managedaccounts.com.au inks new partnership

20-Jul-2017|By Megan Tran

Managed discretionary account (MDA) provider managedaccounts.com.au has announced a new deal with advisory group The Wealth Partnership to implement a bespoke MDA service for the group’s financial planners. The decision followed a rev.. Read More




Dealer groups get real on portfolios

04-Sep-2013

Dealer groups are shifting to a more outcomes-based or real returns world as they begin to implement portfolios away from peer-relative performance for clients in and nearing retirement. Pengana Capital director.. Read More

SPAA backs ASIC gearing crackdown

04-Sep-2013

The SMSF Professionals’ Association of Australia (SPAA) has supported the corporate regulator’s increased attention on aggressive geared property investment marketing targeting self-managed superannuation.. Read More

Crowe Horwath begins CEO search

04-Sep-2013

The rebranded WHK Group will conduct a global search for a new chief executive and managing director after John Lombard stepped down from the company yesterday. WHK Group changed its name to Crowe Horwath Austra.. Read More

AMP executive to join netweath

04-Sep-2013

Peter Boston, the head of AMP Financial Services’ adviser support service, will join netwealth group as an advice executive later this month. Boston will join the privately-owned financial services firm on.. Read More

Omega prepares to open retail fund

03-Sep-2013

Omega Global Investors will allow retail investors to access its Global Listed Infrastructure Fund from the start of next month, as the specialist boutique manager resumes plans to diversify into the retail sector. .. Read More

Connect to help fill M&A knowledge gap

03-Sep-2013

Connect Financial Service Brokers will expand its services in order to fill a significant knowledge gap in the area of mergers and acquisitions. Connect chief executive Paul Tynan said many advice, accounting an.. Read More

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