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Showing 9491 - 9500 of 22801 results for "Funds"

Surge in adviser demand for managed accounts: Research

KARREN VERGARA  |  MONDAY, 24 JUL 2017
... managed accounts in the next 12 months. The surge in popularity was driven by the availability of a professional managing the funds (65%) followed by transparency benefits and tailored investment options (equal 42%). Some 62% of advisers are seeing clients ...

Atlantic Pacific Securities rebrands for wealth focus

JAMIE WILLIAMSON  |  MONDAY, 24 JUL 2017
Diversified funds management and financial advice firm Atlantic Pacific Securities is rebranding to ASR Wealth Advisers. The rebranding from APSEC to ASR Wealth Advisers (ASRW) aims to better align with the Australian Stock Report brand which is also ...

Westpac and Charter Hall in talks over infrastructure manager

DARREN SNYDER  |  MONDAY, 24 JUL 2017
... manager. Westpac told the ASX it has entered exclusive discussions with property group Charter Hall for the sale of Hastings Funds Management. Hastings, a global infrastructure and real assets manager which has operated for more than 22 years, currently ...

Investment managers turning to hungry retail market

ALEX BURKE  |  MONDAY, 24 JUL 2017
... global equities manager which appointed Equity Trustees as responsible entity for the retail versions of its two wholesale funds in March. Advisers and retail investors will now have access to the CI Global Equities Fund and CI Global Equities Fund (unhedged) ...

AMP Capital appoints independent directors

KARREN VERGARA  |  FRIDAY, 21 JUL 2017
... directors to its responsible entity and trustee boards. John Nesbitt, Ming Long and Peter Rowe will join the AMP Capital Funds Management and AMP Investment Services boards effective July 28. Serving as the new chair, Nesbitt has more than 40 years' ...

ASIC audits limited AFSLs

KARREN VERGARA  |  THURSDAY, 20 JUL 2017
... unregistered managed investment scheme since May 2010 and that Gem did not hold an AFSL. Until recently, Gem continued to raise funds from investors despite having been notified by ASIC of its concerns. ASIC was also concerned about VKK Investments' ...

Adviser group expands national footprint

KARREN VERGARA  |  THURSDAY, 20 JUL 2017
... Boutique Sydney wealth management firm Affinity Group acquired a stake in a Brisbane financial planning practice, boosting its funds under advice to more than $500 million. Affinity bought 50% of Hillross Financial Services, a Brisbane-based firm established ...

Asset managers held to higher standard: FSC

EMMA RAPAPORT  |  THURSDAY, 20 JUL 2017
... information about investments. "Australian fund managers are responsible for managing and growing one of the biggest pools of funds in the world - almost $3 trillion - the retirement savings of millions of Australians," Loane said. "Fund managers understand ...

Morningstar partners to drive adviser ESG education

JAMIE WILLIAMSON  |  THURSDAY, 20 JUL 2017
... Morningstar, a distinguished industry leader and pioneer in evaluating ESG metrics with its Morningstar Sustainability RatingTM for funds, to launch the MMI/Morningstar Sustainable Investing Initiative," MMI president and chief executive Craig Pfeiffer ...

NAB sells down stake in $350bn asset consultant

ALEX BURKE  |  WEDNESDAY, 19 JUL 2017
... investment advice and portfolio management solutions to our diverse clients," Mulcahy said. As at 30 June 2017, JANA recorded funds under advice of more than $350 billion. From its research Rainmaker estimates JANA sources about $280 billion from not-for-profit ...