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Showing 801 - 810 of 2042 results for "TAI"

Ironbark, Zurich shutter funds

KANIKA SOOD  |  FRIDAY, 5 APR 2019
Ironbark Asset Management and Zurich Investments are shutting down three funds after the Sydney boutique managing them said it will stop asset management operations in July. Denning Pryce managed about $270 million for Aussie investors in alternative ...

AMP overhauls wealth leadership

ELIZABETH MCARTHUR, JAMIE WILLIAMSON  |  THURSDAY, 4 APR 2019
AMP has announced five new appointments to its wealth management leadership team. Dedicated to providing better experiences and outcomes for clients, AMP has built out the executive team charged with overseeing its troubled wealth management business. ...

Pinnacle partners with former Blue Sky executives

KANIKA SOOD  |  THURSDAY, 4 APR 2019
Pinnacle Investment Management has taken a stake in a new boutique set up by former Blue Sky executives, after it withdrew its bid to take over management of the Blue Sky Alternatives Access Fund last year. Pinnacle has partnered with Brisbane-based ...

NFP intra-fund advice is not a distribution channel

KARREN VERGARA  |  WEDNESDAY, 3 APR 2019
The value of financial advice provided via not-for-profit superannuation funds should not be tainted as a result of discussions about dismantling vertical integration. This is according to Industry Fund Services chief executive Cath Bowtell, who said ...

New wellbeing venture for BT

ELIZABETH MCARTHUR  |  WEDNESDAY, 3 APR 2019
BT has launched My Wellbeing Rewards and Portal for life insurance clients, giving them access to discounts and an online hub focussed on health and wellbeing. The My Wellbeing Portal will give clients access to articles on health and wellbeing, personalised ...

Financial services industry digs deep for charity

ELIZABETH MCARTHUR  |  MONDAY, 1 APR 2019
The annual FICAP 'Who Wants to be a RockStar?' event was a resounding success, as the financial services industry dug deep for charity. The event raised almost $300,000 for Raise, Learning Links and the Starlight Children's Foundation. About 800 people ...

Consumers confused by general, personal advice

ELIZABETH MCARTHUR  |  FRIDAY, 29 MAR 2019
ASIC has released a new report saying consumers are confusing different types of financial advice. New research by the regulator shows consumers are having a hard time telling the difference between 'general' and 'personal' advice, putting them at risk ...

SG Hiscock, DMP Asset Management to merge

HARRISON WORLEY  |  WEDNESDAY, 27 MAR 2019
Boutique fund manager SG Hiscock (SGH) and DMP Asset Management (DMPAM) have agreed to merge by the end of the month. In announcing the merger plans, the two firms said a union will see the formation of a new organisation based out of Melbourne, offering ...

Chief economist update: Japan should raise taxes another day

BENJAMIN ONG  |  WEDNESDAY, 27 MAR 2019
The just-released "Summary of Opinions at the Monetary Policy Meeting on March 14 and 15, 2019" contained the same optimism that the Bank of Japan (BOJ) had been telling us and itself for as long as I can remember. The same rose-tinted outlook on growth. ...

IRESS general manager joins advice group

JAMIE WILLIAMSON  |  THURSDAY, 14 MAR 2019
The former general manager of tailored solutions at IRESS is now leading a boutique financial advice group. Andrew Wootton has been appointed general manager of FYG Planners, following more than 11 years at IRESS. Bringing more than 30 years' experience ...