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Showing 81 - 90 of 186 results for "Heath"

MDA provider upgrades offering

JAMIE WILLIAMSON  |  MONDAY, 13 MAR 2017
A managed discretionary account provider is partnering with a fintech to deliver a new cloud-based solution to financial advisers. managedaccounts.com.au will work with Melbourne-based CapitalRoad to upgrade its user interface and middle office requirements ...

Women key to finance sector culture issues

KARREN VERGARA  |  WEDNESDAY, 8 MAR 2017
The financial sector's culture weaknesses will drive more focus on the importance of gender diversity, according to AustralianSuper chair Heather Ridout. Ridout told this morning's ASX panel discussion on diversity in financial markets that giving women ...

SMSFs benefit from DomaCom deal

JAMIE WILLIAMSON  |  TUESDAY, 7 MAR 2017
DomaCom completed its first fractional property acquisition transaction via managedaccounts.com.au. Undertaking the transaction on behalf of Sydney-based advisory group Benwest Investment Services, DomaCom chief executive Arthur Naoumidis said the firm ...

IMAP ensuring greater representation for MDAs

JAMIE WILLIAMSON  |  THURSDAY, 23 FEB 2017
Ahead of new regulatory requirements the Institute of Managed Account Professionals will establish a sub-committee to represent the interests of managed discretionary account providers. Commencing in March, the MDA Providers Forum will be an invitation-only ...

RBA hires Women's Leadership Institute chair

ALEX BURKE  |  FRIDAY, 16 DEC 2016
The Reserve Bank will welcome the founding chair of the Women's Leadership Institute Australia as a new part-time board member. In addition to her role at the Women's Leadership Institute, Carol Schwartz is also chair of the Property Male Champions ...

Fiducian boosts FUA by $44m

ALEX BURKE  |  WEDNESDAY, 14 DEC 2016
Fiducian boosted its funds under advice by $44 million after agreeing to acquire two Victorian practices. The total consideration for the practices, which are based in northeast Melbourne and Gippsland, is $720,000. Following the dual acquisition, Fiducian's ...

Fiducian expands in to New Zealand

JAMIE WILLIAMSON  |  TUESDAY, 13 DEC 2016
Fiducian funds will now be distributed in New Zealand following a partnership with an NZ investment firm. Fiducian funds will be distributed by Heathcote Investment Partners which provides a proven model for successful promotion of select investment ...

Database unlocks global infrastructure opportunities

KERRIE SYDEE  |  WEDNESDAY, 7 DEC 2016
The Global Infrastructure Hub is launching an online database to give the private sector free information about government infrastructure projects around the globe. Project Pipeline will provide early stage visibility of potential projects and will ...

Morningstar hires insto business development head

ALEX BURKE  |  THURSDAY, 24 NOV 2016
Morningstar Australasia has appointed a new director of institutional business development. James Louw previously worked at Morningstar from 2008 to 2010 as head of institutional for Ibbotson. After that, he took on a role at Tascorp before becoming ...

Managed accounts market likely bigger than thought

JAMIE WILLIAMSON  |  FRIDAY, 23 SEP 2016
The Australian managed accounts market is well on the way to achieving Morgan Stanley's $60 billion FUM by 2020 prediction, with data released by the Institute of Managed Accounts Professionals (IMAP) indicating the market has more than doubled since ...