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Showing 1 - 10 of 1092 results for "Separately"

Nuveen completes Schroders acquisition

ELIZA BAVIN  |  FRIDAY, 2 OCT 2026
... income mission for generations to come." Huffman said over the next 12 to 18 months, Schroders will continue to operate separately within Nuveen, led by Schroders group chief executive Richard Oldfield, who will report to Huffman. "Today's milestone ...

Clime suspended from ASX for missing audit deadline

RIDDHIMA TALWANI  |  THURSDAY, 1 OCT 2026
... declare a fully franked dividend of 50 cents per share on completion of the audit. Clime recently said it is selling its separately managed accounts (SMA) products and some managed funds for about $7.7 million to an unnamed party. "Commercial terms are ...

Managed account FUM jumps to $315bn

RIDDHIMA TALWANI  |  THURSDAY, 1 OCT 2026
... showing 61% of advisers in Australia are already using managed accounts, and another 13% are considering doing so. Separately managed accounts accounted for 65% of the market share of the total FUM, whereas managed discretionary accounts (MDAs) remained ...

Pacific AM to land SMA solutions Down Under, appoints investment chief

MATTHEW WAI  |  WEDNESDAY, 23 SEP 2026
... Portfolio Solutions (PPS), the related body corporate of Pacific Asset Management (PAM), will bring the latter's separately managed account (SMA) solutions to Australia from the UK, welcoming an industry stalwart to chart the course. Both PPS and ...

MA Financial launches $500m fund

MATTHEW WAI  |  FRIDAY, 18 SEP 2026
... rarely transact, with only three regional shopping centres having traded in greater Melbourne over the past decade." Separately, an AFR article reports that the MA Real Estate Income Fund is experiencing an increase in the number of loans being defaulted ...

Stay up to date with regulatory compliance at the FAAA Congress

MATTHEW WAI  |  THURSDAY, 17 SEP 2026
... "Leah will talk about some reports that ASIC is working on that will be interesting to follow, including a review on separately managed accounts, but she'll also have a chance to talk about what they have done this year across Shield and First Guardian." ...

Netwealth buys Paradino for $20m

VINNY VUCAGO  |  TUESDAY, 15 SEP 2026
... loss about $3 million in FY27. The company will report Paradino's financial performance and the additional investment separately from its underlying results.

GQG outflows worsen, ousted from ASX200

MATTHEW WAI  |  FRIDAY, 11 SEP 2026
... limited-advice service in June, losing some 26 advisers and has slipped in dealer group size ranking as a result of it. Separately, Euroz Hartleys recently redeemed $145 million from its capital markets business sale, a move the firm said allows it to ...

Tribunal affirms InterPrac, FSGA adviser bans

MATTHEW WAI  |  FRIDAY, 11 SEP 2026
... only minutes to review the advice and assess its adequacy before joining calls to present it to clients," ASIC said. Separately, Monte Silva was an authorised representative of FSGA from 24 May 2023 to 10 March 2025. He was found to have advised five ...

FEATURE | Managed accounts | Industrialising advice

RIDDHIMA TALWANI  |  MONDAY, 31 AUG 2026
... to the governance of what is being offered to retail clients. Managed accounts operate under two legal structures: separately managed accounts (SMAs) and managed discretionary accounts (MDAs). SMAs are the structure most widely used for retail clients ...
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