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Showing 1261 - 1270 of 1613 results for "Recommended"

Unlisted property continue to pose liquidity headaches

JOHN KAVANAGH  |  FRIDAY, 22 JAN 2010
... redemptions has forced planners to reconsider the place of those assets in their clients' portfolios. Many have already recommended to their clients that they make use of any redemptions on offer and restore the balance of liquidity in their portfolios. ...

Market Wrap - Morning

AAP  |  FRIDAY, 22 JAN 2010
... was up 7.01 points at 3,158.86. WELLINGTON - The prices of listed property trusts fell after the Tax Working Group recommended the Government consider a land tax and removal of depreciation allowances on buildings. Overall, the New Zealand share market ...

Johnson Report maps out new world order

MICHELLE BALTAZAR  |  FRIDAY, 15 JAN 2010
... international companies that are using Australia as a regional base from which to manage offshore assets. The Forum has also recommended that the government can improve Australia's access to offshore funding and interest rates by making changes to withholding ...

ASIC bans planner pushing dodgy docos

ASIC RELEASE  |  THURSDAY, 14 JAN 2010
... business associated with Dollarforce. ASIC's investigation found that between July 2005 and September 2007, Fuoco recommended various financial products offered by companies in Dollarforce to clients of Elite. In some cases, he did not have a reasonable ...

BT adds oil and gold to super portfolios

MICHAEL HOBBS  |  WEDNESDAY, 13 JAN 2010
... available across BT's suite of superannuation products. Among the key changes, the group's internal research team recommended a direct exposure to commodities (from zero allocation to 4 per cent) as a hedge against a number of geopolitical risks. "In ...

AQR receives strong ratings

COMPANY RELEASE  |  WEDNESDAY, 16 DEC 2009
... strong ratings from Standard & Poor's Fund and Zenith Partners for the AQR Wholesale DELTA Fund. Zenith assigned a 'Recommended' rating to the fund, noting within its report "The key attraction of the fund for investors is the ability to get access to ...

GSJBWAM Aussie equities wins rating upgrades

MICHAEL HOBBS  |  WEDNESDAY, 16 DEC 2009
... another rating upgrade from Lonsec. Lonsec upgraded the GSJBW Australian equities portfolio from 'investment grade' to 'recommended'. This is the second upgrade the Australian equities team has received from Lonsec. Phil Gardner, head of distribution ...

Zenith rates Antares Lodestar fund 'recommended'

COMPANY RELEASE  |  FRIDAY, 11 DEC 2009
Zenith Investment Partners has rated the Antares Lodestar Australian Absolute Return fund 'recommended'. The fund is managed by nabInvest boutique, Lodestar Capital Partners, and uses a stock screening process that involves quantitative analysis and ...

ASIC presses on with Westpoint compensation

ASIC RELEASE  |  MONDAY, 30 NOV 2009
... settlement of proceedings is subject to the approval of the court. The compensation related to financial advice which recommended clients invest in York Street Mezzanine, a company within the failed Westpoint Group. It is the third settlement ASIC has ...

The downside of Ripoll

MICHELLE BALTAZAR  |  TUESDAY, 24 NOV 2009
... statutory fiduciary duties, which clearly defines by law what the planner's responsibilities are, as opposed to the recommended common law fiduciary duties, where an investor has to go through lengthy court trials to prove a breach. "It's easy to claim ...