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Showing 171 - 180 of 877 results for "Separately"

ASIC drags Evans Dixon to court

KANIKA SOOD  |  FRIDAY, 4 SEP 2020
... (between 2 September 2015 and 31 May 2019). It is further alleging 51 instances (which it thinks should be treated separately) of financial advice to the eight sample clients resulted in two or more contraventions each of the best interests duty under ...

Mayfair 101 in damage control

ELIZABETH MCARTHUR  |  MONDAY, 17 AUG 2020
... advised the Court that he is happy to surrender his passport to the Court. Mr Mawhinney makes a similar offer to ASIC." Separately, Mayfair 101 wrote to IPO Wealth unitholders to "call out" trustee of the fund, Vasco Trustees. "The value of your investment ...

Navigator takes stake in investment portfolio

ANNABELLE DICKSON  |  THURSDAY, 13 AUG 2020
... distributions for a single redemption payment based on the portfolio's performance. The portfolio will be housed separately and operate independently of Navigator's investment in Lighthouse Investment Partners. Head of Dyal Capital Michael Rees ...

Macquarie to transfer legacy pension product

KANIKA SOOD  |  MONDAY, 10 AUG 2020
... Manager. Members will also get more than 1600 investment options (managed funds, listed securities, term deposits, separately managed accounts) and improved features such as online access for account balances, it said. Any ongoing adviser fees currently ...

UK competition watchdog blocks merger

ANNABELLE DICKSON  |  THURSDAY, 6 AUG 2020
... Markets Authority, which opened on 11 November 2019, ordered FNZ to maintain and operate its business and that of GBST separately and not take any action which might impair our ability to compete independently," they said. "We have yet to see how the ...

Vanguard funds downgraded by Morningstar

KANIKA SOOD  |  WEDNESDAY, 5 AUG 2020
... ratings house put greater emphasis on fees (for example, it started to rate different share classes of the same fund separately). It also added greater calibration in its existing five-pillar rating process (people, process, parent, performance and price). ...

Sydney boutique winds up fund

KANIKA SOOD  |  TUESDAY, 28 JUL 2020
... at May end had $151.8 million in total assets and has been running since April 2015, which are offered by multiple separately managed accounts (SMA) platforms. Redpoint was established in 2011 and managed about $10 billion for institutional and retail ...

Diversity screening option launched

ANNABELLE DICKSON  |  MONDAY, 27 JUL 2020
... managers that allows investors broader approach to ESG and that now extends to diversity. Investor's stocks are held in a separately managed account allowing them to filter investments for major all ESG metrics.

ATO extends WFH deductions

ALLY SELBY  |  MONDAY, 13 JUL 2020
... cover phone and internet expenses, computer consumables or the decline in value of equipment unless work-related use is separately calculated; however, it does cover the decline in value of office furniture, electricity and gas costs, as well as repair ...

Generation gap opens up in financial advice

ELIZABETH MCARTHUR  |  WEDNESDAY, 8 JUL 2020
... demand for financial advice, with 60% of respondents agreeing they need to review investments to better manage risk. Separately, 42% said their retirement and financial goals had been impacted by COVID-19 with likely downstream consequences. The report ...