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Showing 861 - 870 of 2042 results for "TAI"

IFM Investors return fees to investors

KANIKA SOOD  |  TUESDAY, 4 SEP 2018
The $111 billion institutional fund manager is kicking back a portion of investment fees to its clients, as majority of its mandates outperform. IFM Investors' institutional clients in 19 countries are getting a fee rebate equivalent to 7.5% of ...

Praemium picks up new SMA partners

HARRISON WORLEY  |  THURSDAY, 30 AUG 2018
Three advisory groups have partnered with Praemium, moving to its integrated managed accounts solution. Thornton Group, Advisory Partners and Providence Wealth have partnered with Praemium for separately managed accounts. It continues the firm's recent ...

HNW advice firm adds new role

JAMIE WILLIAMSON  |  MONDAY, 27 AUG 2018
A former JP Morgan executive director joined a boutique private wealth firm in a newly-created role. Lipman Burgon & Partners has appointed Alex Pikoulas as portfolio manager within the firm's new investment Centre of Excellence. Bringing more than ...

AI to transform financial services: Deloitte

HARRISON WORLEY  |  TUESDAY, 21 AUG 2018
Artificial intelligence (AI) is set to transform the realities of financial institutions, according to a new research report. According to Deloitte and the World Economic Forum, AI will radically change front and back-office operations, and create major ...

Fiducian continues growth trajectory

JAMIE WILLIAMSON  |  FRIDAY, 17 AUG 2018
Fiducian Group has reported a 21% rise in underlying net profit and a $1 billion lift in funds under management, administration and advice. Releasing its full year results today, Fiducian recorded $10.5 million in UNPAT and an 18% increase in FUMAA ...

Customer data protections progress

DARREN SNYDER  |  WEDNESDAY, 15 AUG 2018
Wealth management firms have an opportunity to set the course around how they better deliver customer-oriented solutions following the Federal Government's release of draft legislation on the Consumer Data Right. The Consumer Data Right is aimed to ...

Productivity Commission proposes more changes to financial advice

KARREN VERGARA  |  MONDAY, 6 AUG 2018
The financial advice industry is bracing itself for more proposed changes to approved product lists (APLs), remuneration and terminology following the Productivity Commission's inquiry into the state of competition in Australia's financial system. ...

Digital advice, fintech firms merge

KANIKA SOOD  |  FRIDAY, 3 AUG 2018
A B2B digital advice firm co-founded by a former Vanguard Australia executive has merged with a retiree advice platform founded by a former Challenger distribution head. In a deal finalised this morning, SuperEd merged with Retirement Essentials. SuperEd ...

AFSL launches new IFA dealer service

JAMIE WILLIAMSON  |  THURSDAY, 2 AUG 2018
A financial advice dealer group will provide licensee services to non-aligned advisers by way of a new white label offering. TAL's Affinia Financial Advisers has launched Affinia Access, enabling AFSLs to operate under their own license and brand with ...

ARCO takes a net short on Australian financials

KANIKA SOOD  |  WEDNESDAY, 1 AUG 2018
ARCO fund manager George Colman says the absolute return fund has taken a "modest" net short position on Australian financials, as he sees regulatory developments compounding the spike in wholesale funding costs and credit cycle risks. Regional banks ...