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Showing 351 - 360 of 687 results for "Forum 360"

How to win family office mandates

MARK SMITH  |  WEDNESDAY, 17 SEP 2014
Don't even think about approaching a family office for an investment mandate if you don't have market beating returns and be prepared to wait years to earn their trust, a panel of family office executives has said. Addressing an audience of fund managers ...

Financial Standard launches magazine for managed accounts professionals

STAFF WRITER  |  MONDAY, 1 SEP 2014
With adviser demand for managed accounts predicted to rise in the next three years, Financial Standard has launched a new magazine: FS Managed Accounts - The Journal for Managed Account Professionals. The magazine was unveiled at Financial Standard's ...

FSC calls for new govt agency to grow industry overseas

MARK SMITH  |  MONDAY, 1 SEP 2014
A new government agency should be established to progress the global export of our funds management industry, the Financial Services Council (FSC) said in its second round submission to the Financial System Inquiry (FSI). The new body, as envisaged ...

MDAs allow small players to act as large instos

LAURA MILLAN  |  WEDNESDAY, 27 AUG 2014
The technology behind managed discretionary accounts (MDA) allows small investment players to act as if they had the scale of the industry's large institutions, SS&C Technologies head of Australia and New Zealand Nadine Moore said. Speaking at the inaugural ...

Age of the billion-dollar financial adviser

MICHELLE BALTAZAR  |  MONDAY, 18 AUG 2014
From modest beginnings with no precedent to rely on, Paul Crowne, principal adviser at Centric Wealth, is today one of the leading proponents of managed accounts in a business that looks after $5 billion of client portfolios using MAs. Crowne is the ...

Advice group sues online forum over negative review

LAURA MILLAN  |  MONDAY, 18 AUG 2014
Financial planning firm WCS Group has started legal action against forum website Whirlpool over comments posted by a user named 'homemadecook.' WCS Group is a financial planning and mortgage broking business within NAB-owned dealer group Apogee. As ...

Understanding Managed Accounts

MICHELLE BALTAZAR  |  TUESDAY, 29 JUL 2014
Today is the last day to participate in the 2014 Financial Standard Managed Accounts Survey for Financial Advisers. Share your views for a chance to win a $300 Myer Gift Voucher. All participants get a copy of the survey findings. Your participation ...

Market wrap AM

AAP  |  WEDNESDAY, 23 JUL 2014
The Australian market looks set to open higher following strong gains on international markets as investors welcomed news pro-Russian rebels had handed over the black boxes from the downed Malaysia Airlines flight MH17. At 0645 AEST on Wednesday, the ...

No difference between retail and insto: RARE

JAMES FERNYHOUGH  |  FRIDAY, 20 JUN 2014
There is no difference between retail and institutional investors despite common perceptions to the contrary, according to RARE Infrastructure's head of retail distribution Matthew Dell. Speaking at the Financial Standard MAX forum on Wednesday, Dell ...

Advice clients don't want managed funds

MARK SMITH  |  FRIDAY, 20 JUN 2014
AFA Adviser of the Year Jenny Brown has said that clients are simply not interested in investing in managed funds. "Clients don't want managed funds. I'm sorry to all the fund managers in the room but they just don't understand them," she said. Brown ...