Search Results | Showing 121 - 130 of 637 results for "houses" |
| | | ... licensed by ASIC and are subject to best interest obligations. The report did, however, state that supply-side research houses create conflicts of interest as they are remunerated by the fund managers they rate. "This creates incentives to give positive ... |
| | | | ... specialist and is also a member of the Warakirri Investment Committee and manages the Warakirri Cash Deposits Trust. "Research houses and investment consultants play an important role in our industry and across our client base," Warakirri head of distribution ... |
| | | | ... a whole new cohort ready and willing to use managed accounts, particularly as more are brought to market by the larger houses," Morris said. Over the last 12 months, Praemium has recorded 55% of new managed accounts as dealer group-driven while 45% is ... |
| | | | ... conscious of the need to inform and educate the advice community on RI, so the ERIG Index website has a knowledge library which houses a variety of informative papers and links to webinars provided by Evergreen, their business partners and fund manag ... |
| | | | ... of distribution Adam Myers said the recommended ratings awarded on the initial review by these highly regarded research houses supports our conviction in the high quality and unique capability of the investment teams that have been charged with the responsibility ... |
| | | | ... features, such as insurance. According to the notes, there is also confusion around whether the requirements apply to clearing houses. ASIC confirmed clearing houses are caught by the DDOs, but said it welcomes industry views on this and will continue ... |
| | | | ... property new development is part of its policy to encourage investment in the sector aimed at increasing the supply of new houses and thus, relieve escalating house prices. But demand for residential property continues to grow faster, underpinned by ... |
| | | | ... project saw 38,827 client accounts and about $5 billion funds under administration (FUA) being migrated onto Evolve. Evolve houses IOOF Essential, which is for multi-manager funds, and eXpand, which allows financial advisers to custom-build portfolios. ... |
| | | | ... the Australian wealth market and manage the team responsible for relationships with retail asset consultants and research houses. "As we evolve our business to reflect changing market dynamics and client needs, we are pleased to be able to promote from ... |
| | | | ... therapists and the like. The financial advice component should be amended in terms of the product rating process. Rating houses should work with licensees and amend the product ratings process to ensure that the contribution of a feature to the rating ... |
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