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Showing 901 - 910 of 4007 results for "Accounts"

La Trobe fined for misleading investors

ELIZABETH MCARTHUR  |  MONDAY, 29 NOV 2021
... of performance. Since inception in 1999, no investor has ever suffered any loss of principal in any of the Credit Fund accounts referred to in ASIC's claim." ASIC's MoneySmart website defines a capital stable fund as: "A fund that invests across ...

Maple-Brown Abbott adds distribution role

CHLOE WALKER  |  MONDAY, 29 NOV 2021
... Srinivasan's role was created to help drive the distribution strategy with financial advisers, dealer groups, platforms and key accounts for its Australian equity, Asian equity and global emerging markets equity capabilities. Srinivasan, who has more ...

GSFM hires new product manager

KARREN VERGARA  |  MONDAY, 29 NOV 2021
... years. Prior to this role, she worked at Macquarie Group, AMP, and Wilson HTM in product manager roles across managed accounts, corporate superannuation, and compliance. She started her career in The Netherlands, where she worked at ING Investment Management ...

Are managed accounts living up to the hype?

ELIZABETH MCARTHUR  |  THURSDAY, 25 NOV 2021
At the Financial Standard Best Practice Forum on Managed Accounts, a panel of experts have offered their honest views on whether managed accounts are delivering on the hype surrounding them. MLC Asset Management head of investment consulting (managed ...

WealthO2 appoints to newly created role

CHLOE WALKER  |  WEDNESDAY, 24 NOV 2021
... during a strong period of growth for the company. "She [Rutty] brings extensive experience across customer success, key accounts, and relationship management to the team," Whelan said. "She is a welcome addition to WealthO2, and the broader team will ...

Former WA adviser charged with dishonest conduct

CHLOE WALKER  |  TUESDAY, 23 NOV 2021
... and failed to adequately disclose the effect of advice (clients becoming uninsured after closing their superannuation accounts). In 2017, ASIC permanently banned Fong from providing financial services or engaging in credit activities. Fong appealed ASIC's ...

Macquarie AM acquires logistics real estate portfolio

ANNABELLE DICKSON  |  TUESDAY, 23 NOV 2021
... million portfolio of CityFlex properties in Poland from commercial real estate developer 7R on behalf of one of its managed accounts. The 80,000 square metre last-mile logistics portfolio is comprised of four newly completed assets and two facilities ...

Forum: Do managed accounts measure up?

MICHELLE BALTAZAR  |  MONDAY, 22 NOV 2021
... Leading financial advisers, consultants and platforms will gather at a forum this Thursday to discuss the merits of managed accounts, how they have performed during COVID-19 and how to implement ESG advice within a managed account. Among the forum's ...

LICs, LITs move away from Aussie equities

ANNABELLE DICKSON  |  THURSDAY, 18 NOV 2021
... chief executive Ian Irvine said. Fixed income LITs also grew from $650 million to a current value of $5.5 billion and now accounts for 10% of the sector total. "This changing dynamic provides investors and their advisers with access to the closed-end ...

Demand for niche advice firms increases

KARREN VERGARA  |  TUESDAY, 16 NOV 2021
... derivatives, making them worth four times more, Radar Results chief executive John Birt said. AFSLs with managed discretionary accounts can sell for $120,000, while those with forex capability are rare and generate a premium. After the 2012 Future of ...