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CORRECTION: AFA COO joins netwealth
STAFF WRITER  |  THURSDAY, 27 AUG 2015
An executive from the Association of Financial Advisers (AFA) will join netwealth as head of governance and advice. Phil Anderson was the AFA's chief operating officer and will now lead netwealth-owned Pathway Licensee Service. He will also provide ...
Lonsec partners with robo advice provider
STAFF WRITER  |  THURSDAY, 27 AUG 2015
Lonsec Research has partnered with a firm that provides an automated investment service to build model portfolios for its clients. Ignition Wealth will in turn benefit from Lonsec's research in a service that will launch later this year. Lonsec Fiscal ...
Managers pressured by more demanding clients
STAFF WRITER  |  TUESDAY, 25 AUG 2015
Australian asset managers are under pressure to develop customised solutions for institutional clients who are shifting portfolio management in-house at an ever increasing rate, a new report by State Street has found. Almost three quarters of asset ...
OneVue wins ChinaAMC mandate
STAFF WRITER  |  MONDAY, 24 AUG 2015
OneVue will provide responsible entity and unit registry services for China Asset Management (ChinaAMC) and Azure Funds Management's ChinaAMC China Opportunities fund. Under the agreement, ChinaAMC - which currently manages roughly $150 billion in assets ...
AMP names new Charter and ipac managing director
STAFF WRITER  |  FRIDAY, 21 AUG 2015
AMP has appointed a managing director of Charter and ipac, reporting to AMP group executive advice and banking, Rob Caprioli. Tim Mitchell-Adams will be responsible for leading the Charter, ipac, Jigsaw and SMSF Advice businesses. Mitchell-Adams previously ...
William Blair earns Lonsec rating
STAFF WRITER  |  FRIDAY, 21 AUG 2015
The William Blair Emerging Markets Leaders Fund has received its first rating by research house Lonsec. Lonsec said the fund's strengths include "the manager's history of managing emerging markets portfolios" and also "a quality portfolio management ...
SelectingSuper CompareOnline enhances research depth
STAFF WRITER  |  THURSDAY, 20 AUG 2015
Rainmaker has dramatically enhanced the product research data depth available in its SelectingSuper CompareOnline SOA and superannuation comparison website. SelectingSuper CompareOnline is the web-based comparison system used by adviser groups, super ...
Investec fund acquires Brisbane property
STAFF WRITER  |  THURSDAY, 20 AUG 2015
Investec Australia Property Fund (IAPF) has acquired an $18.15 million property in a Brisbane industrial suburb. The acquisition, which is fully funded with debt, brings the value of the fund's total portfolio to $379.45 million and the fund's gearing ...
H&R Block launches SMSF set-up service
STAFF WRITER  |  THURSDAY, 20 AUG 2015
H&R Block, Australia's largest firm of tax accountants, has established a service for self-directed investors to set-up and manage their own funds. H&R Block SMSF Solutions helps ordinary Australians through the whole SMSF process from set-up to tax ...
BT reveals winners of national awards
STAFF WRITER  |  WEDNESDAY, 19 AUG 2015
BT Financial Group handed the awards to best adviser, best practice of the year and rising star at a ceremony at Parliament House in Canberra. McPhail HLG Financial Planning director and adviser Anne Graham was awarded Adviser of the Year, while the ...
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