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Showing 101 - 110 of 382 results for Chris Nicholls

To tailor or not to tailor

CHRIS NICHOLLS  |  WEDNESDAY, 3 OCT 2007
Financial planners need to retain control over portfolio construction models or risk drowning in a sea of disorganisation, according to Darren Wise, managing director of Financial Planning Services Australia. He said some planners' desire to tailor ...

Fees drive super switchers

CHRIS NICHOLLS  |  WEDNESDAY, 3 OCT 2007
A new survey from the Investment and Financial Services Association (IFSA) has stated the majority of people who switch funds do so due to brand power and fees. The survey, titled 'Super Decisions: Communicating with Customers and Effective Disclosure' ...

Schroders appoints new equities specialist

CHRIS NICHOLLS  |  WEDNESDAY, 3 OCT 2007
Schroders has appointed former Fidelity executive Oliver Trusler as investment specialist - equities to help deliver a range of new products across Australian and global equity funds. The newly created role parallels the investment specialist - fixed ...

Westpac jumps in to save RAMS

CHRIS NICHOLLS  |  TUESDAY, 2 OCT 2007
Westpac has thrown a lifeline to troubled home loan lender RAMS Home Loans, offering to buy the franchise distribution arm for $140 million in cash. The purchase will include the RAMS brand, franchise network and associated mortgage origination, servicing ...

S&P upgrades Global Value Fund

CHRIS NICHOLLS  |  TUESDAY, 2 OCT 2007
Standard & Poor's Fund Services has upgraded boutique manager Global Value Investors' (GVI) GVI Global Industrial Share Fund to three stars. GVI, a joint venture between Investors Mutual and Treasury Group, is a global equity manager with a dividend ...

Promnitz takes on regional head role

CHRIS NICHOLLS  |  TUESDAY, 2 OCT 2007
Mercer has elevated current Australia and New Zealand chief executive Peter Promnitz to region head for the Asia Pacific to support the company's Asian growth strategy. Promnitz said he is looking forward to the new challenge, having already worked ...

AMPFP appoints new product director

CHRIS NICHOLLS  |  TUESDAY, 2 OCT 2007
AMP Financial Services (AMPFS) has appointed Paul Sainsbury, currently chief operating officer for financial planning, advice and services, as director of product manufacturing, replacing Craig Meller, who has been promoted to managing director of financial ...

RBC Dexia wins $5.6bn custody mandate

CHRIS NICHOLLS  |  TUESDAY, 2 OCT 2007
RBC Dexia Investor Services has won a $5.6 billion (CA$5 billion) custody mandate from fund manager and Insurance Alliance subsidiary IA Clarington Investments. RBC Dexia Investor Services has had a stellar week, winning the custody mandate from fund ...

BlackRock inches closer to global SMA

CHRIS NICHOLLS  |  FRIDAY, 28 SEP 2007
BlackRock Investment Management is currently testing its long-awaited move into international shares. Head of customised portfolios services, Cormac Heffernan, said "We have always stated that international shares will be our next step in product development ...

BlackRock co-founder calls it a day

CHRIS NICHOLLS  |  WEDNESDAY, 26 SEP 2007
BlackRock co-founder and president Ralph Schlosstein has announced his resignation, effective immediately, to pursue "other entrepreneurial interests". While Schlosstein will remain as an advisor until early 2008, the board has promoted Robert Kapito ...