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Showing 1181 - 1190 of 2662 results for "SEPA"

Advisers struggling with SMSF diversification

JAMIE WILLIAMSON  |  FRIDAY, 18 MAY 2018
Only one in five financial advisers consider clients' self-managed superannuation funds to be well diversified. The 2018 SMSF Insights Paper - a collaboration between Investment Trends, BT Financial Group and the SMSF Association - shows that despite ...

Thematic SMAs on the rise

JAMIE WILLIAMSON  |  WEDNESDAY, 16 MAY 2018
A thematic international investment house partnered with a $110 billion platform to provide access to several separately managed accounts. Praemium has added three themed global share portfolios from Macrovue; the Macroevue Car of the Future Concentrated ...

SMA provider to award $20m mandate

DARREN SNYDER  |  TUESDAY, 15 MAY 2018
A separately managed account provider will soon award a $15-20 million Australian equities mandate to a high conviction manager, but with a twist. Agentia is working with portfolio construction consultancy InvestSense to reshape its Australian equities ...

Trustee services provider appoints new chair

ALEX BURKE  |  TUESDAY, 15 MAY 2018
A trustee business linked to several of Australia's newest superannuation funds has appointed a new non-executive chair. Sargon Capital, which operates in Australia via Trustee Partners, appointed Robert Rankin as its new chair, joining new non-executive ...

Only 17pct of Aussie families seek advice: St.George

HARRISON WORLEY  |  TUESDAY, 15 MAY 2018
Latest research from St.George Bank highlights only 17% of Australian households seek financial advice. The bank's research also said 70% of parents taught themselves how to budget, however 43% did say there was some prior learning from their parents. ...

Vertical integration needs overhaul: Poll

KANIKA SOOD  |  MONDAY, 14 MAY 2018
As the advice industry reels from the impact of Royal Commission misconduct revelations that stemmed from vertically-integrated models, seven in ten Financial Standard readers are of the opinion these model need a revamp. Starting May 7, we asked our ...

ASIC and FPA submit recommendations to RC

HARRISON WORLEY  |  FRIDAY, 11 MAY 2018
ASIC and the FPA have made several recommendations to the Royal Commission, including eliminating the practice of grandfathered advice commissions. In its second round submission to the Commission, ASIC said it was concerned ongoing advice arrangements ...

MGP to expand super solutions, director resigns

KARREN VERGARA  |  THURSDAY, 10 MAY 2018
Managed Accounts Holdings is expanding its superannuation capabilities and is on track to acquire an existing Registrable Superannuation Entity. A non-executive director will also step down from the MGP board. The managed accounts and investment administrator ...

Kapstream appoints analyst, promotes internally

DARREN SNYDER  |  WEDNESDAY, 9 MAY 2018
Kapstream Capital welcomed a new credit analyst this week and announced internal promotions for three of its investment team members. Joining the Janus Henderson-owned fixed income manager as a credit analyst is Pauline Chrystal. She has nine years' ...

Industry wants one-stop-shop professional body: Poll

KARREN VERGARA  |  MONDAY, 7 MAY 2018
The financial services industry is voting in favour of one overarching professional body to oversee standards and codes of conduct, Financial Standard' latest spot poll shows. We asked readers to respond to the statement: Does the financial services ...