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Showing 91 - 100 of 311 results for "SEQ"

APRA funds can learn from SMSFs: Rice Warner

ELIZA BAVIN  |  FRIDAY, 10 JUL 2020
Self-managed super funds have the edge over their APRA-regulated counterparts, according to insights from Rice Warner. Rice Warner said SMSFs cater well for retirees as their structures are more sensible and allow retirees to manage their finances properly. ...

Sequoia acquires advice firm

ALLY SELBY  |  WEDNESDAY, 8 JUL 2020
Sequoia Financial Group has entered into a purchase of assets agreement with financial advice firm Total Cover Australia, through the company's subsidiary InterPrac Securities. It is the fourth acquisition of a retiring InterPrac adviser's portfolio ...

OneVue scores admin mandate

KANIKA SOOD  |  MONDAY, 29 JUN 2020
Amid the Sargon kerfuffle and an acquisition bid, OneVue has managed to snag its single biggest client in its managed funds administration business. Australian Unity Wealth & Capital Markets (AUWCM) has signed a five-year outsourced managed fund administration ...

COVID-19 dampens retirement expectations: Study

ALLY SELBY  |  MONDAY, 22 JUN 2020
New research has revealed the extent of the economic impact of the COVID-19 pandemic on the nation's retirees, with many now fearful for the future. In a survey of 1007 current and prospective retirees nationwide, Allianz Retire+ found that four ...

The secret to neutralising sequencing risk

ALLY SELBY  |  TUESDAY, 16 JUN 2020
A Melbourne-based investment management firm says the key to avoiding sequencing risk is to build an "all weather" portfolio. Absolute-return fund Cor Capital said pre-retirees and retirees in particular need to pay attention to sequencing risk to avoid ...

Major OneVue shareholder says IRESS bid too low

KANIKA SOOD  |  FRIDAY, 12 JUN 2020
Billionaire investor and OneVue shareholder Alex Waislitz says IRESS's offer to acquire OVH for 40 cents a share is a far cry from the company's actual value. Waislitz's Thorney Opportunities and related companies started buying stock in ...

Impact offers opportunity during crisis: Report

ELIZA BAVIN  |  MONDAY, 1 JUN 2020
As COVID-19 exposes entrenched problems in society, the ability to scale social impact investments in Australia holds significant promise to drive progress towards solutions, a new report reveals. UTS associate professor Danielle Logue and Dr Gillian ...

Sequoia to acquire wealth group

KANIKA SOOD  |  MONDAY, 1 JUN 2020
... acquisition consideration may be up to $1 million depending on the number of advisers that accept the offer, according to SEQ. Phillip Capital has 23 advisers, including 14 in Victoria, four in New South Wales and five in Queensland. "The client list ...

IRESS advances surprise bid for OneVue

KANIKA SOOD  |  MONDAY, 1 JUN 2020
In a surprise announcement this morning, IRESS made an offer to acquire OneVue, whose shareholders have been waiting on the company's previously-announced buyback and recovery of money owed to it by Sargon entities. IRESS is offering to buy all ...

Madison sale slated for May completion

KANIKA SOOD  |  WEDNESDAY, 29 APR 2020
OneVue is on track on complete the sale of dealer group Madison next month, the company said in quarterly update released this morning. OneVue took control of Madison Group in early February from Sargon Capital, as the ASX-listed companies tries to ...