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Showing 1321 - 1330 of 3297 results for "Via"

Perpetual Private awards bond mandate

JAMIE WILLIAMSON  |  THURSDAY, 14 NOV 2019
... the mandate, which sees an undisclosed amount invested by Perpetual Private in Colchester's global government bond strategy via an SMA. Colchester's fund will also now be included in Perpetual Private's implemented fixed income portfolio and fixed income ...

Superannuation expert joins law firm

KANIKA SOOD  |  THURSDAY, 14 NOV 2019
... compliance services at the highest quality level." SUPERCentral's main business is helping with legal documentation for SMSFs, via financial advisers. It also does estate planning and wealth management compliance documentation. Its legal team has ...

New career move for ex-SuperConcepts head

ELIZABETH MCARTHUR  |  THURSDAY, 14 NOV 2019
... presence in the SMSF market." He added that SuperAA is the fastest growing SMSF business in Australia. "It has achieved this via organic growth rather than via acquisition," Doulgeridis said. "The secret to its success is very simple; provide exceptional ...

Cbus enters corporate super

JAMIE WILLIAMSON  |  WEDNESDAY, 13 NOV 2019
... offering this week. Cbus officially launched its Cbus Corporate Super product on Monday for those who wish to join the fund via their employer. The product is available to any employer with a minimum of 50 eligible employees. If the number of employees ...

Calls for clarity on personal advice in DDO

KANIKA SOOD  |  MONDAY, 11 NOV 2019
... broaden the definition of excluded conduct to include such situations. "A large proportion of retail financial products are held via platforms where advice is provided by a third party entity which is not an associate of the platform provider," the FSC ...

High net worths want more: Research

HARRISON WORLEY  |  FRIDAY, 8 NOV 2019
... have noticed a healthy demand for alternative assets," Davidson said. "Many of these investments are not typically available via a platform structure, so we work closely with adviser groups using our platform to ensure we can facilitate access. "On average ...

BT shuts down two funds

KANIKA SOOD  |  THURSDAY, 7 NOV 2019
BT Financial Group has shut down a $670 million global property fund and a $293 million Asian shares fund, as it sees them unsuitable for retail investors. The bigger of the two funds, Advance Global Property Fund was managed by Principal Global Investors ...

Pengana to acquire stake in US firm

ELIZA BAVIN  |  THURSDAY, 7 NOV 2019
... base. Pengana founder Russel Pillemer said: "This is a great opportunity for Pengana to expand into the US market not only via the growth of Lizard's global small cap capabilities but also by utilising Lizard as a platform to launch additional offerings ...

Trustee firm, super fund in hot water

JAMIE WILLIAMSON  |  WEDNESDAY, 6 NOV 2019
... mobiSuper is provided by TAL. According to ASIC, Mobi offered an obligation-free 'lost super' search to consumers via online advertising campaigns with the primary objective of getting them to join the fund and roll their other super balances ...

AMP extends adviser deadline

JAMIE WILLIAMSON  |  WEDNESDAY, 30 OCT 2019
AMP and the AMP Financial Planners Association have commented on the decision to extend the October 31 deadline originally given to financial advisers given notice by the wealth giant. Meanwhile, the AMPFPA has confirmed action against AMP will likely ...