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Showing 741 - 750 of 1072 results for "Separately"

Macquarie adds SMA option to platform wrap

LAURA MILLAN  |  THURSDAY, 11 SEP 2014
Macquarie has launched separately managed accounts (SMAs) as an investment option on its platform, the Macquarie Wrap. This will allow advisers and their clients to access an extensive range of SMAs, managed by investment managers and covering a range ...

AFA Adviser of Year and Practice of Year semi-finalists announced

STAFF WRITER  |  FRIDAY, 29 AUG 2014
... This year marks a step-change in the award, with the best individual adviser and best advice practice to be recognised separately. AFA chief executive Brad Fox said the decision to offer two awards reflected the evolution of advice, including new business ...

FEATURE: Have we reached the tipping point for managed accounts?

MARK SMITH  |  FRIDAY, 15 AUG 2014
... the individual securities in their portfolio and override the decisions of the investment manager. The beauty of the separately managed account (SMA) structure is it allows investors and their advisers to individualise a professionally managed portfolio ...

SMA operators to become a sector in their own right

LAURA MILLAN  |  WEDNESDAY, 13 AUG 2014
Separately managed accounts (SMA) operators are poised for strong growth over the coming years and are likely to become a sector in their own right, Lonsec research shows. The research house has looked at five SMA platforms in Australia and has assigned ...

ThreeSixty Research team merges with JB Were

JAMES FERNYHOUGH  |  MONDAY, 4 AUG 2014
... research teams from each business will also come together. JB Were will take over responsibility for ThreeSixty Research's separately managed accounts (SMAs). NAB said that, while the two businesses would join forces under the same management, their ...

ASX agrees to changes after ASIC review

MARK SMITH  |  MONDAY, 28 JUL 2014
... rules, ASIC said in a media release. With regards to clearing and settlement, ASX will update internal processes to separately capture complaints it receives regarding the operation of the Trade Acceptance Service (TAS), which is the service it uses ...

Praemium reports strong rise in SMA funds

MARK SMITH  |  MONDAY, 21 JUL 2014
Record inflows of $320 million to Praemium's separately managed account platforms in the June quarter has seen the company post new highs for funds on platform. The group's Australian SMA platform grew $200 million in the three months to end of June ...

LUCRF signs up to DST Bluedoor

JAMES FERNYHOUGH  |  MONDAY, 23 JUN 2014
... accounts." The fund has also used the technology to develop a mobile application to allow members to manage their accounts. Separately, Bluedoor has also worked with the fund to create the first internal clearing house and messaging gateway to be internally ...

Van Eyk adds SMAs to research platform

MARK SMITH  |  THURSDAY, 5 JUN 2014
Researcher van Eyk has added separately managed account (SMA) data to its online research and portfolio tool, iRate. As a growing number of financial advisers look to recommend direct investments, van Eyk's new service has made data available for around ...

'Weaven model' would get best infra deals: IFM

JAMES FERNYHOUGH  |  THURSDAY, 5 JUN 2014
... equity investor on board at the beginning, and then tendering for debt finance, construction and facilities providers separately, would ensure the best bid for each service won. "Under the current PPP arrangements, you have multiple competing consortiums ...