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Showing 8721 - 8730 of 22801 results for "Funds"

CFSGAM prepares IPO, names board candidates

DARREN SNYDER  |  TUESDAY, 17 APR 2018
... Asia Pacific. As at 31 December 2017, CFSGAM managed $219 billion of assets on behalf of institutional investors, pension funds, wholesale distributors, investment platforms, financial advisers and their clients worldwide.

MLC launches digital underwriting platform

KANIKA SOOD  |  TUESDAY, 17 APR 2018
... aims to building digital infrastructure for the insurer. Last year, MLC launched its online platform for superannuation funds called LifeView. LifeView aimed to integrate insurance for super fund trustees, administrators and members. Energy Super began ...

Fintech launches active trading platform with no monthly fees

KANIKA SOOD  |  TUESDAY, 17 APR 2018
... "With SaxoTraderPRO, we are aiming to provide professional traders and institutional investors at the small and medium-sized funds segment with a higher level of platform tools and functionality, which allows them to operate with similar capabilities ...

SMSF home bias drags returns

KARREN VERGARA  |  TUESDAY, 17 APR 2018
Self-managed super funds' home bias dragged returns for the sector in the 12 months to February, latest SuperGuard 360 research shows. According to the SG360 SMSF Reference Index, SMSFs generated a 5.5% return (before fees and tax) - well below the ...

Trustee services provider buys advice group

JAMIE WILLIAMSON  |  TUESDAY, 17 APR 2018
A trustee business linked to several of Australia's newest superannuation funds has acquired a non-aligned boutique financial advice group. As part of its ongoing expansion strategy, Trustee Partners has acquired Madison Financial Group from PHAROS ...

BTFG platform and investment expert resigns

KARREN VERGARA  |  TUESDAY, 17 APR 2018
... John Shuttleworth managed BTFG's platforms business since 2008 when the group acquired Asgard, overseeing the growth in funds under administration from $65 billion to $116 billion. He joined BTFG in 2004 as its head of marketing. BTFG chief executive ...

OneVue to create digital community via acquisition

JAMIE WILLIAMSON  |  TUESDAY, 17 APR 2018
... education platform for both financial advisers and consumers as part of a wider strategy to better connect the advice and funds management industries with investors. OneVue has bought digital distribution and education platform No More Practice Education. ...

SMSF expert joins boutique investment house

JAMIE WILLIAMSON  |  TUESDAY, 17 APR 2018
A self-managed superannuation industry stalwart has taken on a board advisory role with a boutique funds management firm. Former SMSF Association chief executive Andrea Slattery will advise the board of fund manager and individually managed account ...

Chief economist update: Back to the shops

BENJAMIN ONG  |  TUESDAY, 17 APR 2018
... increased confidence that inflation would return to 2% over the medium term, implied that the appropriate path for the federal funds rate over the next few years would likely be slightly steeper than they had previously expected." Repeat, "...slightly ...

NAB details serious compliance concerns in RC advice submission

JAMIE WILLIAMSON  |  MONDAY, 16 APR 2018
... that didn't benefit the customer. Instances of dishonest or illegal conduct were also cited, such as misappropriation of funds and advice to invest in a company in which the adviser had a financial interest. Involvement or potential involvement of advisers ...