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Showing 1211 - 1220 of 2042 results for "TAI"

BNY Mellon parts ways with investment strategist

MARK SMITH  |  FRIDAY, 3 OCT 2014
BNY Mellon Investment Management vice president of intermediary relationships and investment strategist Brigette Leckie has left the business, a spokesperson has confirmed. Leckie joined the company in July 2012 and was responsible for the expansion ...

Poor advice forces changes to SMSF practice

LAURA MILLAN  |  THURSDAY, 2 OCT 2014
A self-managed super fund (SMSF) advice business has been forced to improve its advice processes over concerns that it was providing poor advice to clients. Melbourne-based Interprac Financial Planning agreed to address concerns from the Australian ...

Tight regulation getting in the way of digital advice: Minter Ellison

LAURA MILLAN  |  MONDAY, 22 SEP 2014
Advisers are being prevented from using sophisticated online tools to provide tailored information to their clients due to tight regulation, and instead can only use simple tools, Minter Ellison said. "While [the Australian Securities and Investments ...

HOSTPLUS to launch lifecycle option

JAMES FERNYHOUGH  |  FRIDAY, 19 SEP 2014
Industry super fund HOSTPLUS will launch a lifecycle investment option next year, becoming one of the few industry funds to do so. Speaking in Sydney yesterday, HOSTPLUS chief executive David Elia said the new investment option will tailor its investment ...

Hedge fund allocators pick unstable funds

MARK SMITH  |  FRIDAY, 19 SEP 2014
In terms of hedge fund size, there is a sweet spot in which it is easiest to operate, but which the vast majority of allocators are ignoring, according to FRM chief investment officer Keith Haydon. Addressing representatives of the Australian and global ...

Expand PLS to all age pensioners: TAI

ALEX DUNNIN  |  THURSDAY, 18 SEP 2014
... age pensioners who need an easy way to increase their retirement income, said a leading think tank. The Australia Institute (TAI), a progressive think tank based in Canberra, has just released a research paper titled ' Boosting retirement incomes the ...

IOOF embeds insurance panel to platform

LAURA MILLAN  |  MONDAY, 15 SEP 2014
The IOOF Pursuit platform has launched a panel of retail insurers that advisers can choose from when looking for tailored offerings for their clients. AIA Australia's Priority Protection, TAL's Accelerated Protection and Zurich's Wealth ...

Macquarie adds SMA option to platform wrap

LAURA MILLAN  |  THURSDAY, 11 SEP 2014
Macquarie has launched separately managed accounts (SMAs) as an investment option on its platform, the Macquarie Wrap. This will allow advisers and their clients to access an extensive range of SMAs, managed by investment managers and covering a range ...

AAP offers PI insurance for independent advisers

LAURA MILLAN  |  WEDNESDAY, 27 AUG 2014
Centrepoint-owned Associated Advisory Practices (AAP) is offering a professional indemnity (PI) insurance product tailored for independent financial advisers. The solution was launched earlier this year and since then average renewal premiums have lowered ...

Aligned licensees could be renamed "restricted advice" groups

LAURA MILLAN  |  WEDNESDAY, 27 AUG 2014
Advice groups tied to a product manufacturer could be required to be renamed "restricted advice" businesses, instead of the current 'aligned' or 'institutionally-owned' labels, the Australian Securities and Investments Commission (ASIC) proposed. The ...