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Showing 311 - 320 of 576 results for "Directed"

Charter Hall launches fund, backs consumer spending

DARREN SNYDER  |  THURSDAY, 2 NOV 2017
... fund will be positioned for retail investors including high-net-worth, self-managed super fund (SMSF) trustees and self-directed or advised investors. Stacker said the fund has a headline forecast income yield of 6.89% per annum plus the prospect of ...

Accessing financial wellbeing: The power of general advice

JAMIE WILLIAMSON  |  WEDNESDAY, 11 OCT 2017
... how to best utilise general advice and provide examples of digital solutions including Map My Plan's online self-directed financial planning service. The session will also discuss how smart advisers are utilising robo-advice technology for the benefit ...

ASIC outlines industry funding costs

ALEX BURKE  |  MONDAY, 9 OCT 2017
... based on the value of assets in all unregistered managed investment schemes issued by the trustee. Operators of investor directed portfolio services will pay a minimum levy of $10,000 which will be graduated based on revenue from activities. For Australian ...

Holistic wealth management solutions remain advice key: NAB

EMMA RAPAPORT  |  TUESDAY, 12 SEP 2017
The delegator, the validator, and the self-directed - when it comes to managing personal wealth, research from NAB shows Australians continue to fall into one of three key investor personas. The delegator - knows the importance of managing their wealth ...

Iceberg MDAs driving managed account FUM

JAMIE WILLIAMSON  |  TUESDAY, 29 AUG 2017
... accounts sits at $47.97 billion - up $8.79 billion since 31 December 2016. This was largely driven by the amount of money directed into MDAs increasing by $6.64 billion (39.71%) to now total $16.72 billion. For comparison, the funds in separately managed ...

Avoid the ETF trap: Bell Direct

EMMA RAPAPORT  |  FRIDAY, 11 AUG 2017
... strategies, leaving investors' poorly-diversified and their portfolio performance at risk. For every eight stocks a self-directed investor owns, at least one of these stocks are an ETF if not more. "For the ill-informed investor, unquestioned allocation ...

Magellan officially ramps up retail offering

ALEX BURKE  |  THURSDAY, 10 AUG 2017
... billion as at 30 June 2017), these figures demonstrate Douglass' stated strategy to "increase our penetration with self-directed investors." He said Magellan's marketing expenses will "increase materially" over the next financial year - to about $11 ...

Australian businesses lift borrowing

BENJAMIN ONG  |  TUESDAY, 1 AUG 2017
... fastest since January this year. But unlike in previous months where credit growth was punctuated by acceleration in credit directed to the housing sector, borrowing by businesses picked up sharply jumping one third from 3.1% to 4.4%. This is consistent ...

Vale John O'Connell

EMMA RAPAPORT  |  THURSDAY, 15 JUN 2017
... computer-generated financial advice, aiming to provide low-cost professional grade guidance, expertise and access to knowledge to self-directed and self-managed super fund (SMSF) investors. At its height, the platform offered more than 30,000 local and ...

Robo-advice not a priority for 2017-18: Spot poll

DARREN SNYDER  |  MONDAY, 29 MAY 2017
... respective markets; and a joint ASX and Deloitte Access Economics study found professional financial advice is outpacing self-directed. Meanwhile Bravura Solutions, said: "With the robo-advice market predicted to grow significantly over the next few ...