Search Results | Showing 1 - 10 of 426 results for "Separately Managed Account" |
| | | Dexus said key executives have been stood down while the board and management consider the NSW Supreme Court judgement for it to sell its stake in Melbourne and Launceston airports. Dexus will also pay for the legal costs of any appeal for its institutional ... |
| | | | InvestSMART Group (ASX: INV) has agreed to sell the Intelligent Investor business to another listed entity to better focus on its proprietary digital advice, separately managed accounts and investor wealth platform. The Intelligent Investor business ... |
| | | | Treasury is addressing benchmarking-hugging incentives encouraged by the superannuation performance test in a new round of consultations that aim to overhaul several "unintended consequences" it has created over the last five years. Treasury acknowledges ... |
| | | | Clime Investment Management is selling its separately managed accounts (SMA) products and some managed funds for about $7.7 million to an unnamed party. The cash transaction is subject to platform consent, due diligence and completed documentation. ... |
| | | | ... North platform for advised clients, available from March 30. With a minimum investment of $25,000, the separately managed account (SMA) portfolio is designed to address "longstanding barriers" to private markets implementation, Russell Investments said. ... |
| | | | Over 40% of advisers agree clients in managed accounts are more confident and are less likely to act impulsively during market volatility compared with those not in managed accounts. Investment Trends' latest Managed Accounts Report, supported by State ... |
| | | | Clime Investment Management is offloading its financial advice unit for $6.5 million to an unnamed group but will retain a 10% interest in the newly combined business. Clime Advice, which has $2 billion in funds under advice (FUA), will continue to ... |
| | | | Dexus has bolstered its real assets platform with a new senior investment hire. The group has appointed Sally Box to the newly created role of head of growth market funds, with day-to-day responsibility for the Dexus Community Infrastructure Fund. As ... |
| | | | To thrive in providing SMSF advice, financial advisers must gain specialist skills, technical competencies and work on strengthening their professional judgement, according to the SMSF Association. Advisers are urged to do better particularly in the ... |
| | | | Janus Henderson has entered into an agreement to acquire 100% of Richard Bernstein Advisors. Richard Bernstein Advisors is an investment manager focused on longer-term investment strategies that combine top-down, macroeconomic analysis and quantitatively ... |
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