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Showing 1241 - 1250 of 2257 results for "Roll"

Infocus to provide advice to First Super members

LAURA MILLAN  |  MONDAY, 13 APR 2015
Industry Fund Services (IFS) and dealer group Infocus Wealth Management will provide full financial advice services to First Super members. Under the arrangement, Infocus' financial advisers based in Adelaide will travel to locations around South Australia ...

Perpetual appointed RE for Regal

DARREN SNYDER  |  THURSDAY, 9 APR 2015
Perpetual has been appointed responsible entity (RE) of the retail feeder fund for Regal Funds Management's Australian Long Short Equity Fund following a unitholder meeting in March. The appointment followed the retirement of Ascalon Capital Managers ...

Invesco launches multi-asset targeted return fund

MARK SMITH  |  WEDNESDAY, 8 APR 2015
Invesco has launched its multi-asset Global Targeted Returns Strategy to the local market. The Fund, which opened on 27 February, targets a gross return of 5% over the Bloomberg AusBond Bank Bill Index (cash +5%) over a rolling, three-year period. Crucially ...

Lonsec launches product rating tools for advisers

ALEX BURKE  |  WEDNESDAY, 1 APR 2015
Lonsec has launched BIOmetrics, a suite of product rating tools which facilitate more client-specific product selection. The tools divide products into three categories: "Features and Benefits", "Aggregated Risk" and "Cost". Each category has sub-metrics. ...

MetLife to roll out rehab program for disability claimants

ALEX BURKE  |  MONDAY, 30 MAR 2015
MetLife Australia is trialling a rehabilitation program for disability claimants with physical and psychological disorders. The Reactivate Program was developed by enRich Training & Development chief executive Ian Stephens and is designed to, in a MetLife ...

MTAA and Prime Super buy stake in European trains

LAURA MILLAN  |  FRIDAY, 27 MAR 2015
Whitehelm Capital has invested $110 million in European train leasing company Alpha Trains Holdings on behalf of MTAA Super, Prime Super and a third institutional investor. The infrastructure manager led the majority investment into the junior debt ...

CBA rolls out IRESS systems to all advice groups

LAURA MILLAN  |  WEDNESDAY, 11 MAR 2015
Commonwealth Bank (CBA) has extended the use of its IRESS technology solutions to all of its financial planning groups. IRESS was already deployed within CBA-owned Count Financial and the Commonwealth Bank's Business and Private Bank. The new agreement ...

Retail super bounces back

STAFF WRITER  |  THURSDAY, 5 MAR 2015
The SelectingSuper MySuper (ie Workplace) rolling 12 month performance index made a remarkable recovery during January as it surged 320 basis points to reach 11.5%, with retail MySuper products stretching their short term segment lead to 0.7%. Three ...

IFS opens unlisted infrastructure assets to retail investors

MARK SMITH  |  MONDAY, 23 FEB 2015
IFM Investors' unlisted Australian infrastructure fund can now be accessed by retail investors, via a vehicle managed by Industry Fund Services (IFS) The IFS Infrastructure Investment Model pools retail investors' funds and then invests them in the ...

Ball rolling in Wilson HTM spin-off deal

MARK SMITH  |  MONDAY, 23 FEB 2015
Wilson HTM Securities will be sold to a combination of existing staff, Deutsche Bank and Craigs Investment Partners before the year is out. Under the proposed deal, Wilson HTM Investment Group (WIG) will transfer its shareholdings in the Securities ...