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Showing 1321 - 1330 of 1665 results for "Responsibility"

Planners upscale with managed accounts

MICHELLE BALTAZAR  |  THURSDAY, 5 MAY 2011
... is currently reviewing the legislation relevant to Managed Discretionary Account (MDA) licensing. "The onus of responsibility on planners is much higher because of the transparency of these products," said Jeff Mitchell, senior investment consultant ...

Advisers sacked, fees halved in "doom" scenario

ALISON BEVEGE  |  MONDAY, 2 MAY 2011
... more simple needs around a particular product." Klipin said even if the report was right, Minister Shorten had a responsibility to release modelling of the impacts of FOFA, in areas such as client access.

UBS staff gone, ratings on hold

ALISON BEVEGE  |  MONDAY, 18 APR 2011
... fund. Stephen Wood, executive director and portfolio manager, who has been with UBS for 17 years, has been given responsibility for the management of the fund, UBS said today. "Stephen has over 20 years investment experience... his ongoing involvement ...

BT targets advisers with contribution tracker

MATT WOODINGTON  |  TUESDAY, 29 MAR 2011
... advisers to avoid negligence is to shift liability to the client in a "call to arms about the client's personal responsibility." "The planning profession needs to get the message out there - planners must tell the public and for goodness sake, do it ...

CFS GAM resources team lose two analysts

ELISE BURGESS  |  FRIDAY, 25 MAR 2011
... Kuzmanovic, with plans to hire at least two new team members. Portfolio manager Todd Warren has assumed management responsibility for the global resources long/short product. Warren has more than five years experience as a portfolio manager and has been ...

Church ministers urged to save

MATT WOODINGTON  |  THURSDAY, 24 MAR 2011
... Christ ministers in NSW at the start of March to "help pastors understand their own financial needs and to take responsibility for their financial future," said Christian Super CEO, Peter Murphy. Murphy himself gave a presentation at the event, as did ...

VTP mulls management change

ELISE BURGESS  |  MONDAY, 21 MAR 2011
... terminated its current management agreements. If the in-principle agreement goes ahead, the VTP board will take over responsibility of VTP's investment portfolio and administrative functions themselves or through hired professionals although funds would ...

AMP Capital to recruit in infrastructure

MATT WOODINGTON  |  MONDAY, 21 MAR 2011
... to "pursue other opportunities". Craig Noble, global portfolio manager, retains 'ultimate portfolio management responsibility' for the listed infrastructure strategy, while AMP Capital has also added two investment managers. "Recent senior appointments ...

Towers Watson builds investment team

ELISE BURGESS  |  TUESDAY, 15 FEB 2011
... led Mercer's Actuarial Retirement Service Centre in Melbourne and chaired the trustee board which had fiduciary responsibility for KiwiSaver (its master trust) and the New Zealand wholesale funds management business. In addition to Newfield, Towers Watson ...

Apostle picks up $50m, signs H2O

ELISE BURGESS  |  FRIDAY, 4 FEB 2011
... superfunds and master trusts through their expanded bond capabilities. "Under the arrangement, Apostle will assume full responsibility for the marketing of H2O AM's funds and capabilities to local investors," said Karyn West, managing director at Apo ...