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Showing 481 - 490 of 576 results for "Directed"

Wilson HTM appoints new head of private wealth

MELANIE TIMBRELL  |  TUESDAY, 29 MAY 2012
... picture for Australian private wealth, Coppin told Financial Standard that while the number of sophisticated and self-directed investors was growing, there was still a high demand for partnerships to help manage money. "The macro picture is that post-GFC ...

ASMA partners with OneVue for platform launch

LINDA HAUSKEN  |  TUESDAY, 15 MAY 2012
... we're looking for groups that can provide value which OneVue does in terms of offering an expansive platform for self directed investors as well as qualitative information in regards to where SMSF trustees are investing," said Australian SMSF Members ...

Flaws in advice system revealed by ASIC report

ELISE BURGESS  |  WEDNESDAY, 28 MAR 2012
... it was a small sample, the results were concerning, yet parts were not surprising. "Two-thirds of advice in the survey directed towards in-house products, which is no surprise considering 85% of the licensees are owned by institutions. This clear vertical ...

OneVue continues to target medical profession

MELANIE TIMBRELL  |  TUESDAY, 27 MAR 2012
... website and access to a web-based budgeting and planning tool will also be available on the platform designed to aid self-directed investing. OneVue, known for its adviser platform has said it has no intention of marketing directly to investors, although ...

Mason Stevens buys 2020 Funds Management

ELISE BURGESS  |  MONDAY, 5 MAR 2012
... a result of the merger. "Clients can choose the level of investment advice that is right for them, whether it be self directed through 2020 DIRECTINVEST or in an advised capacity with Mason Stevens. Accompanying this is access to a wide range of products ...

NAB Asset Servicing wins APRC mandate

ELISE BURGESS  |  WEDNESDAY, 29 FEB 2012
... accommodate ARPC's specific requirements and guidelines to meet ARPC's statutory investment and reporting obligations directed by the Commonwealth Authorities and Companies Act 1997 which is administered by the Department of Finance and Deregulation. ...

SMSFs the new retail

CLAIRE MCGREAL  |  FRIDAY, 24 FEB 2012
... for our product... probably one of the fastest growing segments has been the SMSF market and it's been very much self directed and non- advised from an investment perspective." Recent figures from the tax office showed SMSF assets more than doubled the ...

SMSFs focus on risk reduction: report

RACHEL DAVIS  |  WEDNESDAY, 15 FEB 2012
... return (32.4% in 2010 vs. 37.3% in 2011), which have both become lesser drivers in 2011. "Given many trustees are self-directed - and the research shows that even those using professional advisers often dictate the investment strategy - there is a need ...

New Portfolio Administration Service Launches

RACHEL DAVIS  |  FRIDAY, 10 FEB 2012
... streamline back office administration of client portfolios for financial planners, accountants and brokers as well as self-directed investors who want comprehensive reports on their investments. The new service is the brainchild of former Praemium director ...

FSP reviews group terms, eyes recruits

ELISE BURGESS  |  MONDAY, 23 JAN 2012
... (CVP), service offers, pricing and how to have explicit pricing conversations with clients in addition it FSP's own Client Directed Experience program which offers training on client engagement. "The Client Directed Experience program has laid the foundations ...