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Showing 671 - 680 of 1442 results for "ROA"

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 ...

Macquarie sells down stake in Atlas Roads

ALEX BURKE  |  MONDAY, 5 SEP 2016
Macquarie has completed its selldown of equity in Macquarie Atlas Roads. The group sold 53 million shares in MQA at $5.32 per share to "a range of institutional investors via a bookbuild." As a result of this, Macquarie's stake in the company will now ...

Industry funds extend winning streak

MARK SMITH  |  WEDNESDAY, 24 AUG 2016
Industry super funds outperformed retail super funds by 2.7% in the 12 months to 30 June, the latest statistics from APRA reveal. The average industry fund returned 4% over the period versus 1.3% from the average retail fund. The numbers contribute ...

ASX blockchain move defensive: Professor

DARREN SNYDER  |  TUESDAY, 9 AUG 2016
A New York University professor believes at the very least the ASX should use blockchain to improve its back office processing of trades because that alone would provide a big profit opportunity. NYU Stern School of Business professor David Yermack ...

Wilson explains Aurora fund wind-up proposal

ALEX BURKE  |  THURSDAY, 4 AUG 2016
Wilson Asset Management has outlined to unitholders why the HHY fund, managed by Keybridge Capital, should be shut down. Arguing that the "expertise to manage the HHY portfolio promoted to unitholders is no longer at Keybridge," Wilson's letter referred ...

YBR wealth restructure sees multiple job cuts

KERRIE SYDEE  |  WEDNESDAY, 3 AUG 2016
Yellow Brick Road will transition to a franchise model and consolidate staff members as the company shifts focus towards increased productivity and adviser recruitment. In a statement, YBR said the changes follow the acquisition of Resi Mortgage Corporation ...