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Showing 551 - 560 of 2259 results for Mark Smith

Best Practice Managed Accounts Forum 2015 registrations open

MARK SMITH  |  TUESDAY, 1 SEP 2015
Registrations are now open for the Financial Standard Best Practice Managed Accounts Forum 2015, which will be held in Sydney on October 8. The one-day professional learning program is designed to inform advisers and other attendees about how managed ...

British Airways to clash in court with pension trustee

MARK SMITH  |  MONDAY, 31 AUG 2015
British Airways is taking one of its pension fund's trustees to court over increases in payments to the airline's retired workers. At the heart of the case, which will be heard next February, is the cloudy relationship between the trustee and the entity ...

Colonial First State awards $55m mandate

MARK SMITH  |  FRIDAY, 28 AUG 2015
A Sydney boutique has won a $55 million mandate from Colonial First State. Eight Investment Partners (8IP) was given the nod to manage a small cap Australian equity portfolio for the wealth management group. The boutique was established in 2009 by Kerry ...

Countplus profit hit by end of loyalty payments

MARK SMITH  |  THURSDAY, 27 AUG 2015
Countplus has seen its after-tax profit fall 12.2% as loyalty payments paid by Commonwealth Bank ended. Net financial planning revenue was down 15.9% due to payments to 16 member firm franchisees expiring. Excluding the impact of these payments and ...

Folkestone builds on strong foundations

MARK SMITH  |  THURSDAY, 27 AUG 2015
Real estate investment manager Folkestone has more than doubled its profit in the 12 months to 30 June. Net profit after tax stood at $7 million, up 122.6% on the same period last year. Earnings per share of 1.1 cents were up 57.1% on FY14 and funds ...

AFA Female Excellence semi-finalists named

MARK SMITH  |  TUESDAY, 25 AUG 2015
The Association of Financial Advisers (AFA) and TAL have announced the semi-finalists for the 2015 AFA Female Excellence in Advice Award. Next Step Financial Group's Crystal Broadfoot, Perspective Financial Services' Esther Althaus, Carrington Financial ...

Liquidator appointed in suicide case

MARK SMITH  |  TUESDAY, 25 AUG 2015
... own life after defrauding investors for years. The Federal Court of Australia has made orders appointing EY partner Vince Smith as a provisional liquidator of Oceanic Asset Management, Oceanic Equities, Australian Global Capital, Mulato Management Services ...

OneVue close to turning profit

MARK SMITH  |  TUESDAY, 25 AUG 2015
OneVue has almost doubled its revenue in the last year, helping to reduce its net loss from $5.23 million in 2014 to $220,000 in the year to 30 June 2015. Total revenue of $25.42 million for the reporting period represents an increase of 92% from $13.21 ...

Cameron Harrison added to platforms

MARK SMITH  |  TUESDAY, 25 AUG 2015
The Cameron Harrison Anglo-Atlantic Mainstreet Equity Model has been added to the Morningstar Separate Accounts database and the Powerwrap platform. The model, which the investment team have managed since it was set up in 2007, is an international equities ...

Industry gears for new settlement regime

MARK SMITH  |  TUESDAY, 25 AUG 2015
Custodians are on track reduce settlement times from three days to two days in time for the official regime change in March 2016. Firms are gearing up to start testing their readiness for the new T+2 Settlement regime in October. "Reducing settlement ...