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Showing 11881 - 11890 of 18276 results for "Plan"

MLC wrap locks into SMSFs and managed accounts

ELISE BURGESS  |  THURSDAY, 27 JAN 2011
MLC's new platform, MLC Wrap, draws on the popular features of its existing Navigator and MasterKey Custom platforms to appeal to a broader adviser base. MLC Wrap is presented as a full service platform, complete with self-managed superannuation fund ...

Ratings firm expands fund coverage

ELISE BURGESS  |  THURSDAY, 27 JAN 2011
Investment research house Morningstar has started its closed-end funds (CEFs) analyst coverage of 30 individual funds, with plans to expand its qualitative analyst research reports to listed investment companies (LICs) in Australia. As part of the coverage ...

Asset Super mulls merger

RUTH LIEW  |  MONDAY, 24 JAN 2011
The chief executive of Asset Super said the fund is open to merger talks and has already been approached by several super funds, ahead of a new three-year strategy that starts this year. "We announced last year that we had five funds approach us directly ...

Mobile internet tools take flight

RUTH LIEW  |  MONDAY, 24 JAN 2011
From iPads to the BlackBerry Playbook, global shipments of portable internet devices based on "lite" operating systems will hit 150 million per year in four years - making it more important than ever that advisers get on board the tech revolution. New ...

Aust Unity sets its sights on instos

RUTH LIEW  |  MONDAY, 24 JAN 2011
Australian Unity Investments is ramping up its institutional strategy this year. Martin Hession, head of property at AUI, said at a lunch last week that winning institutional mandates would be a key part of the firm's agenda this year, after having ...

Hedge research warns against poor risk analytics

ELISE BURGESS  |  MONDAY, 24 JAN 2011
... terms of hedge funds, it appears that a number of US investors will return after the survey found 54 per cent of respondents plan to increase target allocations to hedge funds over the next year. This is over three-and-a-half times the percentage giving ...

More tax changes needed to aid local funds: BDO

MEDIA RELEASE  |  FRIDAY, 21 JAN 2011
... disclosure. Though the Government proposes to address the permanent establishment issue, it is clear that it does not immediately plan to resolve the source issue. This will be especially important where the fund manager transacts in ASX-listed securities ...

FSA ups ante on advice

ELISE BURGESS  |  FRIDAY, 21 JAN 2011
... cent of UK advisers already meet, according to the FSA. "Today's policy statement gives advisers the certainty they need to plan ahead for the RDR, whether that involves establishing a new business model based on adviser charging, working towards new ...

Hillross awards top adviser

ELISE BURGESS  |  FRIDAY, 21 JAN 2011
Illawarra-based financial adviser, Dianne Chalk, has been awarded the 2010 Hillross Adviser of the Year while Arrive Wealth Management (South East Queensland) wins Hillross Advisory Firm of the Year. Chalk has worked as an adviser for 25 years and a ...

China no slow

BENJAMIN ONG  |  FRIDAY, 21 JAN 2011
"You're nothing without me A no one who'd go undefined You wouldn't exist You'd never be missed." US President Obama might have as well be singing these lyrics from the "City of Angels Musical" when, according to the Australian Financial Review, he ...