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Showing 1881 - 1890 of 4013 results for "Accounts"

Boutique asset manager expands investment team

JAMIE WILLIAMSON  |  FRIDAY, 25 MAY 2018
... to further broaden the investment team's skill set and to continue to build their reputation as a specialist managed accounts provider." Just last month Ralton appointed a new portfolio manager from Rest. Will Riggall joined the boutique from his role ...

$900bn of wealth soon up for grabs: Research

HARRISON WORLEY  |  THURSDAY, 24 MAY 2018
... explosion of self-licensed practices is driving more open approved product lists, including stunning growth in managed accounts. "Invariably there will be winners and losers as vendors scramble to adjust product and distribution strategies to stay ahead ...

T. Rowe Price appoints head of research

KANIKA SOOD  |  WEDNESDAY, 23 MAY 2018
... relationship management Australia and New Zealand Murray Brewer. The AUM includes unit investment trust and separate accounts, and is subject to adjustment. T. Rowe Price's Australian Equity Fund held $29.2 million and returned 8.15% over three years ...

New partnership to simplify estate planning

JAMIE WILLIAMSON  |  MONDAY, 21 MAY 2018
... Macquarie's open banking platform, offering users real-time access to the institution's investment and cash management accounts. Myprosperity said doing this will allow its 530 financial advisers to give clients a "complete view of their entire financial ...

Managed accounts aid adviser time management

JAMIE WILLIAMSON  |  FRIDAY, 18 MAY 2018
Financial advisers using managed accounts are saving an average of 12.4 hours per week on portfolio management tasks, according to research from NAB and Investment Trends. The report shows using a managed account structure shaves the most time off investment ...

Industry fund drops admin fees

JAMIE WILLIAMSON  |  THURSDAY, 17 MAY 2018
... administration fees following a review. VicSuper has lowered administration fees across its FutureSaver and Flexible Income accounts. Fees for the former have been reduced from 0.28% to 0.19% per annum, while the latter have decreased to 0.22% from 0.28% ...

Thematic SMAs on the rise

JAMIE WILLIAMSON  |  WEDNESDAY, 16 MAY 2018
... international investment house partnered with a $110 billion platform to provide access to several separately managed accounts. Praemium has added three themed global share portfolios from Macrovue; the Macroevue Car of the Future Concentrated Equity ...

Only 17pct of Aussie families seek advice: St.George

HARRISON WORLEY  |  TUESDAY, 15 MAY 2018
... families to regularly review their finances. "At St.George we encourage families to regularly review their finances and accounts at least once per year to ensure you have the right accounts and saving strategies to suit the changing needs of your family," ...

Budget measures to drive up super costs

ALEX BURKE  |  MONDAY, 14 MAY 2018
... about exit fees from "maybe five or 10 people" in her 10 years with NGS Super, adding the passive fee caps on inactive accounts may also present administrative issues: "We're still working through the Government's definition of an inactive account. You ...

Link Group loses $15bn industry fund mandate

ALEX BURKE  |  THURSDAY, 10 MAY 2018
... respectively - in March. Discussing changes in the Budget - specifically, the transfer of low-balance inactive super accounts to the ATO - Link said this may have a "material impact on the number of members administered" by the group. Link said it could ...