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Showing 111 - 120 of 174 results for "Intuit"

Multi-asset funds rated high but risk disappointment

LAURA MILLAN  |  WEDNESDAY, 11 NOV 2015
In light of growing popularity among advisers, research houses have reviewed multi-asset strategies and awarded them high ratings, but warned that they are most at risk of "return disappointment." Morningstar's latest Sector Wrap-Up for multi-asset ...

BT adds active managers to Panorama

LAURA MILLAN  |  MONDAY, 9 NOV 2015
BT has added managed funds by Evans and Partners, UBS Asset Management, Antares and Hyperion to its Panorama platform. Managed funds were launched on Panorama in September, joining cash, term deposits and managed portfolios. The addition of the four ...

BTFG adds managed funds to platform

LAURA MILLAN  |  WEDNESDAY, 9 SEP 2015
BT Financial Group (BTFG) has added over 300 managed funds to its investment platform Panorama. This update offers an open architecture menu with access to funds from over 70 managers across a range of diversified, sector, specialist and wholesale managed ...

The horse still refuses to drink

BENJAMIN ONG  |  FRIDAY, 28 AUG 2015
The tsunami that has swept the financial market world last week right through to Monday has left and gone... and once more, the sun shines and the sky's blue. This means that the Fed can go ahead and lift, right Virginia? More so after last night's ...

PROFILE: J.P. Morgan head of Australia funds David Hallifax

ALEX BURKE  |  WEDNESDAY, 26 AUG 2015
You know the old saying: there's nothing like selling monkey hand-puppets door-to-door to turn you off working in sales forever. David Hallifax was doing odd jobs with a friend to support himself while backpacking around Australia. He'd crossed the ...

BNPP IP launches global fixed income fund

STAFF WRITER  |  MONDAY, 13 JUL 2015
BNP Paribas Investment Partners (BNPP IP) has launched a new single-manager multi-strategy global fixed income fund. The FFTW Absolute Return Fixed Income Trust is provided by BNP-owned Fisher Francis Trees and Watts (FFTW), a global investment management ...

Why SMSFs are attractive to Gen X and Gen Y

DARREN SNYDER  |  FRIDAY, 3 JUL 2015
SelfWealth managing director, Andrew Ward, says customer engagement coming from Gen X and Y self-managed superannuation fund (SMSF) trustees is increasing. Speaking at a recent executive roundtable hosted by Bravura Solutions, Ward said SelfWealth was ...

New kid on the block

BENJAMIN ONG  |  TUESDAY, 9 JUN 2015
"There's talk on the street; it sounds so familiar Great expectations, everybody's watching you... Everybody's talking 'bout the new kid in town." - Eagles Well, not quite yet Virginia but, if recent reports are confirmed there'll be a new kid in the ...

Retirees urged to add stocks

DARREN SNYDER  |  MONDAY, 25 MAY 2015
A recent Milliman paper suggests there is credence to applying an equities strategy when looking to reduce inflation risk during retirement. Looking purely at the S&P 500 Index, the Milliman paper says dividend yield per share over the last decade has ...

Perennial fund rated by Lonsec, Zenith

STAFF WRITER  |  FRIDAY, 27 MAR 2015
The Perennial Wealth Defender Equities Limited has received a 'Recommended' rating from Lonsec and Zenith. The initial public offer for the fund's listing in the Australian Securities Exchange (ASX) opened on March 27 with a minimum raising target of ...