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Showing 481 - 490 of 1077 results for "Separately"

BT launches new managed accounts offerings

HARRISON WORLEY  |  MONDAY, 21 JAN 2019
... head of investment product Rodney Greenhalgh said Panorama's latest managed accounts options would be structured as a separately managed account, and said CoreSeries would offer investors transparency, trading efficiencies and a straightforward fee structure. ...

Praemium to upgrade platform

KANIKA SOOD  |  WEDNESDAY, 16 JAN 2019
... future needs," Walker said. "Effectively it combines non-custody [virtually managed accounts] and custody based [such as separately managed accounts] managed accounts services," he said. Praemium chief executive Michael Ohanessian said the new platform ...

IOOF, ANZ deal not in best interests of members: Morningstar

JAMIE WILLIAMSON  |  WEDNESDAY, 16 JAN 2019
... election," Morningstar said. "In addition, we think the changes ensure ANZ Bank's OnePath Life business, which is being separately sold to Zurich, is independent of IOOF's acquisition of the P&I business." Morningstar has maintained its fair value estimate ...

ANZ, IOOF revise wealth sale agreement

JAMIE WILLIAMSON  |  TUESDAY, 15 JAN 2019
... pensions and investments business. It will also allow the business' independent trustee, OnePath Custodians, to separately consider the transfer of the business. A further provision will see the annual coupon rate of 14.4% on the debt note subscribed ...

Simpler fee disclosure on ASIC agenda

KARREN VERGARA  |  WEDNESDAY, 9 JAN 2019
... as a line item and disclose it as part of administration fees; and group together the ongoing annual fees and costs separately from member activity-related fees and costs. ASIC also wants to remove superannuation trustees' ability to treat costs ...

AustralianSuper members exposed to security breach

KARREN VERGARA  |  TUESDAY, 1 JAN 2019
... AustralianSuper said it temporarily stopped access to affected online accounts and asked the members to reset their passwords. Separately, the OAIC reported 245 data breaches affecting personal information occurred between July and September 2018. More ...

Praemium renews Asgard contract

DARREN SNYDER  |  WEDNESDAY, 19 DEC 2018
... the contract retains a minimum value of $3 million per year. Other contracts Praemium has secured in 2018 include new separately managed account (SMA) partnerships with Thornton Group, Advisory Partners and Providence Wealth. In July, broking and wealth ...

Former Paradice managers launch LIT

KANIKA SOOD  |  MONDAY, 17 DEC 2018
... portfolio manager from Wavestone Capital. The boutique runs about $1 billion across its two small/mid-cap trusts and separately managed mandates. Its other strategy, the Ophir Opportunities Fund, has delivered 25.8% per annum after all fees since the ...

Responsible investing rises on advice agenda

DARREN SNYDER  |  THURSDAY, 13 DEC 2018
... governance factors. In fact, responsible investing is gaining popularity among planners of all ages, not just millennials." Separately, the research house has started measuring the brand impact and footprint of fund managers in Australia. It said the ...

FASEA to assess professional advice designations

JAMIE WILLIAMSON  |  THURSDAY, 13 DEC 2018
... professional designation program to submit their curriculum content for approval as soon as practicable, FASEA said. Separately, the SMSF Association is calling on FASEA to legislate a requirement for licensees to automatically approve CPD which is accredited ...