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Showing 721 - 730 of 1453 results for "Walker"

North adds Cboe access to platform

CHLOE WALKER  |  MONDAY, 19 SEP 2022
AMP's wrap platform has added Cboe Australia's funds to its offering as it continues to grow in popularity with financial advisers. Just last month, North's managed portfolio passed $6 billion in assets under management, more than doubling since August ...

American Century appoints local distribution heads

CHLOE WALKER  |  MONDAY, 19 SEP 2022
The global asset manager has made several senior hires in the local market, including leads for institutional and wholesale distribution. Alastair McKibbin will take on the newly created role of head of Australian wholesale business. Having worked for ...

FPA Congress a chance to 'reunite, reset'

CHLOE WALKER  |  FRIDAY, 16 SEP 2022
As its first in-person conference in three years, a 'Reunite, Resest' theme will underpin the Financial Planning Association of Australia's (FPA) Professionals Congress later this year. Held in Sydney on November 23-24, the Congress will host a range ...

Apex Group wins Laguna Bay mandate

CHLOE WALKER  |  FRIDAY, 16 SEP 2022
The global financial services provider has been appointed by agriculture fund manager Laguna Bay to provide fund administration services. As part of the mandate, Apex will assist in the establishment of Laguna Bay's third investment vehicle and ...

Lack of transparency hindering access to financial services: Survey

CHLOE WALKER  |  THURSDAY, 15 SEP 2022
LexisNexis Risk Solutions has revealed the results of its 2022 Financial Transparency and Inclusion Report, which surveyed banks, insurers and non-bank financial institutions across 13 countries and regions. According to the report, 69% of respondents ...

Continuity an increasing focus for family offices: Survey

CHLOE WALKER  |  THURSDAY, 15 SEP 2022
Citi Private Bank has highlighted the increasing focus on family unity and continuity in its 2022 Family Office Survey. According to the survey, the primary focus of family offices across the globe delineates two main types - those centred mainly on ...

Former fund manager, philanthropist Brian Sherman passes away

CHLOE WALKER  |  THURSDAY, 15 SEP 2022
Brian Sherman has passed away at age 79 after a long battle with Parkinson's disease. South-African born Sherman was chair and joint managing director of investment house EquitiLink Group. In his memoir, Lives of Brian, he recounted how he came to Australia ...

Top concerns of the rich revealed: Survey

CHLOE WALKER  |  WEDNESDAY, 14 SEP 2022
The latest Family Office Survey from Citi Private Bank's Family Office Group highlights major concerns around inflation, possible recession and geopolitical uncertainty. The 2022 Family Office Survey was completed by 126 family offices. Of the respondents ...

Stop orders placed on property funds

CHLOE WALKER  |  WEDNESDAY, 14 SEP 2022
ASIC has placed interim stop orders on made interim stop orders on two property funds after failings with their target market determinations (TMDs). The two funds were the Australian Residential Property (ARP) Fund and Private Property Trust No.20. ...

BT Panorama introduces robotic admin feature

CHLOE WALKER  |  TUESDAY, 13 SEP 2022
Enabling advisers and support staff to track the status of transactions via the platform's user interface, BT Panorama's new Robotic Integrated Technology Administration (RITA) platform has been launched. RITA is a fast automated service request tracker ...