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Showing 61 - 70 of 194 results for %22Mutual Trust%22

Milestone ETF Rule passed

JAMIE WILLIAMSON  |  FRIDAY, 27 SEP 2019
... as a share class of a multi-class fund; or active ETFs. To date, ETFs in the US have been regulated in the same way as mutual funds and were offered exemptive relief by the SEC, whereby the issuer would lodge an application justifying why rules applied ...

Bennelong boutique scores first insto mandate

KANIKA SOOD  |  THURSDAY, 26 SEP 2019
... its first institutional allocation from a specialist insurer. Quay Global Investors won an undisclosed amount from Avant Mutual Group, as the latter switched managers and increased allocation to listed real estate. "[We are] delighted to be Quay's ...

DWS acquires QLD distribution centre

KRISTI CHENG  |  THURSDAY, 15 AUG 2019
... familiarity with cold storage logistics assets," he said. "This partnership is a great opportunity to bring together the mutual strengths of both FLT and DWS in the ownership and management of industrial properties."

FPA launches Tinder for advisers

ELIZABETH MCARTHUR  |  FRIDAY, 19 JUL 2019
... are instantly notified that eligible consumers who match their criteria are interested in financial advice. If there's a mutual interest, clients and advisers can message each other. The FPA says that Match My Planner aims to facilitate open conversations ...

Managed investment scheme operator AFSL canned

ELIZABETH MCARTHUR  |  FRIDAY, 12 JUL 2019
... Sydney-based managed investment scheme operator was cancelled by ASIC. The corporate regulator cancelled the licence of Australian Mutual, which operated a number of investment schemes. The cancellation allows Australian Mutual to provide services which ...

State Street cops $125m penalty

JAMIE WILLIAMSON  |  WEDNESDAY, 3 JUL 2019
... not agreed to pay," SEC Boston Regional Office director Paul G. Levenson said. "Fund expenses make a big difference to mutual fund investors and advisers; they have a right to receive honest information about what they're paying for." Without admitting ...

ASIC bans AFSL chief executives

ELIZABETH MCARTHUR  |  MONDAY, 29 APR 2019
... for six years following an investigation. Jeffrey Worboys and Matthew Barnett were joint chief executives of Australian Mutual Holdings - an AFSL holder and responsible entity operating a number of managed investment schemes, including previously managing ...

Sargon named trustee for new super fund

HARRISON WORLEY  |  TUESDAY, 23 APR 2019
... trustee of a new superannuation fund offered by a specialist insurance company. Sargon will act as trustee for the PPS Mutual Super Fund, which has been designed to enable PPS Mutual to offer a "complete" life insurance solution through its accredited ...

BGL announces new integrations

ELIZABETH MCARTHUR  |  MONDAY, 25 MAR 2019
... administrative tasks for cloud-based accounting firms." "The integration with CAS 360 and Simple Fund 360 will save our mutual clients time and money, remove duplicate data entry, provide efficiency gains and improve the visibility of data and documents ...

Australian Unity creates new partnerships role

ELIZABETH MCARTHUR  |  THURSDAY, 21 MAR 2019
... space is my passion, and Australian Unity Trustees has a number of points of differentiation, including being part of a mutual organisation. This allows it to be absolutely and genuinely client and member focused."