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Showing 1071 - 1080 of 1613 results for "Recommended"

Moneysoft to launch hassle-free data gathering software

LAURA MILLAN  |  TUESDAY, 19 MAR 2013
... is done automatically," he said. "Moneysoft allows advisers to spot new opportunities for their clients and present recommended strategies more easily, it means clients are more likely to engage with adviser strategies," Moneysoft managing director and ...

Zenith maintains EQT rating after sudden loss of manager

LAURA MILLAN  |  WEDNESDAY, 20 FEB 2013
... Terlikar. The researcher said today that it does not anticipate any short term impact to the fund and has maintained its Recommended rating. However, it advised investors to consider not adding any new client monies to EQT until it releases a succession ...

QROP advise must improve: AMP

ALEX DUNNIN  |  MONDAY, 11 FEB 2013
... Technical Services Forum. Given that international pension transfers typically fall under the QROP rules regime, Singh recommended consulting with the overseas scheme as the first port with questions about their foreign country tax rules, and their paperwork ...

Water fund recommended

BEN COLLINS  |  FRIDAY, 8 FEB 2013
Rating agency Zenith has recommended the Blue Sky Water Fund, which trades physical water assets that it says are uncorrelated to mainstream investments. The Blue Sky Water Fund is an unlisted fund operating in the alternatives space which focuses on ...

Alternative funds delivering: van Eyk

BEN COLLINS  |  THURSDAY, 7 FEB 2013
... to protect investors from equity market falls and produce absolute returns. "The Alternative funds that van Eyk has recommended have been performing true to label," Olsen said. Olsen also said it was important when examining these funds to look at them ...

Coalition wants fund governance changes: Fletcher

BEN COLLINS  |  TUESDAY, 5 FEB 2013
... if the Coalition is elected at the upcoming Federal Election it would implement superannuation governance reforms recommended by the Cooper Review, which he said "have been ignored by the Rudd-Gillard Government." These would include making directors ...

SFG appoints CIO for Mosaic

BEN COLLINS  |  THURSDAY, 31 JAN 2013
... innovation in Mosaic's funds and portfolio services, ongoing best-of-breed manager selection, and managing the Group's recommended portfolio's. He will assume the responsibilities of Mosaic's current head of group portfolio management, John Nunan

EDHEC-Risk reveals risk control plan

MARK SMITH  |  TUESDAY, 29 JAN 2013
After a three-year study into the European collective investment scheme industry, the EDHEC-Risk Institute has recommended a system of 'shared responsibility' to limit the non-financial risks which emerged following the global financial crisis. The ...

Zenith recommends Challenger Care Annuity

MARK STORY  |  FRIDAY, 7 DEC 2012
... (CCA), a lifetime annuity designed to provide a long-term regular income stream - guaranteed for life - has been rated 'Recommended' by Zenith Investment partners. The chief benefit of the CCA, the Zenith recommendation states, is that part or all of ...

La Trobe mortgage fund scoops industry award

MARK SMITH  |  THURSDAY, 6 DEC 2012
... independent ratings agency SQM Research awarded the PMO a four star research rating. This was followed in June by a 'Recommended' rating from Lonsec. Both were the highest ratings awarded to any mortgage fund in Australia and both matched the 'Recommended' ...