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Showing 641 - 650 of 1072 results for "Separately"

Bennelong launches new fund, hires analyst

JAMIE WILLIAMSON  |  MONDAY, 3 JUL 2017
... piece in the jigsaw. We believe we have the right team to make a success of the new microcap fund," Beaumont added. Separately, Ausbil's former micro-cap fund managers Tony Waters and Chris Prunty spoke to Financial Standard last week about their new ...

ASIC clarifies IFA definitions, extends SoA deadline

JAMIE WILLIAMSON  |  TUESDAY, 27 JUN 2017
... there has been any uncertainty around the use of these and will continue to take action against those using such terms. Separately, the deadline for financial advisers to provide retail clients with a Statement of Advice was extended by ASIC for those ...

XTB adds bond SMA to Macquarie Wrap

EMMA RAPAPORT  |  TUESDAY, 27 JUN 2017
XTB is expanding its pure fixed income separately managed account solution onto Macquarie Wrap. The ACBC Fixed Income No. 1 Model Portfolio was first available to financial advisers in February using Praemium SMA and SuperSMA platforms, and invests ...

Ausbil adds key MicroCap team hires

JAMIE WILLIAMSON  |  MONDAY, 26 JUN 2017
... Jennings served in a number of roles including equities analyst and dealer, and was most recently a portfolio manager. Separately, Jan van der Schalk joins Ausbil from CLSA Australia where he was a senior analyst, ESG and diversified financials. Van ...

REST CEO moves on, custodian renewed

EMMA RAPAPORT  |  MONDAY, 26 JUN 2017
... stability and to assist in transferring executive responsibility once an appropriate chief executive has been installed. Separately REST has also announced the renewal of its contract with State Street for custodial and investment administration services. ...

XTB appoints new CIO

ALEX BURKE  |  WEDNESDAY, 7 JUN 2017
... market. This will enable us to respond to the growing market demand for tailored fixed income model portfolios and separately managed account solutions. "Incorporating both qualitative and quantitative techniques, Ian has already successfully designed ...

Education key in combatting elder financial abuse

JAMIE WILLIAMSON  |  TUESDAY, 6 JUN 2017
... taken as well," McGowan said. Resources from Protecting Seniors Wealth can also be tailored for CPD Accreditation. Separately, the Australian Taxation Office (ATO) is reminding Australians to stop and think before giving their personal details or hard-earned ...

Super funds and CEFC join investment forces

KARREN VERGARA  |  MONDAY, 5 JUN 2017
... to reducing emissions, making CCS an important technology if these sectors are to achieve deep cuts in emissions." Separately CEFC recently made a $20 million investment in RateSetter's Green Loan - a peer-to-peer green lending platform. It aims to bring ...

Goals-based strategies valuable for retirees: Research

KARREN VERGARA  |  FRIDAY, 2 JUN 2017
... EDHEC-Risk Institute. The solutions tend to focus on achieving minimum levels of replacement income or a safety net, and separately, aim for aspirational goals by expecting higher levels of returns and performance, the report said. It looks at mass customisation ...

ANZ Wealth adds SMAs to platform

DARREN SNYDER  |  WEDNESDAY, 31 MAY 2017
ANZ Wealth is introducing Separately Managed Accounts as part of its Grow Wrap investment platform with the aim to provide greater flexibility for investors. Under the move, ANZ Wealth will introduce 13 new Separately Managed Accounts (SMAs) to professionally ...