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Lonsec supports managed account growth with key business development hire

Lonsec is pleased to announce that Tony Nejasmic will be joining the team as Head of Wealth Management Sales. Due to the rapid expansion of our managed accounts business, coupled with the ongoing growth of our iRate® research platform, Lonsec is expanding its business development function and is excited about having someone with Tony’s credentials […]

17 Jun 2019

Count Plus makes transformational acquisition of Count Financial

From Count Financial Limited

CountPlus Limited (ASX: CUP), together with a special purpose subsidiary of a discretionary trust established by CUP for the benefit of Count Member Firms (CMFT), will acquire the Count Financial Limited (Count Financial) business from its current owner Commonwealth Bank of Australia (ASX: CBA). CUP will hold 85% and the CMFT 15% of Count Financial. The […]

14 Jun 2019

State Street Global Advisors now offering ETF Model Portfolios through Praemium

From State Street Global Advisers

State Street Global Advisors, the asset management arm of State Street Corporation (NYSE: STT), has announced it has partnered with leading Managed Accounts platform Praemium to offer a suite of new exchange-traded fund (ETF) Model Portfolios. The ETF Model Portfolios available on the Praemium platform include a range of riskbased ETF Model Portfolios – moderate, […]

14 Jun 2019

Peak Re develops a new cancer multi-protection solution for Vietnam – Part of the Company’s strategy to narrow underinsurance gap in emerging Asia

From Peak re

Peak Reinsurance Company Limited (“Peak Re”), a Hong Kong-based global reinsurer, has developed a unique multiple cancer benefits reinsurance solutions for Vietnam. It is part of the Company’s strategy to support the evolving needs of the emerging middle class and address the protection gaps in emerging Asia. “Cancer Multi-Pay” is a multi-protection policy that provides […]

14 Jun 2019

Five new appointments at Frontier Advisors

From Frontier Advisors

Frontier Advisors has announced the appointment of five new hires in their consulting team, in the same month as three other recently appointed staff join the expanding firm. The new additions to Frontier will bolster capability across a number of key areas of the business, including Investment Strategy, Alternatives, Debt, Technology and general consulting. Paul […]

14 Jun 2019

AMP recognises outstanding financial advice and advisers

From AMP Capital

Outstanding financial advisers and advice practices in AMP’s network have been recognised in the AMP Adviser Awards. Advisers were awarded for outstanding examples of financial advice and their contribution to the community while the awards also highlighted strongly performing businesses among AMP’s nationwide network of advice practices. Individuals and businesses were awarded across the Charter, […]

13 Jun 2019

Christian Super appoints Robeco for enhanced indexing mandate

From Robeco

Robeco has been selected for a $100-million mandate by Christian Super for its Enhanced Indexing strategy. The expertise and experience of Robeco in integrating environmental, social and governance (ESG) criteria in investment decisions was an important factor in the decision. Robeco Enhanced Indexing Equities is an alternative to passive investing for investors looking for stable […]

13 Jun 2019

Ausbil appoints National Manager, Institutional Business

From Ausbil

In response to increasing demand both domestically and internationally, Ausbil Investment Management (Ausbil) has appointed Camila Skalberg as National Manager, Institutional Business. Ms Skalberg will be responsible for existing and new relationships with institutional clients and consultant relations. Ausbil, which has $11.7 billion in assets under management[1], has a mix of retail and institutional investors, including industry super funds, government funds and not-for- profits. Ms Skalberg was most recently a Portfolio Manager in Tailored Investment Solutions at AMP Capital working with institutional clients. Prior to that she was at the institutional investment manager, Wellington […]

13 Jun 2019

UNSW Business School to examine reverse mortgages

From University of New South Wales

Researchers from UNSW Business School will investigate behavioural and other issues behind the low uptake of reverse mortgages in Australia. A reverse mortgage is a loan that enables homeowners to access their home equity; the homeowner can borrow without having to make repayments while living in the home. Home equity is typically the largest component […]

12 Jun 2019

Domacom launches Senior Equity Release

From Domacom

DomaCom’s long awaited Senior Equity Release was launched this week with an adviser accreditation course that will enable financial advisers to provide sign-off to seniors 60 years + looking for an equity release on their home. DomaCom is the first equity release to be issued as a financial product. All other equity release products are […]

12 Jun 2019