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Showing 721 - 730 of 1072 results for "Separately"

Class expands in the SMSF cloud

DARREN SNYDER  |  WEDNESDAY, 8 JUL 2015
... industries including legal documentation suppliers, customer relationship management providers, and property services. Separately, the Australian Prudential Regulation Authority (APRA) recently released an information paper on its considerations around ...

Philo in growth mode after losing key mandate

ALEX BURKE  |  THURSDAY, 18 JUN 2015
... non-renewal of the Centric contract and the growth of the managed accounts market in general. "There have been a lot of separately managed accounts coming to market in the past year," he said. "But that's really a replacement for products, where the ...

SDI products drive retail FUM growth

ALEX DUNNIN  |  FRIDAY, 5 JUN 2015
... market but they represent a much larger share of market growth. These product styles include managed accounts and their separately managed account (SMA) options such as model portfolios, exchange tradeable funds and products, and self managed super funds ...

QIC inks $1bn infrastructure deal with CalPERS

MARK SMITH  |  THURSDAY, 21 MAY 2015
... "This partnership, in combination with the launch earlier this year of the QIC Global Infrastructure Fund and other separately managed account clients, increases the size, scope and level of control QIC can bring to future infrastructure opportunities ...

Low-cost super awash with inflows

DARREN SNYDER  |  MONDAY, 18 MAY 2015
... surge of interest has seen a sustained rise in new Listed Investment Companies (LICs), Exchange Traded Funds (ETFs) and Separately Managed Accounts (SMAs), primarily driven by greater demand from direct investors," Green said. Green added that SMAs are ...

Advisers need to educate

ALEX BURKE  |  FRIDAY, 1 MAY 2015
... recommended "unbundling" SOAs so that the investment information "that's actually about the client" could be delivered separately to the compliance material, which she usually gave clients two weeks to read through and sign. She also argued that risk ...

SMA usage climbs

ALEX BURKE  |  THURSDAY, 30 APR 2015
One in five (20%) financial advisers are now using separately managed accounts for investors, according to research by JBWere and Investment Trends. This is the highest level of usage recorded, indicating both the growing client preference for the transparency ...

Managed Account Holdings to invest in advisory firms

DARREN SNYDER  |  FRIDAY, 24 APR 2015
... or clients suitable for an SMSF. It is proposed that if PHL is successful, its board will seek to list the company separately on the ASX within two years of the initial investment in an advisory firm. As part of an initial investment in an advisory firm ...

Market Wrap AM

AAP  |  THURSDAY, 16 APR 2015
... US economy expanded in recent weeks, although oil industry layoffs have grown, the Federal Reserve said in a report. Separately, the Fed said US industrial output fell 0.6 per cent in March. LONDON - European equities rebounded as weak Chinese economic ...

HUB24 sets up white label platform for Wilson HTM

STAFF WRITER  |  MONDAY, 16 MAR 2015
... platform to the firm's clients. The platform offers a wide range of investments including shares, managed funds and separately managed accounts (SMAs), as well as access to Wilson HTM's internal research and portfolio construction expertise to offer ...