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Showing 1271 - 1280 of 1616 results for "Recommended"

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 ...

Ripoll recommends investor compensation fund

MICHAEL HOBBS  |  TUESDAY, 24 NOV 2009
... might be designed to ensure they are fair and equitable across the industry," said the PJC report. Meanwhile, the PJC recommended the Corporations Act be amended to include a fiduciary duty for financial advisers and payments from financial product manufacturers ...

Planners brace for fiduciary revolution

ALEX DUNNIN  |  TUESDAY, 24 NOV 2009
... industry in effecting this transition," noted the Report. To police this much tougher professional standard, the Report recommended ASIC significantly lift its adviser policing activities through expanded shadow shopping programs and that adviser education ...

Bans and charges for advisers: ASIC

ASIC RELEASE  |  FRIDAY, 20 NOV 2009
... conduct while he was employed by S.M.S.F Consultants to provide technical superannuation advice to SMSF trustees. Dangar recommended investments in Morris Finance and NSW Finance & Leasing to SMSF clients without disclosing that he was a director of ...

Cbus adds ESG into investment contracts

MICHAEL HOBBS  |  TUESDAY, 17 NOV 2009
... Private Equity & Venture Capital Association (AVCAL) Responsible Investment Steering Committee. The committee has recommended their members sign the United Nations Principles for Responsible Investment (UN PRI) and a number of private equity managers ...

RARE wins top Zenith rating

COMPANY RELEASE  |  MONDAY, 16 NOV 2009
The RARE Infrastructure Value fund gets a "highly recommended" rating from Zenith. The firm's infrastructure sector review assessed four international and one emerging markets funds. One fund was not reviewed from the initial universe of six products. ...

What gets measured, gets done

MICHELLE BALTAZAR  |  FRIDAY, 13 NOV 2009
... result is never fully evaluated and the expected outcomes are based on historic data or past events. By contrast, he recommended a " portfolio approach" where trustees require all special projects to be fully evaluated on completion and the expected ...

S&G settles claims for CBA Storm clients

COMPANY RELEASE  |  FRIDAY, 30 OCT 2009
... scheme's expert independent panel before any further offers are made, as it has become clear earlier offers could not be recommended by the law firm to its clients. Graham Abbott from the Sunshine Coast invested $500,000 through Storm and is one of the ...