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Showing 1331 - 1340 of 1756 results for "Profile"

Funds ignoring foreign exchange risk

MATT WOODINGTON  |  WEDNESDAY, 29 JUN 2011
... execution when they trade bonds or equities but what about the foreign exchange parts of their portfolios?" he said. With high profile court cases featuring pension funds suing custodians over foreign currency transactions taking place in the US, Australian ...

AMP looks to uni for future planners

ELISE BURGESS  |  TUESDAY, 28 JUN 2011
... than 300 graduates enter into a financial planning career straight from university each year. "This is about lifting the profile of the profession," said Helmich. The program is supported by the Financial Planning Association (FPA) and the Financial ...

Perpetual transitions team around Sevior

ELISE BURGESS  |  THURSDAY, 23 JUN 2011
... experience to handle these senior roles. "The feedback we have been getting from clients is that Williams has got the profile, the investment experience and critically, internally he has the respect of the team."

AMP wins $113m new mandate

ALISON BEVEGE  |  FRIDAY, 17 JUN 2011
... lowest category of "avoid" following the loss of sustainable funds head Michael Anderson. AMP-AXA this week also lost high-profile financial advisory group Haywood Financial Management and Partners to MLC, owned by the National Australia Bank. Neither ...

Customers rate SMSFs the best

ALEX DUNNIN  |  FRIDAY, 10 JUN 2011
... MTAA Super, they ranked number 12 ahead of major retail brands Suncorp, ANZ, NAB, AMP, St George, AXA and Westpac. High profile industry fund HostPlus came in at sixteenth place. "Over the last five years, industry fund members have had higher levels ...

Asgard upgrades eWrap

Asgard has released an extensive range of new features for its eWRAP platform designed to drive greater productivity and profitability by helping advisers to deliver more customised advice for more clients in less time. The enhancements include simplified ...

Aussie downgrades likely as S&P reviews rating system

ALISON BEVEGE  |  TUESDAY, 31 MAY 2011
... ratings will take into account factors including excessive credit growth, asset price bubbles and the system-wide funding profile of a country's banking industry. Fixed interest professionals expect that when the new methods are implemented in the fourth ...

New software simplifies front office broking

ALISON BEVEGE  |  TUESDAY, 31 MAY 2011
... positions while integrating into cash management accounts. They could then see client profiles including portfolio, risk profile, years to retirement and investment preferences, helping them meet the "Know Your Client" compliance obligations. "This will ...

Fixed interest ETFs to fill "massive hole"

MATT WOODINGTON  |  TUESDAY, 24 MAY 2011
The introduction of fixed income products will spark huge development in the Australian ETF market, according to issuers, if as expected, they are authorised later this year. The ASX does not currently allow fixed income products to be listed although ...

Avoca patient on industrials evolution

MATT WOODINGTON  |  THURSDAY, 19 MAY 2011
... doesn't stop us investing in a sector if we see value there," said Campbell. The former UBS managers said the risk return profile of industrials is clearly favourable over resources, noting that many Australian industrial sectors have experienced PE ...