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Showing 371 - 380 of 591 results for "ACCR"

Morningstar names two new analysts

MARK SMITH  |  TUESDAY, 30 SEP 2014
Morningstar has appointed two analysts to its Australasian manager research team. CFA accredited Daniel Cheang joins as a senior analyst while Matthew Wu has come on board as an analyst. They are responsible for undertaking research on Australian and ...

Macquarie adds SMA option to platform wrap

LAURA MILLAN  |  THURSDAY, 11 SEP 2014
Macquarie has launched separately managed accounts (SMAs) as an investment option on its platform, the Macquarie Wrap. This will allow advisers and their clients to access an extensive range of SMAs, managed by investment managers and covering a range ...

BT unveils tougher adviser standards

LAURA MILLAN  |  TUESDAY, 26 AUG 2014
Westpac-owned BT Financial Group is the latest group to confirm new minimum education requirements for its financial advisers, responding to mounting pressure from consumers, associations and a Senate Economics Committee report. Similar to the new rules ...

SPAA launches pilot program for "complex" issues

STAFF WRITER  |  WEDNESDAY, 20 AUG 2014
The SMSF Professionals' Association of Australia (SPAA) has developed a new online technical mentoring pilot program for its specialist members with focus on complex and difficult scenarios. The new educational program is available to members holding ...

Bendigo and Adelaide Bank reaches agreement in Great Southern case

ALICE URIBE  |  THURSDAY, 24 JUL 2014
An agreement has been reached in the legal battle between Bendigo and Adelaide Bank and lenders who invested in Great Southern, with the borrowers admitting that their loans are valid. Around 8200 investors borrowed more than $550 million from the bank ...

Two property funds announce significant acquisitions

MARK SMITH  |  TUESDAY, 22 JUL 2014
Two domestic property portfolios, Investec Australian Property Fund and Australian Unity Healthcare Property Trust, have announced significant acquisitions. The Investec Australian Property Fund has purchased Brisbane office development 757 Ann Street ...

GPS Wealth approves DomaCom fractional property fund

STAFF WRITER  |  TUESDAY, 15 JUL 2014
Queensland-based dealer group GPS Wealth (GPS) has approved the DomaCom fractional property fund. This latest approval means that nearly 400 advisers now have the DomaCom fund on their approved product list (APL). Commenting on the approval, GPS Wealth ...

Premium appoints head of network development

MARK SMITH  |  WEDNESDAY, 2 JUL 2014
Premium Wealth Management has appointed former Lonsdale Financial Group Justin Viney as head of network development. Viney's key brief will be to interact with accounting firms seeking to broaden their financial planning offering. He was previously ...

Henderson set to acquire US fund manager Geneva

MARK SMITH AND AAP  |  MONDAY, 30 JUN 2014
Henderson Global Investors has entered into an agreement to acquire the entire issued share capital of Geneva Capital Management (Geneva). Henderson said taking over Geneva - with its $US6.3 billion ($A6.82 billion) assets under management (AUM) in ...

Beacon approves DomaCom fractional property fund

STAFF WRITER  |  MONDAY, 19 MAY 2014
Beacon Financial Group will add the DomaCom fractional property fund to its approved product list (APL). DomaCom's property fund was launched in February and was aimed at meeting the needs of the independent financial advice (IFA) sector. "IFAs such ...