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Showing 1381 - 1390 of 3289 results for "Smith"

New Fortnum advice business targeting accountants

MARK SMITH  |  WEDNESDAY, 12 NOV 2014
Independently-owned advisory firm Fortnum Financial Group has launched a new business targeting accountants aiming to become licenced to provide financial advice. Fortnum Professional Strategies will provide class of product licensing as well as education ...

NAB AM buys stake in UK fund manager

MARK SMITH  |  TUESDAY, 11 NOV 2014
NAB Asset Management has taken an approximate 40% stake in newly-founded London-based fund manager Intermede Investment Partners. Intermede is an active global equities manager with a focus on investing in listed mid and large capitalisation companies. ...

Bond experts reiterate need for flexible duration strategy

MARK SMITH  |  TUESDAY, 11 NOV 2014
Managing duration is the key to reducing risk as the 30-year bond market bull-run comes to a close, according to a number of fixed income experts. Interest rates in many countries reached historical lows in recent years as central banks aggressively ...

BT offers wholesale funds to retail platform clients

MARK SMITH  |  TUESDAY, 11 NOV 2014
BT Financial Group has made a new series of over 30 of its wholesale funds available only to retail investors on the company's platforms. The Wholesale Plus Funds series includes some of the best-rated and most popular wholesale funds in all the major ...

Zurich promotes Australian CEO, names new local head

MARK SMITH  |  MONDAY, 10 NOV 2014
Zurich Financial Services Australia has given the current chief executive of its life and investments business, Colin Morgan, the role of chief executive of its global life division for the Asia Pacific region. In this role Morgan will assume responsibility ...

SMEs embracing accounting in the cloud

MARK SMITH  |  MONDAY, 10 NOV 2014
The overwhelming majority of small and medium-sized enterprises (SMEs) intend to increase expenditure on cloud accounting technology in the near future, according to a recent survey by Wolters Kluwer. A whopping 96% of respondents said they intended ...

EY appoints family office specialist

MARK SMITH  |  MONDAY, 10 NOV 2014
EY has appointed a new partner to lead its Oceania family office services practice. Richard Boyce has more than 24 years' experience advising high-net-worth individuals and families including in establishing and running family offices. As a fifth-generation ...

SSgA warns of equity market complacency

MARK SMITH  |  MONDAY, 10 NOV 2014
The head of State Street Global Advisors' (SSgA) top performing Australian equity team has warned investors against complacency as the fund manager's flagship Active Australian Equities Fund celebrates its fifth anniversary. SSgA Asia-Pacific head of ...

Sophisticated investor register launched

MARK SMITH  |  THURSDAY, 6 NOV 2014
A new online investor registry, aimed at modernising the compliance process for certifying sophisticated and wholesale investors, has been launched by Sophisticated Access (SA). The real-time registry, known as Cygura, is for investors and their accountants ...

BetaShares launches new equity income fund

MARK SMITH  |  THURSDAY, 6 NOV 2014
Exchange traded fund (ETF) provider BetaShares is targeting SMSF investors and retirees with the launch of a new yield-focused ETF. The BetaShares Australian Dividend Harvester Fund (managed fund), will trade under the ASX code "HVST". It seeks to maximise ...