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Showing 1611 - 1620 of 3302 results for "Via"

Government to increase SMSF member limit

KARREN VERGARA  |  MONDAY, 30 APR 2018
... specialist adviser Liam Shorte said on Twitter having six members opens up strategy options that can keep commercial property via intergenerational transfers. The proposals won't force the sale of properties out of the SMSF in the event a parent's death ...

MGP responds to Henderson's RC hearing

JAMIE WILLIAMSON  |  FRIDAY, 27 APR 2018
... managed accounts vehicle as facilitated by MGP. In response to questioning, Henderson later admitted that he owned shares via his self-managed superannuation fund which he sold in 2017 following a complaint by a former client to the Financial Planning ...

OneVue and managed account provider add scale to advice firm

JAMIE WILLIAMSON  |  THURSDAY, 26 APR 2018
... Victorian advice practice Kuda Wealth now offers a suite of risk-based portfolios designed and built by Watershed Funds Management via the OneVue platform. Kuda Wealth principal Michael Davie said he found OneVue's functionality to be more advanced than ...

Robo-adviser partners with private wealth firm

KARREN VERGARA  |  TUESDAY, 24 APR 2018
... Investment Services (CHOIS). CHOIS will use Clover's proprietary digital advice technology and portfolio management capabilities via the robo-adviser's managed discretionary account (MDA) service. Clover chief executive and co-founder Sahil Kaura said ...

New CEO to join MQA after restructure

ALEX BURKE  |  MONDAY, 23 APR 2018
... an internalisation of MQA management." After that, Macquarie sold down its remaining stake in the listed investment company via a bookbuild to a number of institutional investors. Both parties have now come to an agreement regarding the terms of the ...

Government targeted for delaying Royal Commission

ALEX BURKE  |  FRIDAY, 20 APR 2018
The Turnbull Government's initial resistance to the Royal Commission was targeted by social media this week. Perhaps unsurprisingly, much of the criticism was leveled by Labor and Greens politicians - although the former Deputy Prime Minister also expressed ...

New manager raising $30m for crypto fund

ALEX BURKE  |  WEDNESDAY, 18 APR 2018
A new investment manager launched by tech veterans is seeking to raise $30 million for one of Australia's first funds dedicated exclusively to cryptocurrency investments. Anti Hero Capital, whose managing partners also founded tech agency M5859, are ...

ASIC hits former NAB adviser with permanent ban

ALEX BURKE  |  WEDNESDAY, 18 APR 2018
... of using false documents to obtain a financial advantage. Between June 2011 and April 2015, Martin obtained about $208,000 via advising clients of investment opportunities; telling said clients he would invest on their behalf; asking clients to transfer ...

OneVue to create digital community via acquisition

JAMIE WILLIAMSON  |  TUESDAY, 17 APR 2018
OneVue acquired an online education platform for both financial advisers and consumers as part of a wider strategy to better connect the advice and funds management industries with investors. OneVue has bought digital distribution and education platform ...

Banks put revenue above quality advice: FSU

ALEX BURKE  |  MONDAY, 16 APR 2018
... was announced, Angrisano said the quickest way to rebuild trust, and develop an ethical and prosperous banking sector isn't via piecemeal reform, committees or self-regulation, but a Royal Commission that "goes to the heart of poor culture." Follow Financial ...