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Showing 9561 - 9570 of 22801 results for "Funds"

Easton to acquire $1.7bn advice group

ALEX BURKE  |  TUESDAY, 27 JUN 2017
Listed wealth firm Easton Investments is in talks to acquire a financial planning network with $1.7 billion in funds under advice. GPS Wealth, established in 2012, operates 82 practices with 123 advisers and 182 accountants throughout Australia. According ...

Fiducian retains custodian

JAMIE WILLIAMSON  |  MONDAY, 26 JUN 2017
... acquisitions over the past two years, Fiducian has grown its financial planning business by $340 million, bringing its total funds under management, administration and advice to over $5.5 billion.

ESG mispriced by markets: CFSGAM

ALEX BURKE  |  MONDAY, 26 JUN 2017
... and stewardship has had a positive influence on our investment performance. Across all asset classes globally, 75% of our funds have outperformed their respective benchmarks (86% on an asset-weighted basis) over the five years to 30 April 2017." He added ...

Human Super appoints inaugural chief executive

EMMA RAPAPORT  |  MONDAY, 26 JUN 2017
... financial services marketing as communications manager at BNP (Australasia), before taking on senior marketing positions at BT Funds Management, Close Finsbury Asset Management and Real Estate Investment Management. In 2011 she took a break from corporate ...

Super funds fight for financial inclusion

EMMA RAPAPORT  |  FRIDAY, 23 JUN 2017
Industry superannuation funds VicSuper and HESTA are among 30 organisations forming the national Financial Inclusion Action Plan, driving inclusion and resilience for adults who are experiencing financial exclusion. The initiative, facilitated by Good ...

Looming super reforms benefit millions

JAMIE WILLIAMSON  |  FRIDAY, 23 JUN 2017
... Superannuation Tax Offset (LISTO), will be received by about 3.1 million people - 63% of which the Association of Superannuation Funds of Australia estimates will be women. Providing a refund of contributions tax up to $500 to anyone earning less than ...

HUB24 lures BTFG executive

KARREN VERGARA  |  FRIDAY, 23 JUN 2017
... product and distribution strategies across BTFG's Panorama platform, helping it grow to 4000 SMSFs with $2.5 billion in funds under administration. In the early stages of his career, Lawrenson was also instrumental in building BT Wrap and in 2010, took ...

MLC Life adapts to meet shifting expectations

JAMIE WILLIAMSON  |  THURSDAY, 22 JUN 2017
... the website redesign offers an easy-to-use, informative and engaging experience for customers, advisers and superannuation funds. "A key objective of the new website is to educate customers and create a better understanding of life insurance. This objective ...

Eurozone gaining momentum

BENJAMIN ONG  |  THURSDAY, 22 JUN 2017
... took another step towards policy normalisation at its June FOMC meeting - announcing another 25 basis point lift in the fed funds rate from one to 1.25% (the second this year) while at the same time giving notice that it would "begin implementing a balance ...

BlackRock snares share of robo-adviser

JAMIE WILLIAMSON  |  WEDNESDAY, 21 JUN 2017
... to expand further into the European market. BlackRock led the recent second round of capital raising, bringing the total funds received by Scalable Capital to €41 million. Olson said the investment in Scalable Capital complements BlackRock's existing ...