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Showing 311 - 320 of 1072 results for "Separately"

Swell AM launches retail trust

ELIZABETH MCARTHUR  |  TUESDAY, 14 SEP 2021
... to facilitate choice and allow investors and advisers to choose how they invest with us, be that a wholesale fund, separately managed account or a retail trust." The fund is currently available through HUB24.

FASEA exam pass rate drops

KARREN VERGARA  |  WEDNESDAY, 1 SEP 2021
... will have the chance to sit the November examination regardless of their last sitting thanks to a new relief proposed. Separately, FASEA has approved the new Graduate Diploma of Financial Planning offered by Victoria University. Advisers who complete ...

Fidelity moves into SMAs

ANNABELLE DICKSON  |  WEDNESDAY, 1 SEP 2021
Fidelity International has entered the managed accounts space with the launch of its first separately managed account (SMA) with an actively managed Australian equity model. The SMA is managed by Fidelity Australian Opportunities Fund portfolio manager ...

Fiducian's FUA inches to $4bn

KARREN VERGARA  |  MONDAY, 16 AUG 2021
... administration business recorded $2.9 billion in funds under administration, which comprises investments, superannuation and separately managed accounts administration. Offerings include 15 multi-manager funds, 57 external managed funds and term deposits. ...

New shareholder at Crescent Wealth

ELIZABETH MCARTHUR  |  THURSDAY, 5 AUG 2021
... Wealth managing director Talal Yassine also announced two departures from the board - Samier Dandan and Hilal Yassine. Separately, Salter Brothers portfolio manager Issam Eid has left the shareholder register. On the board Shahin joins chair Dianne Yerbury ...

New AIA advice unit names chief executive

KARREN VERGARA  |  FRIDAY, 30 JUL 2021
... focus on partnerships with external financial advisers who provide valuable comprehensive advice to their clients. Separately, AIA New Zealand has been ordered to pay NZ$700,000 by the Auckland High Court after the insurer admitted it misled and made ...

AFCA weeds out phony complaints

ELIZABETH MCARTHUR  |  FRIDAY, 30 JUL 2021
... stage, under AFCA's previously standard way of doing things, the fee charged would have been between $2100 and $4000. "Separately we have worked closely with ASIC, Treasury, our members and consumer advocates to address issues associated with the small ...

Dixon Advisory to pay $8.2m to settle ASIC action

KANIKA SOOD  |  FRIDAY, 9 JUL 2021
... shares by over 12% by mid-day on September 4. ASIC further alleged 51 instances (which it thought should be treated separately) of financial advice to the eight sample clients resulted in two or more contraventions each of the best interests duty under ...

Principal Real Estate wins SMA mandate

ANNABELLE DICKSON  |  MONDAY, 7 JUN 2021
... Real Estate Investors as the underlying active manager for its Global Property MPS Fund. The fund is structured as a separately managed account has currently over $1 billion of funds under management. It has been designed for the CoreSeries Portfolios ...

Ironbark signs on Canadian manager

KANIKA SOOD  |  MONDAY, 24 MAY 2021
... Australian feeder fund for the strategy in the third quarter of this year. It will also look for co-investment and separately managed accounts opportunities for Fiera's strategy among Australian investors. "We're pleased to be partnering with Fiera Infrastructure ...