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Showing 2301 - 2310 of 4013 results for "Accounts"

Managed accounts to disrupt fund businesses to the tune of $60bn

MICHELLE BALTAZAR  |  THURSDAY, 25 AUG 2016
The managed accounts industry is tipped to hit $60 billion by 2020, heavily disrupting traditional asset manager business models and driving the growth of financial advice groups, according to Morgan Stanley Research. In an extensive 75-page broker ...

Northern Trust wins two NZ Super mandates

MARK SMITH  |  MONDAY, 22 AUG 2016
... investment environment report that factor investing would help get the most value out of its passive portfolio, which accounts for about 75% of the NZ$30.3 billion ($28.9 billion) fund. It is most interested in low risk and value factors. The head of ...

Treasurer flags super cap exemptions

DARREN SNYDER  |  FRIDAY, 19 AUG 2016
... superannuation system that means that you could have a superannuation account - say $10 million - and we know there are accounts that exist like this, and the earnings on that account on a modest return would be some $350,000 in income a year. The tax ...

Praemium launches new managed accounts solution

JAMIE WILLIAMSON  |  THURSDAY, 18 AUG 2016
Platform provider Praemium has launched a new managed account solution for a longstanding Brisbane-based client. Clients of Burrell Stockbroking and Superannuation will now have access to diversified investment portfolios via its new, fully-branded ...

Adviser ETF survey winners announced

MARK SMITH  |  WEDNESDAY, 17 AUG 2016
... with a chance to take home vouchers in our next giveaway, don't forget to fill out the 2016 Financial Standard Managed Accounts for Financial Advisers Survey. It can be accessed here.

ASIC bans ex-Macquarie Equities trader

ALEX BURKE  |  WEDNESDAY, 17 AUG 2016
... Equities from 2008 to 2013; during that time, ASIC alleged he engaged in unauthorised discretionary trading on five client accounts, as well as providing "inappropriate advice" and creating false records. The regulator said Kerr had convinced clients ...

DNR Capital fund scores 'Recommended' rating

KERRIE SYDEE  |  MONDAY, 15 AUG 2016
... Australian Equities High Conviction strategy that was previously only available through DNR Capital's separately managed accounts (SMAs) and individually managed accounts (IMAs). "The fund offers investors a concentrated exposure to Australian equities ...

Non-super investments increasing sophisticated strategies

DARREN SNYDER  |  THURSDAY, 11 AUG 2016
... years in today's dollars - up by more than four times," the report said. "Wrap platforms, including separately-managed accounts and model portfolio products, will be the fast-growing personal investment segment with its market share growing from 3.2% ...

K2 hurt by Brexit call

DARREN SNYDER  |  WEDNESDAY, 10 AUG 2016
... eliminating the lengthy application and redemption process and allowing investors to utilise their existing brokerage accounts "we hope investors and advisers alike will embrace this new distribution channel."

Retirees increasingly favour income over lumps sums

MARK SMITH  |  THURSDAY, 4 AUG 2016
... living and medical expenses," said Jarvis. The number of people with some superannuation and the average value of their accounts have both grown in the 10 years to 2013-14. In 2003-04, around two-thirds (64%) of people aged 15 years and over, had superannuation. ...