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Showing 151 - 160 of 283 results for "SMAs"

SMSFs have cash top of mind

DARREN SNYDER | TUESDAY, 10 MAY 2016

... in investments held by its SMSF investors. The top three are managed funds (unitised trusts), separately managed accounts (SMAs), and listed shares. OneVue said investment in cash and term deposits by SMSF investors increased by 2.7% to 19.9% in the ...

Fiducian targeting SMAs

DARREN SNYDER | THURSDAY, 28 APR 2016

... provider Fiducian has flagged it will be targeting self-managed accounts in the next financial year, capitalising on the rise in SMAs being set up by independent financial advisers. Fiducian chief information officer Alan Dunne said the group's IT team ...

OneVue launches international equities capability

KERRIE SYDEE | TUESDAY, 19 APR 2016

... demand for access to global trading markets. The launch allows advisers and investors to access separately managed accounts (SMAs) that invest directly in companies listed across eight securities exchanges including Europe, the United States, Asia and ...

SMAs driving growth at fund manager Altair

MICHELLE BALTAZAR | MONDAY, 7 MAR 2016

... accounts solution is starting to bear fruit. Their funds under management has increased and their separately managed accounts (SMAs) are now available on two major platforms (Macquarie and netwealth). The group's admin staff and investment team have ...

Managed fund allocations jump

MARK SMITH | MONDAY, 7 MAR 2016

... in traditional asset classes for SMSFs - cash, direct shares and property - and their replacement with managed funds and SMAs (self-managed assets) indicates the professionalism that has come in developing portfolios," continued Marsh. "There's a world ...

Wealth forecasting engine announces Infocus as first client

DARREN SNYDER | MONDAY, 7 MAR 2016

... stages. Assets invested through Infocus' direct-to-consumer advice solution will be invested in separately managed accounts (SMAs) offered by Ibbotson Associates Australia. Infocus Wealth Management managing director Rod Bristow said in addition to outcomes ...

SMAs on Macquarie Wrap pass $100m milestone

STAFF WRITER | TUESDAY, 29 SEP 2015

Separately managed accounts (SMAs) on Macquarie Wrap have passed $100 million in funds under administration in its first year. The functionality was added to Macquarie Wrap in September 2014 to provide financial advisers with access to a range of SMAs. ...

FEATURE: Managed accounts - more than meets the eye

ALEX BURKE | FRIDAY, 4 SEP 2015

... public face of managed accounts The other common managed account structures Heather refers to are separately managed accounts (SMAs) and individually managed accounts (IMAs). IMAs offer roughly the same level of customisation and personalisation as an ...

SMAs ideal for low-touch clients

ALEX BURKE | THURSDAY, 27 AUG 2015

... JBWere/Investment Trends 2015 SMA Report, based on an online survey of 671 financial planners, suggests that the number of advisers using SMAs in client portfolios has risen from 17% last year to 20%. The report argues that this is due to a number of ...

NZ Super eyes glass to smash returns

DARREN SNYDER | FRIDAY, 14 AUG 2015

The New Zealand Superannuation Fund will have a place on the board of a US-based tinted glass manufacturer after purchasing a stake in the business for US$75 million. NZ Super Fund's head of international direct investment, Nigel Gormly, will take a ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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