A boutique Australian investment manager has been recognised for its work in separately managed accounts (SMA) at the 2014 Lonsec Awards.
Lonsec has named Dalton Nicol Reid’s Australian Equities High Conviction Portfolio as the winner of the 2014 SMA Portfolio Award.
Dalton Nicol Reid chief executive Robert White said the award was a “fine tribute” to the hard work of its team.
“We find that an increasing number of Australians are turning to Dalton Nicol Reid to deliver investment management expertise for their SMA platforms,” Mr White said.
Among the most significant issues within its regulatory remit, ASIC has highlighted unsuitable superannuation advice ...
The risk of a PY adviser leaving once they complete their training is a considerable roadblock for many advice firms, ...
Despite being heralded as the cure for advice inaccessibility, industry consultants say low take-up of digital advice ...
Never miss the stories that impact the industry.
Get the latest news! Subscribe to the ifa bulletin