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Showing 10151 - 10160 of 19601 results for "RIS"

CFP program attracts 700 students in one semester

LAURA MILLAN  |  WEDNESDAY, 11 MAR 2015
The Financial Planning Association's (FPA) Certified Financial Planner (CFP) program has attracted 700 students this semester, following the rise in adviser education standards in most large dealer groups. "The volume of enrolments to the program this ...

BNP becomes First Super custodian

ALEX BURKE  |  WEDNESDAY, 11 MAR 2015
Industry fund First Super has appointed BNP Paribas Securities Services as custodian, replacing NAB Asset Servicing. The $2 billion fund chose BNP because of its "suite of reporting, risk management and analytics [which will] enable the trust to meet ...

New HNWIs demand unbundled services

ALEX BURKE  |  TUESDAY, 10 MAR 2015
Australia minted nearly 45,000 new millionaires in 2014 but only a handful of them are seeking financial advice, according to Investment Trends' High Net Worth (HNW) Investor Report. Based on a survey of 3,115 Australian millionaires - holding a collective ...

Super funds blend ETFs into investment strategies

LAURA MILLAN  |  TUESDAY, 10 MAR 2015
Superannuation funds have started to use exchange traded funds (ETFs) for cash equitisation or to enter new markets. "Over the last 18 to 24 months we have seen more institutional investors tap the ETF market, as we see more product proliferation on ...

MyPlanner launches managed account solution

LAURA MILLAN  |  TUESDAY, 10 MAR 2015
MyPlanner dealer group has set up a managed discretionary account solution that will be available to its 120 planners. MyPlanner partnered with Managed Accounts Holdings to develop the My Managed Portfolio (MMP) managed account service, and the provider ...

Demand for ethical investments soars

ALEX BURKE  |  TUESDAY, 10 MAR 2015
Ethically-screened FUM monitored by the Ethical Advisers' Co-operative has increased by 18% in the past 12 months to $910 million. Labelling itself "Australia's First Adviser Co-Operative", the EAC is a collection of financial planning firms focused ...

Super funds turning to passive to tackle high fees

MARK SMITH  |  MONDAY, 9 MAR 2015
Passive investment strategies are now being used by almost half of retail super funds, according to research by ING Direct which highlights that funds with high fees could end up costing investors more than $150,000 compared to cheaper funds. The research ...

PM Capital CEO leaves, replacement announced

LAURA MILLAN  |  MONDAY, 9 MAR 2015
PM Capital chief executive Chris Donohoe was moved to an institutional sales role at the end of 2014 and stepped down shortly after. Donohoe, who was also a shareholder in the firm and had worked there for 14 years, stepped down at the end of 2014 ...

Market Wrap PM

AAP  |  FRIDAY, 6 MAR 2015
The share market has opened flat as strength in high-yield bank stocks is balanced out by weak energy and mining sectors. IG market strategist Evan Lucas says the market is repositioning itself into high-yield stocks in expectation of an upcoming rate ...

Intergenerational Report shows need for financial advice

ALEX BURKE  |  FRIDAY, 6 MAR 2015
The Treasury's Intergenerational Report highlights the importance of financial advice, according to the Financial Planning Association of Australia. Given that life expectancy at birth is expected to rise by four and three years for men and women respectively ...