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Showing 1211 - 1220 of 2479 results for "James"

FSC serves boutique with 'surprise' exit fee

JAMES FERNYHOUGH  |  THURSDAY, 22 MAY 2014
The Financial Services Council (FSC) has gone to the courts to force UCA Funds Management (UCA) to pay an $8,000 'resignation fee', a charge the fund claims it knew nothing about. UCA chief executive Michael Walsh told Financial Standard that when in ...

FoFA changes to cost consumers millions

JAMES FERNYHOUGH  |  THURSDAY, 22 MAY 2014
Consumers could be $530 million a year worse off as a result of the proposed amendments to the Future of Financial Advice (FoFA) reforms, a report has found. The report, carried out by Rice Warner and commissioned by Industry Super Australia (ISA) ...

Market Wrap AM

AAP  |  THURSDAY, 22 MAY 2014
... March share price index futures contract was up 23 points at 5,459. In company news on Thursday, building products maker James Hardie releases full year results and Woodside Petroleum holds an investor briefing day in Sydney. There's no economic data ...

Franklin Templeton nabs Deutsche AWM bond specialists

JAMES FERNYHOUGH  |  WEDNESDAY, 21 MAY 2014
Franklin Templeton has added two Australian fixed income specialists to its investment team, both coming from Deutsche Asset & Wealth Management. Chris Siniakov will join Franklin Templeton as managing director, fixed income, while Andrew Canobi will ...

Beware engaged baby boomers, super funds told

JAMES FERNYHOUGH  |  WEDNESDAY, 21 MAY 2014
Increased member engagement could lead to a spike in complaints, according to the Superannuation Complaints Tribunal (SCT) chairperson Jocelyn Furlan. Furlan said this was a particular danger among the baby boomer generation, who have proved some of ...

BT adds new capabilities to wrap platform

JAMES FERNYHOUGH  |  WEDNESDAY, 21 MAY 2014
BT Wrap has added bulk linking and rebalancing to its model portfolio offering in a move it says will allow dealer groups and advisers "to create even greater efficiencies in managing their client portfolios." The new capabilities will allow advisers ...

OneVue acquires SMSF admin business

LAURA MILLAN  |  TUESDAY, 20 MAY 2014
... including client investment and SMSF services manager Peter Renner, senior accountant Salvatore Solano and accountant Adam James," OneVue chief executive Connie Mckeage said. She added that the purchase complements the existing investment administration ...

AMP reduces North Guarantee fees

JAMES FERNYHOUGH  |  TUESDAY, 20 MAY 2014
AMP has reduced the cost of the North Guarantee, allowing investors to shore up investment gains at a lower price. The announcement comes after superannuation fees came under scrutiny in a report by the Grattan Institute, which found Australians were ...

AMG Universal Super rebrands

JAMES FERNYHOUGH  |  TUESDAY, 20 MAY 2014
Superannuation investment platform AMG Universal Super has announced it will rebrand, becoming simply 'AMG Super'. The rebrand, which will come into effect on 1 June 2014, includes a new logo and website. AMG Super general manager Alan Hegerty said ...

New infrastructure fund for SMSFs launches

JAMES FERNYHOUGH  |  TUESDAY, 20 MAY 2014
A new fund dedicated to providing self-managed super funds and high net worth investors with access to unlisted infrastructure has been launched. Chaired by Pacific Hydro director Geoff Coffey, the Infrastructure Partners Investment Fund (IPIF) is a ...