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Showing 751 - 760 of 1097 results for "Separately"

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 ...

Providers boost adviser access to managed accounts

LAURA MILLAN  |  TUESDAY, 24 FEB 2015
Financial advisers' access to separately managed accounts (SMA) more than doubled in the past year which could open the floodgates to wider uptake of the structure, the latest Investment Trends report said. Advisers who said their most-used platform ...

AMP Capital trims global infrastructure equity team

LAURA MILLAN  |  WEDNESDAY, 4 FEB 2015
... His appointment followed the departure of Scott Davies from the London-based job. Under the current restructure, the separately managed accounts and origination functions will fall under the responsibilities of Michael Bessell, who is currently global ...

Bellmont to offer SMAs through Hub24

ALEX BURKE  |  TUESDAY, 27 JAN 2015
Boutique portfolio manager Bellmont Securities will offer two separately managed account (SMA) model portfolios through the Hub24 platform. Bellmont's Core Equities and Buy-Write portfolios were previously available through Linear, but Bellmont director ...

Managed accounts boost advice business valuations

ALEX DUNNIN  |  WEDNESDAY, 21 JAN 2015
... traditional brand name recognised fund managers account for 59% of managed account model portfolio options (known as separately managed accounts or SMAs), 25% of these options are operated by financial advice licensees, researchers and consultants such ...

Praemium platform passes $3bn milestone

STAFF WRITER  |  TUESDAY, 20 JAN 2015
... billion as at 31 December 2014 following a quarter of record inflows to the company's Australian and international separately managed account (SMA) platforms. Gross inflows for the December 2014 quarter were $387 million, exceeding the previous inflow ...