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Showing 1651 - 1660 of 2662 results for "SEPA"

WB Financial launches SMA service with Praemium

LAURA MILLAN  |  TUESDAY, 27 MAY 2014
Wealth management firm WB Financial has relaunched its Agentia separately managed account (SMA) service on the Praemium platform. The service is available in super and non-super structures and it includes 11 new diversified model portfolios. The models ...

T. Rowe Price partners with BT and Mosaic

JAMES FERNYHOUGH  |  THURSDAY, 22 MAY 2014
T. Rowe Price has partnered with Mosaic and, separately, with BT Financial Group to develop two global fixed income products. The Specialist Income Fund was developed with Mosaic for Shadforth Financial Group and its aligned advisers' client base, while ...

YBR acquires mortgage aggregator for $17.6 million

ALICE URIBE  |  MONDAY, 19 MAY 2014
Wealth management firm Yellow Brick Road (YBR) has received irrevocable acceptance from all 24 shareholders in Vow Financial Holdings for its offer to acquire 100% of the mortgage aggregator. The offer valued Vow at $17.6 million and shareholders have ...

FPA campaigns for a separation of product and advice

LAURA MILLAN  |  MONDAY, 19 MAY 2014
The Financial Planning Association (FPA) has asked the government to create "a surgical cut" between product sales and financial advice. The campaign promotes the inclusion of SoPA -or separation of product and advice- into FoFA -or the Future of Financial ...

Budget reply speech 2014 -15: Bill Shorten

SMSF flexibility makes them error prone

ALEX DUNNIN  |  FRIDAY, 16 MAY 2014
Self-managed super funds not being required to report to their members is one of the reasons these funds are vulnerable to compliance problems. Speaking at this week's Financial Services Technical Services forum, AMP SMSF Administration head of technical ...

Market Wrap AM

AAP  |  MONDAY, 12 MAY 2014
The Australian market looks set to open flat despite a rally in US stocks with the Dow closing its last session at a fresh record high. At 0805 AEST on Monday, the June share price index futures contract was flat at 5,445. The Dow Jones Industrial Average ...

Stakeholders stage FoFA confrontation in Senate submissions

LAURA MILLAN  |  WEDNESDAY, 7 MAY 2014
A new round of submissions to the Senate inquiry into the Future of Financial Advice (FoFA) amendments has seen consumers, academics and industry bodies holding increasingly opposing positions. Most stakeholders focused on the most controversial topics ...

Blue Sky launches first listed investment company

MARK SMITH  |  WEDNESDAY, 7 MAY 2014
Blue Sky Alternative Investments has launched an initial public offering (IPO) to raise up to $100 million to list Australia's first diversified, alternatives-focused Listed Investment Company (LIC) on the ASX. With the listing, the company is aiming ...

Managed accounts take-up jump 63%: survey

STAFF WRITER  |  TUESDAY, 6 MAY 2014
Rainmaker's 2013 survey of adviser groups found that 26 adviser groups have reported being associated with a managed account, up 63% from the 16 who reported a similar association in 2008. While this may be considered a relatively small number, the ...