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Showing 481 - 490 of 1482 results for "managed funds"

AET appoints new head of corporate trust

HARRISON WORLEY  |  FRIDAY, 18 MAY 2018
... industry. The move follows competitor Perpetual Corporate Trust appointing Vicki Riggio as its new general manager of managed funds services this week. Riggio will replace Andrew Cannane who vacated the role to link with Evans Dixon.

Advisers struggling with SMSF diversification

JAMIE WILLIAMSON  |  FRIDAY, 18 MAY 2018
... overall portfolio, which may impact the ability to achieve maximum diversification. In regards to investment in managed funds, 75% of advisers believe an SMSF comprising managed funds meets diversification needs. However, only 47% believe an ETF-only ...

Thematic SMAs on the rise

JAMIE WILLIAMSON  |  WEDNESDAY, 16 MAY 2018
... international shares for diversification but also achieve a higher yield than is available from global ETFs and managed funds," Macrovue said. All three SMAs are available via Praemium and incur an investment management of 80 basis points. They are free ...

SMA provider to award $20m mandate

DARREN SNYDER  |  TUESDAY, 15 MAY 2018
... licence for advice firm WB Financial. Australian equities portfolios became too costly and too cumbersome using only managed funds and for various reasons advisers struggled to keep up with portfolio changes suggested by the licensee. "At the start of ...

Perpetual appoints new GM

JAMIE WILLIAMSON  |  TUESDAY, 15 MAY 2018
Perpetual Corporate Trust appointed a new general manager, managed funds services. General manager, management services Vicki Riggio has been promoted to the role, taking on responsibility for custody, wholesale trustee and responsible entity services. ...

Macquarie platform, wrap businesses soar

KARREN VERGARA  |  FRIDAY, 4 MAY 2018
... million thanks to the Macquarie European Infrastructure Fund III (MEIF3), Macquarie Atlas Roads (MQA) and other managed funds and co-investors. The group recorded a net profit of $2.6 billion, up 15% year-on-year. Staff numbers stood at 14,469, up from ...

Retail unit trusts leaking FUM

KANIKA SOOD  |  TUESDAY, 1 MAY 2018
Retail unit trusts now hold only 47% of the managed funds segment in Australia, down from 75% at the time of GFC, according to new Rainmaker research. The $755 billion managed funds segment in Australia includes retail unit trusts, exchange traded funds ...

SMSFs ramp up LRBA and property allocations

KARREN VERGARA  |  TUESDAY, 1 MAY 2018
... but as they get larger this plummets to less than 20%, Rainmaker said. Smaller-sized SMSFs hold less than 10% in managed funds, but as they grow this on average nearly triples to about 25%. This trend was also evident the ATO data. About 29.8% of savings ...

Royal Commission to boost ETFs: VanEck

KANIKA SOOD  |  FRIDAY, 20 APR 2018
... options will become go-to investment vehicles. ETFs are far more cost-effective than comparable unlisted active managed funds that use platforms that charge high fees, Neiron said. "Clients and indeed legislators will no longer stand for the high fees ...

ASIC hits former NAB adviser with permanent ban

ALEX BURKE  |  WEDNESDAY, 18 APR 2018
... representative of NAB-owned GWM Adviser Services, from 2003 to 2013. During that time, he advised on superannuation, managed funds and securities. ASIC said that between 2007 and 2016, Taylor withdrew $1,951,000 mostly from private client funds which ...