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Showing 2321 - 2330 of 8223 results for "Sydney"

New investment vehicles need work: industry

DARREN SNYDER  |  MONDAY, 7 NOV 2016
... Government's proposed Collective Investment Vehicle structure, especially its tax implications. Speaking at a regulatory forum in Sydney on Thursday, King & Wood Mallesons partner Andrew Clements said one of the key areas in delivering an effective CIV ...

Managed accounts boost income by 77%: case study

JAMIE WILLIAMSON  |  FRIDAY, 4 NOV 2016
... using the same structure across other asset classes, such as fixed income and international equities. Mason Stevens is a Sydney-based managed accounts provider with over $2.1 billion in assets under administration and management.

Boutique advice firm joins Fortnum

KERRIE SYDEE  |  FRIDAY, 4 NOV 2016
... non-institutionally owned licensee Fortnum Financial Advisers. Cardena Private Wealth, previously Arrive Wealth Management Sydney, has joined Fortnum as the firm positions itself to continue delivering professional advice and best-of-breed services to ...

HLB Mann Judd launches new advice arm

KERRIE SYDEE  |  TUESDAY, 1 NOV 2016
Accounting and financial advice firm HLB Mann Judd Sydney has started its new debt advisory business. The new business is a joint venture with banking executive James Macfarlane, who has joined HLB Mann Judd as a director of HLB Debt Advisory. HLB Debt ...

The changing role of ETF model portfolios

KERRIE SYDEE  |  MONDAY, 31 OCT 2016
... own businesses in a bid to provide their clients with the best and most holistic advice. Speaking at a media briefing in Sydney, Parkin highlighted the increasing number of advisers and investment groups delegating exchange traded funds (ETFs) and ETF ...

AMP looks to advisers of the future

KERRIE SYDEE  |  MONDAY, 31 OCT 2016
... initiatives. The winning team consisted of Megan Cull, Daniel Petrov and Mitchell Bogdanov. Students from the University of Sydney and University of Wollongong were awarded second and third prizes respectively, which included $2.500 and $1,000 cash and ...

NobleOak Life offerings recognised for excellence

JAMIE WILLIAMSON  |  WEDNESDAY, 26 OCT 2016
The 2016 Direct Life Insurance Excellence Awards have been presented in Sydney by Strategic Insight, the research house formerly known as Plan for Life. NobleOak Life took home the overall Direct Life Insurance Excellence Award, also receiving the TPD ...

UBS and Clarion launch global infrastructure fund

ALEX BURKE  |  TUESDAY, 25 OCT 2016
... to "mitigate liquidity and accessibility challenges faced by investors in the asset class." Speaking at a media event in Sydney, Clarion chief investment officer Jeremy Anagnos said one of the key benefits of the strategy was that because it invests ...

N1 purchases Sydney property portfolio

ALEX BURKE  |  MONDAY, 24 OCT 2016
Mortgage broking and wealth management firm N1 Holdings has purchased a Sydney property manager and an $80 million loan book. Purchased via n1 subsidiary N1 Realty, Sydney Boutique Property was launched in 2003 and manages 162 properties - at present ...

Global investment redrawn by technology

ALEX BURKE  |  MONDAY, 24 OCT 2016
... technological disruption into account, a Fidelity portfolio manager has warned. Speaking at Fidelity's National Adviser Forum in Sydney, global equities manager Amit Lodha said that managers' "investment toolkits" need to change in the wake of a rapidly ...