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Showing 241 - 250 of 1072 results for "Separately"

Colonial First State previews new MA offering

CHLOE WALKER  |  WEDNESDAY, 6 SEP 2023
... managed accounts are another key feature of CFS Edge, he said, giving advisers and their clients the ability to hold a separately managed account (SMA) inside other portfolio types such as another SMA, managed discretionary account, or model portfolio. ...

Managed accounts FUM hits $162bn

KARREN VERGARA  |  TUESDAY, 5 SEP 2023
... latest Institute of Managed Account Professionals (IMAP) and Milliman figures, which canvassed 48 firms in their survey. Separately managed accounts (SMA) comprise the bulk of the FUM at $94.9 billion, growing a whopping 34% year on year. Managed discretionary ...

Praemium reports strong growth in FY23

CHLOE WALKER  |  TUESDAY, 29 AUG 2023
... under administration (FUA), up 9% on the year prior. It saw net inflows of $1.4 billion. As at June 30, Praemium's separately managed accounts (SMA) offering rose to $9.6 billion in FUA, having generated $865 million in net flows from an $8.1 billion ...

Rest closes investment options, shifts allocations

ANDREW MCKEAN  |  FRIDAY, 25 AUG 2023
... costs are unchanged. Meanwhile, the investment costs for the sustainable growth, bonds, and property options increased. Separately, earlier this month, Rest estimated that about 260,000 of its members will benefit from the recent removal of the $450 ...

Wall Street firms slugged $442m for recordkeeping breach

KARREN VERGARA  |  WEDNESDAY, 9 AUG 2023
... Wadhwa said. As part of the crackdown on maintaining proper recordkeeping, the Commodity Futures Trading Commission separately fined Wells Fargo Bank, BNP Paribas Securities, SG Americas Securities, Société Générale, Bank of Montreal, and Wedbush ...

Charter Hall REIT cops $198m loss

KARREN VERGARA  |  TUESDAY, 8 AUG 2023
... continue to deliver strong rental growth, whilst higher interest costs remain a headwind for all AREITs," Anger said. Separately, Dexus' Convenience Retail REIT (DXC) also reported a loss of $8.4 million in FY23 after making a $82.6 million profit ...

Mayfair 101 calls for senate inquiry into ASIC

JAMIE WILLIAMSON  |  WEDNESDAY, 2 AUG 2023
... Mayfair 101 is set to be reheard in the Federal Court of Victoria following a decision by the High Court last year. Separately, Mawhinney is suing ASIC and deputy chair Sarah Court for defamation, with a trial to take place in early December.

ASX provides clarity on CHESS replacement

CHLOE WALKER  |  THURSDAY, 29 JUN 2023
... request for proposal (RFP)," the ASX said. "ASX is currently in the process of assessing the respective proposals." Separately, ASX said it issued another RFP in mid-June to a panel of organisations to provide solution integration capability to support ...

Large AFSLs lead advice complaints: AFCA

KARREN VERGARA  |  THURSDAY, 22 JUN 2023
... which operates derivatives, forex margin trading and CFDs, received 614 complaints between July and December 2022. Separately, ASIC has recently called upon the expertise of the Financial Services Credit Panel, which handed down its inaugural determination. ...

CEFC backs agriculture investment platform

RACHEL ALEMBAKIS  |  WEDNESDAY, 21 JUN 2023
... is also an investor in the Gunn Agri Transforming Farming Platform, alongside the global Kempen SDG Farmland Fund. Separately, CEFC recently announced a $2 million investment in HydGene Renewables, an Australian company that has developed an alternative ...