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Showing 991 - 1000 of 1600 results for "Steve"

Dodd-Frank sees rise in virtual family offices

MELANIE TIMBRELL  |  FRIDAY, 13 JUL 2012
... must file as a registered investment advisor and shoulder the associated annual regulatory burden," wrote managing partner Steve Randolph. The changing landscape for US family offices is therefore resulting in a proliferation of Virtual Family Offices ...

ASIC uncovers investment scam

LINDA HAUSKEN  |  FRIDAY, 6 JUL 2012
The Australian Securities & Investments Commission has obtained court orders against the operators of a Gold Coast based unlicensed financial services business, following an investigation that resulted in 37 investors losing approximately $680,000. ...

SFG renews platform agreements

MELANIE TIMBRELL  |  THURSDAY, 28 JUN 2012
SFG Australia, the merged entity of Snowball Group and Shadforth Financial has renewed its agreements with BT Wrap and CFS Custom Solutions' Symetry platform. Shadforth has been using the BT Wrap for 13 years, with Snowball using Asgard for the same ...

China manuf growth figures being misread

MELANIE TIMBRELL  |  TUESDAY, 26 JUN 2012
HSBC's flash China Purchasing Managers' Index result released last week is being read as further evidence of a broad-based manufacturing slowdown, but this misinterprets what's going on in the sector, said Premium China Funds Management. The common ...

CFS upgrades its FirstWrap Platform

LINDA HAUSKEN  |  FRIDAY, 22 JUN 2012
Colonial First State has made enhancements to its FirstWrap platform in response to adviser requests for improved technological efficiencies. FirstWrap is a leading online platform used by advisers who want access to wide ranging technologically oriented ...

Older Australians delaying retirement

BEN COLLINS  |  WEDNESDAY, 20 JUN 2012
A report unveiled yesterday by financial services and superannuation minister, Bill Shorten, revealed that 50% of older Australian intend to delay retirement. The report, titled Financial Wellbeing: Concerns and choices amongst older Australians, also ...

Founder of 2020 DIRECTINVEST retires

LINDA HAUSKEN  |  MONDAY, 18 JUN 2012
Michael Lannon, founder of 2020 DIRECTINVEST, the pioneering managed funds direct distribution group, has retired following 15 years as a leader for the business. "Michael has played an instrumental role in building 2020 DIRECTINVEST into the successful ...

CIO and COO award winners named

FINANCIAL STANDARD TEAM  |  FRIDAY, 1 JUN 2012
... night the country's top chief investment officer and chief operation officer for fiduciary funds got their time in the sun. Steve Merlicek, chief investment officer of IOOF, was honoured with the inaugural CIO Award, as selected by a judging panel from ...

Market Wrap - Morning

AAP  |  TUESDAY, 29 MAY 2012
The Australian market looks set to open lower following falls on Wall Street with traders again looking to events across the Atlantic ahead of a long holiday weekend. At 0800 AEST on Monday, the June share price index futures contract was down 13 points ...

Market Wrap - Morning

AAP  |  MONDAY, 28 MAY 2012
SYDNEY - The Australian market looks set to open lower following falls on Wall Street with traders again looking to events across the Atlantic ahead of a long holiday weekend. At 0800 AEST on Monday, the June share price index futures contract was down ...