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Showing 641 - 650 of 1417 results for "ROA"

YBR selling off accounting business

ALEX BURKE  |  MONDAY, 26 SEP 2016
Yellow Brick Road has entered into an agreement to sell its accounting business and legal practice. Under the agreement, DBR Advisory will acquire YBR's accounting business and related assets, including goodwill, plan and equipment, client information ...

J.P. Morgan overtakes NAS in AUC

KERRIE SYDEE  |  MONDAY, 26 SEP 2016
J.P. Morgan has overtaken NAB Asset Servicing (NAS) as the largest overall provider in the custody market, following further declines in assets under custody (AUC) for NAS. The figures published by the Australian Custodial Services Association (ACSA) ...

Ageing population presents investment potential

JAMIE WILLIAMSON  |  FRIDAY, 23 SEP 2016
An increasing demographic shift across Asia presents a significant investment opportunity according to the latest insights from AMP Capital. The new white paper published by AMP Capital associate director Christopher Deves looks at the economies of ...

Instos seeking smart carbon plays

DARREN SNYDER  |  FRIDAY, 23 SEP 2016
A global equities manager says divesting out of stranded assets and reinvesting in energy efficiency-driven companies is a strategy resonating with institutional investors. Impax Asset Management managing director and co-head of listed equities, Bruce ...

Report outlines impact of MDA operation reforms

JAMIE WILLIAMSON  |  WEDNESDAY, 21 SEP 2016
... limited MDA or MDA arrangement where they have not been appointed as an investment manager should be issuing a record of advice (RoA) for every portfolio change." As a result, MGP says the most effective and practical solution for advice practices is ...

Charter Hall invests in two commercial properties

MARK SMITH  |  WEDNESDAY, 21 SEP 2016
Charter Hall has made significant investments in two well-known Australian commercial properties. Firstly the real estate investment manager has co-invested a total of $197 million with MTAA Super to buy the Campbelltown Mall in an off market transaction. ...

QIC and Future Fund win Port of Melbourne lease

DARREN SNYDER  |  MONDAY, 19 SEP 2016
A QIC-led consortium has topped an IFM Investors-led group to secure ownership of one of Australia's largest infrastructure assets and acquire the 50-year lease at the Port of Melbourne. Known as the Lonsdale Consortium, QIC, in conjunction with the ...

Managed portfolios vital for SMSF diversification

KERRIE SYDEE  |  THURSDAY, 8 SEP 2016
... "One admin example is when a portfolio manager changes a portfolio the adviser doesn't have to supply a record of advice (ROA) to clients. The adviser is not making the decisions or the changes to the investments and as a result don't need to supply ...

Powerwrap launches SMA service

MARK SMITH  |  THURSDAY, 8 SEP 2016
Platform provider Powerwrap has launched a separately managed account (SMA) offering, designed to provide advisers and clients with improved investment opportunities by allowing managers to be more responsive to market conditions in real-time. The new ...

Former Westpac exec joins YBR

JAMIE WILLIAMSON  |  TUESDAY, 6 SEP 2016
Yellow Brick Road (YBR) has appointed a former Westpac executive as general manager of its wealth division. Adam Youkhana, most recently head of partnerships and private banks for financial planning at Westpac, now leads YBR's wealth management business ...