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Showing 101 - 110 of 186 results for "Heath"

Morningstar says retirees need balance

DARREN SNYDER  |  FRIDAY, 29 JAN 2016
The latest research paper by Morningstar confirms balanced investment portfolios are most likely the best option for Australians when considering all the trade-offs around retirement income. Looking at the probability of successful withdrawal rates ...

Cumulus practices dumping wraps for MDAs

ALEX BURKE  |  WEDNESDAY, 9 DEC 2015
Four Cumulus Financial Group-aligned practices have started offering managed discretionary account services, finding them more efficient than wrap platforms. The practices - Shine Financial Services, Array Financial Services, Mayneline Financial Services ...

Two IPAC advisers join independent firm

MARK SMITH  |  WEDNESDAY, 2 DEC 2015
Independent advice firm Fitzpatricks Private Wealth has recruited two senior advisers from IPAC to its AFSL in Victoria. Bev Manallack and Heather Boughton join the company on 7 December from IPAC and will operate out of Fitzpatricks' Collins Street ...

DomaCom added to managedaccounts.com.au

MARK SMITH  |  FRIDAY, 16 OCT 2015
Managedaccounts.com.au has added fractional property fund manager DomaCom to its platform. Managed accounts offer portfolios created to meet specific investment needs but until now, real property has been under-represented on platforms. "Property is ...

GFC drove advisers to managed accounts

ALEX BURKE  |  THURSDAY, 8 OCT 2015
The GFC was a defining chapter in the growth of managed accounts, according to panelists at the 2015 Financial Standard Best Practice Managed Accounts Forum. Speaking on a panel chaired by managedaccounts.com.au chief executive David Heather, Paradigm ...

FEATURE: Managed accounts - more than meets the eye

ALEX BURKE  |  FRIDAY, 4 SEP 2015
David Heather has been waiting for managed accounts to take off since 2001. The managedaccounts.com.au chief executive has watched interest grow across the investment spectrum, from large institutions to retail accumulators, but he's never seen any ...

Sigma wins industry fund equities mandate

LAURA MILLAN  |  THURSDAY, 3 SEP 2015
... outperformed the S&P/ASX300 Accumulation index by 2.2% per annum since inception four years ago. Sigma director and founder Heath Behncke said the firm could not reveal the name of the fund or how much the mandate was for. He said: "At a time where passive ...

AFA Female Excellence semi-finalists named

MARK SMITH  |  TUESDAY, 25 AUG 2015
The Association of Financial Advisers (AFA) and TAL have announced the semi-finalists for the 2015 AFA Female Excellence in Advice Award. Next Step Financial Group's Crystal Broadfoot, Perspective Financial Services' Esther Althaus, Carrington Financial ...

Advisers looking to offer MDA services

STAFF WRITER  |  TUESDAY, 4 AUG 2015
Managed discretionary account (MDA) operator Managed Account Holdings Limited (MGP) has noted a significant increase in the MDA structure from advice firms. In a statement, it noted that ten new advice firms have signed an agreement with MGP this year ...

Super pool reducing Aussie reliance on foreign capital: ASFA

DARREN SNYDER  |  MONDAY, 15 JUN 2015
Australia's compulsory superannuation system and its positive effects for individuals and the economy should not be lost in the Tax Discussion Paper process. This is the view of the Association of Superannuation Funds of Australia (ASFA), who recently ...