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Showing 181 - 190 of 602 results for "IMA"

The case for tax deductible advice

JAMIE WILLIAMSON  |  MONDAY, 3 JUN 2019
A growing community of like-minded financial advisers is adding its voice to calls for advice to be deemed tax deductible, as advice businesses grapple with the pressures of increased education standards and the Royal Commission. XY Adviser, along with ...

Chief economist update: ECB exit proves premature

BENJAMIN ONG  |  FRIDAY, 31 MAY 2019
If there's anything that's 100% certain, it is that the European Central Bank (ECB) will keep current interest rate settings unchanged - repo at 0.00%; marginal lending facility at 0.25%; deposit facility at -0.40%. Although, given the mounting ...

Managed Account Awards finalists revealed

ELIZABETH MCARTHUR  |  THURSDAY, 30 MAY 2019
The Institute of Managed Account Professionals (IMAP) has announced the finalists of the 2019 Managed Account Awards. The awards cover single sector asset classes and multi-asset class programs with a range of risk profiles or other goal based objectives. ...

Industry pledges Uluru statement support

ELIZABETH MCARTHUR  |  MONDAY, 27 MAY 2019
Twenty-one financial institutions have come together to sign an open letter pledging their support for the Uluru Statement from the Heart, which calls for an established First Nations voice in the constitution. The signing was prompted by the second ...

Crypto scams bite UK

HARRISON WORLEY  |  TUESDAY, 21 MAY 2019
Investors in the United Kingdom lost more than £27 million to cryptoasset and forex scams in the last year. The Financial Conduct Authority is urging UK citizens to be wary of investment scams carried out through "bogus" online trading platforms, after ...

What will super funds get from the ASX CHESS replacement?

KANIKA SOOD  |  THURSDAY, 2 MAY 2019
As the ASX ticks along in switching from its legacy settlement service to a blockchain based solution, how will Australia's $2.8 trillion pool of superannuation assets benefit? That's a question ASX chief executive Dominic Stevens addressed ...

Praemium loses major client

KARREN VERGARA  |  MONDAY, 8 APR 2019
... signing on for a further five years to expand its managed accounts solutions by offering clients individual managed accounts (IMA). The contract renewal will also include portfolio administration services, which Shaw and Partners previously conducted ...

Morgan Stanley extends platform partnership

KANIKA SOOD  |  THURSDAY, 28 MAR 2019
... will also add a range of single investment assets to their menu, enabling them to construct individually managed account (IMA) portfolios that combine SMA models with bespoke investments," he said. "We are very pleased that our fully integrated managed ...

Investors raise alarm on Facebook

ELIZABETH MCARTHUR  |  WEDNESDAY, 27 MAR 2019
In the wake of the Christchurch terrorist attack, many are questioning the role of Facebook in investment portfolios. After the social media giant live streamed the shootings, ethical investors have been forced to consider whether Facebook genuinely ...

Australian subscription firms outperform ASX growth index

ELIZABETH MCARTHUR  |  MONDAY, 25 MAR 2019
A new report on the subscription economy has revealed Australian subscription companies grew revenues 10 times the rate of the ASX sales-per-share index. The report by Zoura found that over a seven year period, from 2012 to 2018, the companies featured ...