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Showing 801 - 810 of 2121 results for "Morgan"

Misperception of independence jeopardising trust

JAMIE WILLIAMSON  |  FRIDAY, 1 DEC 2017
... trust in the financial planning industry has dropped 2% in the last 12 months, according to the latest figures from Roy Morgan. Findings from the research house's 2017 Superannuation and Wealth Management in Australia report shows trust in financial ...

Praemium solution signs first client

KARREN VERGARA  |  WEDNESDAY, 29 NOV 2017
... advisers while delivering an intuitive digital experience through our feature rich investor portal," Ohanessian said. J.P. Morgan was recently appointed to provide custody and equities execution services to the $7 billion platform's international separately ...

Former J.P. Morgan chief joins Future Fund

KARREN VERGARA  |  TUESDAY, 21 NOV 2017
The Future Fund appointed a former J.P. Morgan chief executive to its board. Robert Priestley joins the sovereign wealth fund's Board of Guardians, replacing Steven Harker who completed his five-year term. Priestley was the chief executive of J.P. Morgan ...

Financial services industry welcomes 'Yes' result

EMMA RAPAPORT  |  WEDNESDAY, 15 NOV 2017
... "diversity in the workforce" and argued that the "rights and liberties of all individuals are sacrosanct." Former J.P. Morgan managing director Janine Middleton, who personally signed a joint letter to the Prime Minister in support of civil marriage ...

Morningstar secures $337bn portfolio disclosure commitment

DARREN SNYDER  |  WEDNESDAY, 15 NOV 2017
... a small focus group of fund managers in the early days of the campaign including Aberdeen, Cbus, Franklin Templeton, JP Morgan, MFS, Nikko AM, Pengana, PIMCO, RARE, Fidelity and Vanguard. With many more joining the movement every day, our goal is to ...

Sporting arena ripe for new advice business

JAMIE WILLIAMSON  |  WEDNESDAY, 15 NOV 2017
... employing former athletes to help advisers better understand the challenges faced by professional sports people. For example, Morgan Stanley operates a Global Sports & Entertainment division, pairing its advisers with former athletes to address their ...

Nikko AM enters SMA partnership

JAMIE WILLIAMSON  |  TUESDAY, 14 NOV 2017
... acquired affiliate Ark Invest, Nikko AM is introducing the Nikko AM-ARK Disruptive Innovation SMA for Australian clients of Morgan Stanley Wealth Management. It is the first strategy from Nikko AM and ARK - which specialises in investing in disruptive ...

Industry veteran joins RBC, targets Australian growth

EMMA RAPAPORT  |  MONDAY, 13 NOV 2017
... experience in financial services, predominantly in custody and asset management, the majority of which was spent at J.P. Morgan where he was most recently executive director, sales and relationship management, Australia. Reporting to David Travers, managing ...

J.P. Morgan wins SMA custody mandate

JAMIE WILLIAMSON  |  MONDAY, 13 NOV 2017
J.P. Morgan will provide custody and equities execution services to support the new international separately managed accounts business of a $7 billion platform. Following a competitive tender process, Praemium has appointed the bank and will now offer ...

Mainstream renews boutique fund administration mandate

EMMA RAPAPORT  |  FRIDAY, 10 NOV 2017
... Australian Share Fund strategy. Kleindyk joined Ubique from Argo. Custodian for the Ubique Australian Share Fund is J.P. Morgan Chase Bank. As at September 2017, Mainstream provided administration services to 719 funds globally with assets in excess ...