OneVue to acquire Select Asset Management and Select Investment Partners

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OneVue Holdings Limited (OneVue) last week agreed to acquire Select Asset Management Limited, trading as Select Fund Services and Select Investment Partners Limited. Select Fund Services (SAML) is a specialist provider

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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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Beyond the hedge – lessons from a decade of alternative investing

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Advisers and their retail clients cast a wary eye whenever the expression ‘hedge fund’ is raised. Why so? Institutional investors have embraced alternative investing with great vigour, while the regulator,

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MGD Wealth, the Customised Portfolio Services success story

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Select achieves business and investment objectives of MGD Wealth and its clients The Select Asset Management Limited group (Select) and MGD Wealth Limited (MGD Wealth) have strengthened their partnership after

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Best interest duty – business risks in due diligence

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Many are familiar with the industry buzz phrase, Operational Due Diligence, although many industry experts prefer the phrase “business risk due diligence” – in either case the review is the

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How to get the most out of that BDM visit – an Insider’s View

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The best interest test within FoFA carries an enforceable duty of care when it comes to making investment product selections on behalf of your client. By extension, it therefore pays

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FoFA solutions bring additional benefits to non-aligned financial advice firms

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With the Future of Financial Advice (FoFA) kick-off date of 1 July looming, specialist investment management group Select Asset Management Limited (Select) has urged Australian financial advice firms to have

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Operational risk next hurdle for FoFA compliant financial advice

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Financial planning firms operating in-house portfolio construction functions face having to ‘FoFA-proof’ against looming operational risks embedded in the Future of Financial Advice (FoFA) legislation. This is the view of

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Demand grows for FoFA-ready, non-conflicted investment solutions

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Demand for simple, conflict free portfolio construction services has seen specialist investment management group Select Asset Management (Select) build strong momentum for its ‘FoFA ready’ Customised Portfolio Solutions (CPS). Select

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Winston Capital Partners opens unique funds management service offer

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Winston Capital Partners (Winston) has opened its doors for business, aiming to become Australia’s leading specialist funds management and third party marketing and distribution firm. The firm has also announced a

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