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Showing 761 - 770 of 1097 results for "Separately"

Lonsec gains 2,800 users through iRate

LAURA MILLAN  |  WEDNESDAY, 10 DEC 2014
... Lonsec said. The platform's clients can access Lonsec's research including managed funds, exchange traded funds (ETFs), separately managed accounts (SMAs), property funds, infrastructure funds and structured products. They also have access to performance ...

AIST lobbies govt to keep LISC payment disclosure

JAMES FERNYHOUGH  |  WEDNESDAY, 26 NOV 2014
... they are receiving. However, the government is moving repeal legislation that require LISC payments to be disclosed separately. In the future they would be bundled with other super concessional payments, a strategy which AIST said will 'mask' the benefits ...

Hedge fund growth problem not helped by new products

MARK SMITH  |  FRIDAY, 21 NOV 2014
... "Given this backdrop, fund managers are trying to offer investors more flexibility on fees and tailored offerings via separately managed accounts and long-only funds," EY Oceania asset management leader Antoinette Elias said. Of the largest managers ...

Libertas FP to offer SMA portfolios

STAFF WRITER  |  WEDNESDAY, 12 NOV 2014
Independent firm Libertas Financial Planning has added Bellmont Securities separately managed accounts (SMA) to its approved product list. The offering includes the Bellmont Core Equities Portfolio, which is a blue-chip equities portfolio, giving investors ...

Equip to manage AustSuper's defined benefit schemes

MARK SMITH  |  WEDNESDAY, 12 NOV 2014
... plans," she said. Press said the alliance would not preclude either fund from pursuing business growth opportunities separately. "We have documented guidelines around when it will be appropriate for us to work together on business development, or when ...

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 ...