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Showing 2551 - 2560 of 4013 results for "Accounts"

HUB24 sets up white label platform for Wilson HTM

STAFF WRITER  |  MONDAY, 16 MAR 2015
... firm's clients. The platform offers a wide range of investments including shares, managed funds and separately managed accounts (SMAs), as well as access to Wilson HTM's internal research and portfolio construction expertise to offer managed portfolios. ...

ASIC bans former Patersons adviser for life

ALEX BURKE  |  FRIDAY, 13 MAR 2015
... 2008 to July 2010, Lewis Fellowes is alleged to have transferred nearly $500,000 in client funds from margin lending accounts to his and his wife's personal accounts. In a separate incident he also transferred $1 million from a client's bank account ...

How to get private equity returns from listed stocks

MARK SMITH  |  WEDNESDAY, 11 MAR 2015
... superior private equity funds should invest in this asset class only to extract an illiquidity premium, which they calculate accounts for around 25% of the asset class alpha. It is a strategy that suits investors who are attracted to private equity type ...

MyPlanner launches managed account solution

LAURA MILLAN  |  TUESDAY, 10 MAR 2015
... a managed discretionary account solution that will be available to its 120 planners. MyPlanner partnered with Managed Accounts Holdings to develop the My Managed Portfolio (MMP) managed account service, and the provider is responsible for the operation ...

US fiduciary reforms will rock pension funds

ALEX DUNNIN  |  THURSDAY, 5 MAR 2015
... will expand fiduciary responsibilities from actual personal advisers to also include 401(k) and Investment Retirement Accounts (IRA) providers. In comments that mirror the reaction in Australia to the introduction of the Future of Financial Advice (FOFA) ...

Market Wrap AM

AAP  |  WEDNESDAY, 4 MAR 2015
... we'll get another cut next month or the one after." The Australian Bureau of Statistics on Wednesday releases national accounts figures, including gross domestic product, for the December quarter. "It's probably going to show that growth is below trend," ...

Australia and Switzerland agree tax crackdown

MARK SMITH  |  WEDNESDAY, 4 MAR 2015
... tackle tax evasion. Under the agreement, the Australian Taxation Office will automatically receive details of financial accounts such as investment income and balances, that Australians hold in Switzerland, and use it to check against the income declared ...

Market Wrap AM

AAP  |  WEDNESDAY, 4 MAR 2015
... down 13 points at 5,910. In local economic news on Wednesday, the Australian Bureau of Statistics releases its national accounts figures, including gross domestic product, for the December quarter. Also due out are the Australian Industry Group Australian ...

Altair AM signs equity mandates

MICHELLE BALTAZAR  |  THURSDAY, 26 FEB 2015
... understood that high-conviction Australian equities fund manager Altair Asset Management signed a $30 million managed accounts mandate with a financial planning group in December and an Australian equities mandate with an undisclosed industry super fund. ...

Big four banks missing out on customer wealth management

ALEX BURKE  |  TUESDAY, 24 FEB 2015
... by Westpac with 13.9%, CBA on 13% and ANZ with 11.6%. Although banks are performing well with traditional products - accounts/deposits comprise nearly or over half of customers' money, indicating a relatively high level of customer loyalty across-the-board ...