |  WEDNESDAY, 16 SEP 2020
Managed fund provider Lincoln Indicators has appointed financial software company Iress to provide technical infrastructure to support its expansion into international funds. Lincoln Indicators expanded its offering and launched a US growth fund in ...

Realindex appoints former BlackRock executive

ANNABELLE DICKSON  |  TUESDAY, 15 SEP 2020
First Sentier Investors' systematic equities manager Realindex Investment has appointed a former BlackRock executive to the newly created role of senior quantitative portfolio manager. Joanna Nash has 13 years' experience in quantitative investment ...

Australian Ethical rejigs insurance

ANNABELLE DICKSON  |  TUESDAY, 15 SEP 2020
Australian Ethical has made a raft of changes to the terms and conditions in its superannuation insurance offering. The ethical super fund has issued a significant event notice to its members outlining the changes to default death and total permanent ...

NAB fined over fees for no service

ANNABELLE DICKSON  |  MONDAY, 14 SEP 2020
The Federal Court of Australia has fined National Australia Bank $57.5 million over deceptive and misleading conduct. The proceedings commenced in 2018 and were initially brought by ASIC against NAB units NULIS and MLC Nominees for the charging of plan ...

Australian Unity adds to leadership

ANNABELLE DICKSON  |  MONDAY, 14 SEP 2020
Australian Unity's property division has appointed an Ocean St Capital Advisers executive director to the newly created role of general manager - investment and origination. James Goodwin has around 20 years' experience in property will be responsible ...

The fundies of tomorrow

ANNABELLE DICKSON  |  MONDAY, 14 SEP 2020
The next wave of fund managers is ready to leave their textbooks behind and start investing with real money. And star stockpickers of today are offering their help to an interuniversity group. Traditionally, students undertaking a commerce or business ...

CFS partnership to sustain advice industry

ANNABELLE DICKSON  |  FRIDAY, 11 SEP 2020
Colonial First State has entered into a partnership with graduate coaching provider Striver in order to drive graduates into the financial advice industry. The partnership will see CFS assisting university graduates with support through education, mentoring ...

ERS sees Cbus members forfeit TPD cover

ANNABELLE DICKSON  |  FRIDAY, 11 SEP 2020
Cbus has argued the Early Release of Super (ERS) scheme has been detrimental to many Cbus members, having withdrawn their entire balance and seeing the cancellation of their total permanent disability insurance. Speaking at the House of Representatives ...

OpenInvest names chair

ANNABELLE DICKSON  |  THURSDAY, 10 SEP 2020
Melbourne-based fintech OpenInvest has appointed a veteran board member and former NAB executive as chair. Spiro Pappas has over 30 years' experience in financial services and is currently chair of Splitit, Atlas Iron Limited and Cognian Technologies ...