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Showing 10061 - 10070 of 18276 results for "Plan"

UK multi-asset favourite pushes for super fund mandates

MARK SMITH  |  WEDNESDAY, 13 MAR 2013
One of the UK and US's best selling managed investment funds is now being marketed to Australian institutional investors. The Standard Life Investments Global Absolute Return Strategies (GARS) fund has attracted more than $30 billion funds under management ...

CFS FirstWrap regains platform top spot

MARK SMITH  |  WEDNESDAY, 13 MAR 2013
The CFS FirstWrap platform has overtaken MLC Wrap and Navigator to reclaim the top spot in Investment Trends' ranking of full-function platforms. FirstWrap topped the functionality table and also ranked first for product offering, transaction capabilities ...

Advisers overlooking business development

MARK SMITH  |  WEDNESDAY, 13 MAR 2013
Advisers are failing to take advantage of the help their dealer group can offer them to grow their business, according to a recent survey from boutique financial services firm The Advice Exchange. The private equity firm surveyed 200 advisers and found ...

Latest Financial Standard issue available on the iPad app

MICHELLE BALTAZAR  |  TUESDAY, 12 MAR 2013
In the latest edition of Financial Standard, we publish our feature report on Australian equities and what fund managers got right - and wrong - since the GFC. The past two weeks also saw a raft of executive appointment changes, product launches and ...

Advisers open to double allocation to global equities

MARK SMITH  |  TUESDAY, 12 MAR 2013
An industry spot poll found that financial advisers are open to switching from a 70:30 split on their domestic versus global equities allocation to a 50:50 following a well-argued case on the merits of investing more offshore. Attended by more than ...

Mills Oakley to launch private wealth service

MARK SMITH  |  TUESDAY, 12 MAR 2013
Law firm Mills Oakley will launch a new specialised legal service for private and family businesses and wealthy individuals on 14 March. Private Advisory, which will be opened by The Hon Peter Costello AC, provides advice on corporate structuring, asset ...

Challenger gets Lonsec approval on annuities

LAURA MILLAN  |  MONDAY, 11 MAR 2013
Challenger's entire suite of annuity products has been approved by independent research house Lonsec. Lonsec awarded the rating to all managed investment schemes and term and lifetime annuities offered by Challenger, including the fastest selling annuity ...

Managed accounts set for an overhaul

LAURA MILLAN  |  MONDAY, 11 MAR 2013
For the first time in nine years, the country's financial services regulator is placing the managed accounts sector through a comprehensive review, addressing grey areas and fixing major drawbacks that have long derailed the sector's growth. Institutions ...

Same Day Money loses credit licence

LAURA MILLAN  |  MONDAY, 11 MAR 2013
The Australian Securities and Investments Commission (ASIC) has cancelled the Australian Credit Licence (ACL) of Cairns-based business Same Day Money. Same Day Money director Lawrence James Sullivan has also been banned from engaging in credit activities ...

8IP adds Asian expert to team

STAFF JOURNALIST  |  MONDAY, 11 MAR 2013
Eight Investment Partners (8IP) has appointed an Asian markets veteran as research adviser. Based in Hong Kong, Nial Gooding will be providing advice on the China portion of the fund's portfolios. Gooding boasts 30 years industry experience and has ...