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Showing 12201 - 12210 of 19601 results for "RIS"

Certitude to access Threadneedle global income fund

MARK SMITH  |  MONDAY, 19 NOV 2012
Certitude Global Investments has launched a new equity offering to the Australian market which derives its returns from a portfolio of dividend paying companies worldwide. The new Australian registered scheme will be called the Threadneedle Global Equity ...

Two boutiques merge to target SMEs

MARK STORY  |  MONDAY, 19 NOV 2012
Two established boutique practices in the financial services industry, Neil White Financial Services and Ellingworth Pearce and Associates have joined forces to form Next Step Financial Strategies. Bringing together White's 20-plus years' experience ...

EQT equity fund highly rated by Lonsec

MARK SMITH  |  MONDAY, 19 NOV 2012
Equity Trustees Limited's (EQT) Australian equities fund has been given a 'Recommended' rating by Lonsec. This was the first time the EQT Wholesale Flagship Fund had been rated by the research house. In its report Lonsec made particular reference to ...

Investor cash obsession worries wealth creators

MARK SMITH  |  MONDAY, 19 NOV 2012
Despite growing speculation that the next bull market run is just around the corner, historically low interest rates, and a call by RBA governor Glenn Stevens for investors to return to shares, investors' remain unwaveringly committed to cash. Following ...

Worried about the US? Buy US Treasuries

BENJAMIN ONG  |  MONDAY, 19 NOV 2012

Adviser retraining delivers in spades: BT

MARK STORY  |  FRIDAY, 16 NOV 2012
A mentoring and retraining programme that's been rolled out to half the 450 financial advisers within the BT-owned dealer group, Securitor has already delivered a significant revenue (fees-based) boost after one year. Dubbed 'taking back control', Matt ...

Financial advisers recognised for social media strategy

STAFF JOURNALIST  |  FRIDAY, 16 NOV 2012
Financial adviser Charles Badenach from Shadforth Financial Group won this year's Financial Standard Social Media Influence, Leadership + Excellence (SMILEYS) Scholarship, at an award ceremony yesterday. Other awards winners included Aaron Zelman who ...

Male clients miffed with advisers

BEN COLLINS  |  FRIDAY, 16 NOV 2012
Clients' satisfaction with their financial adviser has declined over the last six months, largely driven by men, according to the latest Lifeplan ICFS Financial Advice Satisfaction Index. It is the first time since 2007 when the survey was started ...

Asset consultants influence to grow amid industry change

MARK SMITH  |  FRIDAY, 16 NOV 2012
Despite pressure on fees from a consolidating super industry, a combination of regulatory reform, increasing demand for less conventional assets and a rise in the amount of money going into super savings will magnify fund managers over-dependence on ...

Retirement solution upside for investment managers: Oliver Wyman

MARK STORY  |  FRIDAY, 16 NOV 2012
An expected doubling of post-retirement funds under management (FUM) from 8% in 2010 to 16% by 2020, represents golden opportunities for investment managers, Jacob Hook of Oliver Wyman Financial Services advised delegates at IMCA's (Investment Management ...