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Showing 1041 - 1050 of 1072 results for "Separately"

SMAs step up to platforms

... Financial Services (AFS) Group is the latest to join a growing number of dealer groups who are pioneering the use of separately managed accounts (SMAs), touted the biggest thing since platforms. AFS joins Tolhurst Noall and Lonsdale Financial as adviser ...

First Capital and Explorer to launch SMSF wrap 'OzSuper'

ASX listed finance group First Capital is set to acquire separately managed account (SMA) provider Explorer Group for $14.6 million and launch what it claims is the first self-managed super fund (SMSF) wrap in the country. Through the acquisition, First ...

Praemium adds NSW head of sales

KATE HAGE  |  THURSDAY, 13 JUL 2006
... include promoting Praemium's Portfolio Administration Services (PAS) among advisers and SMSF administrators and their separately managed account (SMA) technology. Previously Fiennes held positions with ABN AMRO Morgans, as a private client adviser, and ...

Lonsdale launches into SMAs with Direct Portfolio

HAMISH MADDEN  |  TUESDAY, 6 JUN 2006
Lonsdale Financial Group has announced that it is partnering with Direct Portfolio Services to roll-out separately managed account (SMA) capabilities to its adviser network. Lonsdale has decided to implement Direct Portfolio Services' ShareInvest SMA ...

Praemium joins forces with IWL and Coin

HAMISH MADDEN  |  TUESDAY, 23 MAY 2006
... non-proprietary External Platform Interface (EPI) standards, Praemium will team with IWL and Coin to integrate clients' separately managed accounts (SMAs) and portfolios managed by Praemium's portfolio administration service (PAS) with their own financial ...

Counting on SMAs with Praemium

Count Financial, the country's third largest network of financial advisers, has signed up with Praemium/MLIM's separately managed account (SMA) platform. While the managed accounts sector is well-established in the US, the local market is yet to embrace ...

Investors throw money at Praemium listing

HAMISH MADDEN  |  FRIDAY, 5 MAY 2006
... include some of Australia's largest financial service providers." Naoumidis added that Praemium is well ahead of the separately managed accounts trend (SMAs) and is well positioned to ride the expected wave of growth in the area. Praemium has already ...

Praemium goes public with $18m capital raising

HAMISH MADDEN  |  TUESDAY, 18 APR 2006
... penetrated all its potential markets. This, coupled with their development of technology for the administration of separately managed accounts (SMAs), is underpinning the potential for future growth. Partnering with Merrill Lynch Investment Managers ...

Genesys hunts for new Qld firms under BOQ deal

KATE HAGE  |  FRIDAY, 7 APR 2006
... Miles said helped establish the pairing. He added that under the arrangement the adviser groups and BOQ will be run separately. "The pilot reinforced the complementary cultures of our two businesses and our ability to capitalise on synergies between ...

FPA principles push fee transparency to highest levels ever

... "black letter" that would necessitate constant changes. Under the principles, planners must identify their advice fee separately in their Statement of Advice and disclose total fees for ongoing advice on a regular basis. "That way the cost of advice ...

Editor's Choice

Global X awards mandate for ETF business

ELIZA BAVIN
Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA
Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI
The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA
MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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