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Showing 12751 - 12760 of 22869 results for "Funds"

YBR Smarter Money receives rating upgrade

MARK SMITH  |  THURSDAY, 26 JUN 2014
... generating strong performance over one and two year periods and since inception." The consultant advises a range of large super funds and investment platforms. Yellow Brick Road chief executive Matt Lawler said that with the RBA cash rate at a record ...

Super funds procrastinate on holdings disclosure

JAMES FERNYHOUGH  |  THURSDAY, 26 JUN 2014
Super funds are not treating the looming reality of portfolio holdings disclosure as a priority, according to BNP Paribas Securities Services' chief administration officer Daryl Crich. Speaking to media this week, Crich said: "I don't think it is front ...

Morningstar re-jigs Australasian team

HARRY PAGE  |  THURSDAY, 26 JUN 2014
... committed to continuing to provide investors and advisers with independent, timely research on Australian and New Zealand funds." Morningstar has also appointed Chris Douglas to the newly created role of director of the American regional data team. He ...

Retail funds also guilty of 'Compare the Pair' vagueness

JAMES FERNYHOUGH  |  THURSDAY, 26 JUN 2014
... ruling by the Australian Securities and Investments Commission (ASIC) over use of the term 'average' in reference to super funds. Both BT Super for Life and ANZ Smart Choice Super have used the word 'average' in recent advertisements without clarifying ...

Bank cross-sell growing but slowly

ALEX DUNNIN  |  THURSDAY, 26 JUN 2014
While industry funds fear banks are targeting them to boost wallet share of their customers, research from Roy Morgan reveals banks lose more of their customers' business to other banks. According to the research, Roy Morgan found that the Big 4 retail ...

Vision Super merges its two funds

JAMES FERNYHOUGH  |  WEDNESDAY, 25 JUN 2014
Victoria-based superannuation funds Vision Super Fund (VSF) and Local Authorities Superannuation Fund (LASF) have announced they will merge. The two funds already share the same trustee and the same branding (Vision Super), but are registered as two ...

Momentum for mFund service gathering despite uncertainty

MARK SMITH  |  WEDNESDAY, 25 JUN 2014
... momentum building for investors to transact through the ASX's mFund Settlement Service. The group says applications for funds provided by two of its clients, PIMCO and Armytage Private Funds, are being made through its stock broking business Baillieu ...

MDA provider makes debut on ASX

LAURA MILLAN  |  WEDNESDAY, 25 JUN 2014
... subscription and already has 25 clients and "a solid pipeline of new business." The independent provider has over $1 billion in funds under advice and is on track to achieve a pre-tax profit of $324,000 for the current financial year. The company has ...

ISA to change Compare the Pair ads

JAMES FERNYHOUGH  |  TUESDAY, 24 JUN 2014
... Super Fund' "by providing details about the samples used in the comparison, including the number of retail and industry funds in the samples." Ads will also include a voiceover clarifying that past performance is not a reliable indicator of future performance. ...

MySuper flips members out of millions: CSSA

JAMES FERNYHOUGH  |  TUESDAY, 24 JUN 2014
... being paid to advisers. The CSSA represents financial advisers who specialise in advising employers on picking default super funds. Their business model has traditionally been heavily reliant on commissions. Financial Standard is waiting for confirmation ...