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Showing 1131 - 1140 of 1194 results for "Principle"

BT Wrap wins myAdviser tender

HAMISH MADDEN  |  TUESDAY, 26 SEP 2006
BT has won a market-wide tendering process to secure the business of the myAdviser group through a private label arrangement for its BT Wrap platform. The myAdviser group is made up of 45 advisers with $850 million in funds under advice. Almost $650 ...

UniSuper revises major mandates

HAMISH MADDEN  |  THURSDAY, 31 AUG 2006
... of fixed interest, which come to the fore precisely when you need them most. "Recognising this fundamental investment principle, we prefer to take our risks elsewhere." UniSuper also announced it would be a $255m seed investor with State Street Global ...

AMP FP patches up the cracks

HAMISH MADDEN  |  WEDNESDAY, 30 AUG 2006
AMP Financial Planning (AMP FP) has been in the headlines for all the wrong reasons of late, but behind the hype they have been toiling in earnest to make their business regulator-safe while remaining adamant that the quality of AMP planner advice is ...

Bravura begins UK growth push

HAMISH MADDEN  |  TUESDAY, 4 JUL 2006
Bravura Solutions is progressing with its UK expansion plans, announcing it has been selected by UK based Nucleus Financial Group as a technology provider for a new wrap platform. Nucleus is a financial services partnership between seven UK Independent ...

S&P rates new five oceans fund

KATE HAGE  |  TUESDAY, 27 JUN 2006
S&P has given a tentative 'three star new' rating to the relatively recent Five Oceans World Fund following its November 2005 launch. The fund, which is 25 per cent owned by Challenger Financial Services, is an absolute return, index unaware global ...

FPA preps members on conflicts of interest principles

... of interest. The four key principles for managing conflicts of interest were first announced in March and the first principle - relating to disclosure of advice fees - will take effect from 1 July. The other three principles, relating to product advice ...

Associations need to raise standards themselves: Pearce

KATE HAGE  |  TUESDAY, 16 MAY 2006
Parliamentary Secretary to the Treasurer, Chris Pearce, has played down any chance of ramping up regulation over the financial planning industry and has urged key industry associations to take raising standards into their own hands. Opening the financial ...

Intrinsic finds value in Islamic investing

Intrinsic Investment Management hopes to address the needs of Muslim-Australian investors through an investment product that satisfies Shariah Law, a code of principles that many Muslims follow as part of their faith. Intrinsic's managing director Glenn ...

FPA stops short of backing member calls

KATE HAGE  |  MONDAY, 8 MAY 2006
The Financial Planning Association (FPA) has stopped short of backing member calls for a shift towards offering consumers the choice of fee for service, instead supporting what it calls an "advice-based" fee model. FPA chairman, Corinna Dieters, said ...

UN signs up $6 trillion to responsible investing

The world's largest pension funds and money managers are putting their money where responsible investing is after a UN initiative to adopt 'green' principles drew more than 60 signatories with a total $6 trillion in assets under management. Following ...