Portfolio efficiency leads new product design

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The nirvana for many financial planners and investors is a seamless system of managing portfolios which takes into account the full spectrum of administration, asset allocation, best interest duty and

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More accountants approve of investment platforms for SMSFs

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A growing number of accountants believe investment platforms are appropriate transaction, administration and reporting tools for their self managed super fund (SMSF) clients, the OneVue/Investment Trends 20113 SMSF Accountant Report

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Australian custody market continues to grow

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ACSA unveils latest custody and administration statistics The Australian Custodial Services Association (ACSA)  released its half yearly industry statistics showing continued growth in Australia’s custodian and administration sector. The latest

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Australian custody and administration sector hits $2 trillion

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The Australian Custodial Services Association (ACSA) today revealed that total assets under custody for Australian investors grew by 8.7% to $2.03 trillion for the second half of the year to

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BT financial group appoints head of practice management

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Mark Spiers, General Manager Advice today welcomed BT Financial Group’s new Head of Practice Management Wes Hall into the fold.   “This is an important appointment for us, with the

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Prime Super to appoint Russell as administrator to fund

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New partnership set to assist in driving Prime Super’s growth agenda Prime Super, Australia’s only national super fund for rural and regional Australia, has agreed in principle to appoint global

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Aviva launches off-platform SMA using IRESS technology

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Aviva Investors (Aviva) has partnered with leading financial services technology provider, IRESS Market Technology (IRESS) to launch Aviva Investors Direct SMA (Direct SMA). Aviva’s Head of Retail, Andrew Peterson, said

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Russell’s super administration model focused on members

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Russell introducing intra-fund advice to support its member engagement strategy More than 70 staff accepted roles to join Russell’s administration business Global financial services firm Russell Investments announced it is

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