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Showing 1081 - 1090 of 1392 results for "Alternatives"

Omniwealth provides planning tools for independents

ELISE BURGESS  |  THURSDAY, 15 DEC 2011
... feedback we are getting is many advisers feel the industry is being swallowed up by institutions and there are few alternatives," said Matthew Kidd, managing director of Omniwealth. "Independent advisers are vulnerable to losing business to larger competitors ...

Russell urges advisers to keep low value clients

ELISE BURGESS  |  TUESDAY, 13 DEC 2011
... should consider their options before selling off their lower value clients, according to Russell Investments, with new alternatives to create a profitable relationship despite impending FOFA regulations. One predicted unexpected outcome of the Future ...

Christmas deadline for FOFA clarity: ANZ

CLAIRE MCGREAL  |  WEDNESDAY, 7 DEC 2011
... are some things where we've got to guess what the final policy position is going look like and there might be two alternatives, so you've actually got to make two changes to your system not knowing which one is going to come in," said Barrett. "We're ...

Bendigo and Adelaide team up with Australia's first RI platform

RACHEL DAVIS  |  TUESDAY, 6 DEC 2011
... provider. The Emerald Investment, Super and Pension Wrap will offer a wide range of responsible and ethical investment alternatives, all provided within a consolidated administration service. Justin Medcalf, co-founder of distributor, The Emerald Club ...

Instos embrace low volatility equity portfolios

ELISE BURGESS  |  THURSDAY, 17 NOV 2011
... accessing the equity market with different benchmarks, moving closer to less benchmark constrained through hedge funds or alternatives or alternatives benchmarks," said Hargis. According to Hargis, while this approach may lag in bull markets, it can ...

Prime Super to provide mezzanine finance facility

CLAIRE MCGREAL  |  MONDAY, 31 OCT 2011
... client. Prime Super also has an investment in Chile in gas distribution. Access Capital Advisers is a specialist alternatives asset adviser and manager, with offices in Australia, London and New York. It has over $10 billion in assets under advice.

Lachlan Partners diversifies into FI, alternatives

ALEX DUNNIN  |  FRIDAY, 28 OCT 2011
... other opportunities has spurred Lachlan Partners to diversify away from equities towards property, fixed interest and alternatives to cater for clients wanting to diversify their investment base. "Volatility in overseas equity markets and credit markets ...

Instos must reassess alternatives portfolios

MATT WOODINGTON  |  FRIDAY, 21 OCT 2011
... defining risk and it was crucial for them to be able to effectively measure and understand the exposures within their alternatives portfolios. "When equity markets fall 15%, people are horrified that they are incurring losses in the alternatives part ...

ING IM equities head departs

MATT WOODINGTON  |  THURSDAY, 13 OCT 2011
ING Investment Management's chief investment officer of asset strategies and alternatives, James Wright, has left the company following its takeover by UBS. A Morningstar analyst confirmed that Wright has left ING IM and will not move across to UBS ...

Aust equities drive default growth

ELISE BURGESS  |  MONDAY, 10 OCT 2011
... annual share market and super fund returns over the past 17 years. It also found that funds with higher exposure to alternatives like hedge funds and infrastructure achieved marginally better returns.