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Showing 1321 - 1330 of 2042 results for "TAI"

AIOFP to provide Instreet structured products

LAURA MILLAN  |  WEDNESDAY, 12 JUN 2013
The Association of Independently Owned Financial Professionals (AIOFP) has partnered with Instreet Investment to offer structured products to its members. The partnership is a response to the growing investor demand for tailored financial products that ...

Macquarie Wrap launches FDS

LAURA MILLAN  |  WEDNESDAY, 12 JUN 2013
Macquarie Wrap has launched a fee disclosure statement (FDS) functionality ahead of the start of the Future of Financial Advice (FoFA) reforms. The new functionality allows advisers to customise their statement to align with the services they provide ...

Credit Suisse launches SIV portfolios

MARK SMITH  |  FRIDAY, 7 JUN 2013
Credit Suisse Private Banking has launched two new investment portfolios developed specifically for Significant Investor Visa (SIV) applicants. The Private Bank has also established a dedicated SIV desk, specifically focused on inbound enquiries, with ...

Legg Mason $100m mandates add to IOOF value approach

MARK SMITH  |  WEDNESDAY, 5 JUN 2013
IOOF's decision to award Legg Mason $100 million across two mandates was based on a desire to differentiate its offering from other manager and supplement existing out-of-favour value strategies, said IOOF chief investment officer Steve Merlicek. IOOF ...

Out of sight, out of mind

BENJAMIN ONG  |  FRIDAY, 31 MAY 2013
Phew! About time, I say. About time that Wall Streeters put two and two together. The rationale behind last night's higher close on Wall Street suggests that players have finally made the connection. That is disappointing economic data equals no Fed ...

William Blair targets super fund investors with 'game theory'

MARK SMITH  |  TUESDAY, 28 MAY 2013
Chicago-based asset manager William Blair's head of dynamic allocation strategies Brian Singer has been in Australia promoting the firm's Macro Allocation Fund to institutional investors. The strategy is centred on the investment philosophy of 'game ...

Careful of the recession you wish for

BENJAMIN ONG  |  MONDAY, 27 MAY 2013
More often than not, it's good to know that one is in good company. I bet not a few of you gentle readers believed more the "Fed would unwind soon" headlines than this column's musing that, "that time is not yet". Yeah, the equity markets' performance ...

AllianceBernstein launches tail risk protection strategy

MARK SMITH  |  FRIDAY, 24 MAY 2013
Tail risk, or the risk of suffering losses greater than statistically normal ranges, is a much greater threat to portfolios than volatility, global asset manager AllianceBernstein warns. Tail risk takes its name from the shape of the bell curve, in ...

MySuper puts focus on active tax management investing

MARK SMITH  |  THURSDAY, 23 MAY 2013

Smartphone apps could increase super engagement

JAMES FERNYHOUGH  |  TUESDAY, 21 MAY 2013
Half of all members are not engaged with their superannuation, according to the latest research by CoreData. However, around 50% of younger members - and a third of all respondents - said they would be more engaged if their fund offered a smartphone ...