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Showing 521 - 530 of 1072 results for "Separately"

AFA gets an audience with O'Dwyer

HARRISON WORLEY  |  FRIDAY, 10 AUG 2018
... to be sensible, saying the "whole process needs to be about raising standards, not about reducing adviser numbers." Separately, the association said last month the ongoing debate around the removal of grandfathered commissions was an "overreaction" ...

Zurich names executive lineup for new business

KANIKA SOOD  |  WEDNESDAY, 8 AUG 2018
... two brands' head of propositions - Gerard Kerr (One Path) and Tim Howell (Zurich) will drive their market offerings separately. Zurich's APAC chief executive Jack Howell, said the announcement was another major milestone on Zurich's journey to become ...

Last chance to participate in the annual FS Managed Accounts Survey

MICHELLE BALTAZAR  |  WEDNESDAY, 1 AUG 2018
... Wealth, which offers managed accounts to its clients. On a smaller scale but just as significant, Praemium saw its separately managed accounts (SMAs) deliver $12 million in first-half revenues, up 47% compared to the same period last year. Meanwhile ...

Industry bodies respond to RG97 review

KARREN VERGARA  |  THURSDAY, 26 JUL 2018
... activity-dependent costs from ongoing fees and costs. Super funds should therefore group fees and costs that are ongoing separately from those that are dependent on member-initiated transactions or activities, the report said. McShane also advocated ...

Deductible super contributions front of mind: BTFG

HARRISON WORLEY  |  FRIDAY, 20 JUL 2018
... option has become available to more people, after historically being available only to those who were self-employed." Separately, BT added digital consent functionality to its BT Panorama investment platform, allowing advisers to request client approval ...

Praemium FUA surpasses $8bn

KARREN VERGARA  |  FRIDAY, 13 JUL 2018
... CMC Markets Stockbroking to provide portfolio based reporting solutions. Morgan Stanley went live with Praemium's separately managed accounts (SMA) technology this month, strengthening a relationship that spans 13 years in which originally provided ...

HSBC quietly exits financial advice

KARREN VERGARA  |  THURSDAY, 5 JUL 2018
... First State Global Asset Management (CFSGAM), Count Financial, Financial Wisdom and Aussie Home Loans will operate separately. CBA will however retain Commonwealth Financial Planning which will sit within the retail banking services division. NAB announced ...

Super fund chair appointed to NSW Generations Fund

KANIKA SOOD  |  WEDNESDAY, 4 JUL 2018
... budget. The NSW government will add funds from the sale of its remaining 49% share in the WestConnex project to the NGF. Separately, NSW Government has created a new chief economist role. Former J.P. Morgan chief economist Stephen Walters is taking the ...

Praemium inks deal with WA-based wealth manager

HARRISON WORLEY  |  WEDNESDAY, 4 JUL 2018
... engagement experience and allows advisers to offer a leading digital service that many investors have come to expect." Separately, the platform provider inked a deal to provide managed accounts services to Morgan Stanley Wealth Management Australia in ...

ASIC takes financial planner to court

KANIKA SOOD  |  TUESDAY, 3 JUL 2018
... licensed by AMP's Genesys Wealth Advisers from 2010 to 2014; and Charter Financial Planning between 2005 and 2010. Separately, ASIC is forcing Goldman Sachs Australia to pay $500,000 into a community fund and accepted an enforceable undertaking that ...