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Showing 5801 - 5810 of 28263 results for "NOT"

WealthO2 launches top manager MDA

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
... BlackRock, Evergreen, Lonsec, Morningstar, Ralton AM and Zenith. As WealthO2 is the provider of the MDA, financial advisers are not required to have an MDA authority on their licence. "It's akin to a service equivalent SMA where the adviser is recommending ...

AFA slams new SOA measures

KARREN VERGARA  |  WEDNESDAY, 7 JUL 2021
... Anderson argued that SOAs are an agreement between a client and their adviser and contains personal information that should not be shared with trustees. He fears the review may breach the Privacy Act and adds another layer of administration. For the ...

FYG expands network

KARREN VERGARA  |  WEDNESDAY, 7 JUL 2021
... Bailey said that FYG's investment philosophy added a point of difference in selecting the best licensee for him. "It's not often that you come by a group that promotes an investment methodology that is based on sound principles and academic rigour," ...

How likely is a super fund to fail YFYS test?

JAMIE WILLIAMSON  |  WEDNESDAY, 7 JUL 2021
... increases to a little over 50%." This shows that a fund with a 10% chance of failure over an eight-year period is more likely than not to fail when extended to 20 measurement periods, he said. "We estimate that a product with a 10% probability of failing ...

Louise Walsh launches Walsh Capital

ELIZABETH MCARTHUR  |  WEDNESDAY, 7 JUL 2021
... Zealand Michael Walsh (no relation) is also supporting the new venture and likely to join the advisory group. Investors will not be charged a fee by Walsh Capital; the investment managers will be the clients and will pay the firm a success fee for money ...

SuperConcepts appoints chief executive

ANNABELLE DICKSON  |  WEDNESDAY, 7 JUL 2021
... provide stability and entrepreneurship to the SuperConcepts team." Christensen added: "Our company has a history and passion not matched by many in our industry, and I am excited to lead our staff into this next chapter of our growth." "My focus is on ...

Jameson Capital launches fund

ANNABELLE DICKSON  |  WEDNESDAY, 7 JUL 2021
... opportunities. "What makes this such a unique and interesting opportunity is that these types of special situation funds are typically not open to investors looking to place less than $50 million," Browne said. "It also presents an opportunity for offshore ...

ACSA chief executive steps down

ANNABELLE DICKSON  |  WEDNESDAY, 7 JUL 2021
... through our voluntary working groups in promoting systemic efficiency improvement on behalf of members and their clients. While not grabbing the headlines, the association makes an important contribution to the machinery of the financial services sector ...

FASEA maintains low pass rate

ANNABELLE DICKSON  |  TUESDAY, 6 JUL 2021
... Jane Hume recently announced candidates who have failed the exam twice will be able to re-sit it in 2022. Advisers who have not sat the exam twice prior to the end of this year will not be granted the extension. FASEA is also providing additional individual ...

Class to dump MDA investment

ANNABELLE DICKSON  |  TUESDAY, 6 JUL 2021
... platform has decided to either convert or redeem its $3.1 million investment in Philo Capital Advisers after concluding it is not in the best interest of its shareholders. Class previously made the investment prior to the introduction of its reimagination ...