Search ResultsShowing 71 - 80 of 100+ results for Elizabeth McArthur
Super fund awards Australian equity mandate
ELIZABETH MCARTHUR  |  FRIDAY, 2 AUG 2019
A $43 billion superannuation fund has awarded an Australian equity mandate to a specialist fund manager. State Super has selected Martin Currie to manage a mandate for its retirement-focused equity income strategy. The amount to be overseen by Martin ...
TPB welcomes independent review
ELIZABETH MCARTHUR  |  FRIDAY, 2 AUG 2019
The Tax Practitioners Board (TPB) welcomed the release of a discussion paper in the review of the TPB and the Tax Agent Services Act 2009. The new discussion paper outlines the views of Keith James, who is heading up the independent review into the ...
More jobs more problems: FSC
ELIZABETH MCARTHUR  |  FRIDAY, 2 AUG 2019
New data from the Australian Bureau of Statistics (ABS) shows 2.1 million Australians held multiple jobs in 2016-17, meaning they are likely to hold multiple superannuation accounts. The Financial Services Council (FSC) said the data should be strong ...
Xplore continues hunt for chief executive
ELIZABETH MCARTHUR  |  FRIDAY, 2 AUG 2019
ASX-listed platform provider Xplore Wealth released its quarterly update, confirming the appointment of a new chief executive is still pending. David Heather stepped down in February on "mutual terms" after four years in the top job. Since then, former ...
Advice resilient under pressure: Research
ELIZABETH MCARTHUR  |  THURSDAY, 1 AUG 2019
Just 11% of financial advisers plan to leave the industry if the full recommendations from the Royal Commission are implemented. However, data shows the industry's outlook as a whole remains positive. This is a key finding from Investment Trends' 2019 ...
Patersons launches first SMAs
ELIZABETH MCARTHUR  |  THURSDAY, 1 AUG 2019
Patersons Securities has launched its first separately managed account offerings. The stockbroking and wealth management firm released two SMA models this week. The models had previously been run by Patersons as in-house model portfolios. It is the ...
Managed accounts hit milestone
ELIZABETH MCARTHUR  |  WEDNESDAY, 31 JUL 2019
Managed accounts have reached a growth milestone, now making up 29% of the investment market in Australia. Managed accounts funds under administration grew by 17% to $51 billion in the 12 months to March, according to Rainmaker data. Platform funds ...
Iress announces changes to Xplan
ELIZABETH MCARTHUR  |  WEDNESDAY, 31 JUL 2019
Iress has made several improvements to its popular Xplan offering which should improve functionality for thousands of advisers. The changes to the advice software platform will be released on Friday. Iress says these changes followed a year of user ...
SuperFriend boosts leadership
ELIZABETH MCARTHUR  |  TUESDAY, 30 JUL 2019
The workplace wellbeing partner of the superannuation industry announced several newly created executive leadership roles as part of its expansion plans. Sandy MacLeod will become general manager of insurance solutions. He joins from CommInsure where ...
Spectrum Wealth representatives find new homes
ELIZABETH MCARTHUR  |  MONDAY, 29 JUL 2019
Spectrum Wealth Advisers is seeking to cancel its licence and is no longer providing financial services, with many representatives having now joined new licensees. ASIC recently advised clients of Spectrum Wealth Advisers and the advisers registered ...
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