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Showing 1721 - 1730 of 2662 results for "SEPA"

Research houses flag 'rating shopping' to advisers

MARK SMITH  |  MONDAY, 15 JUL 2013
Research houses Zenith, van Eyk and Morningstar will make it easier for advisers to see when a fund manager pulls out of the rating process following new regulatory guidelines aimed at preventing investment houses from shopping around for favourable ...

SMSFs urged to consider transparent alternatives to managed funds

JAMES FERNYHOUGH  |  WEDNESDAY, 10 JUL 2013
Self-managed superannuation fund (SMSF) investors wanting to delegate management, but also wanting to keep tabs on their investments, are being urged to consider separately managed accounts (SMAs) and managed discretionary accounts (MDAs). SMSF solution ...

Lonsec shuts door on rating 'shopping' with new rankings

MARK SMITH  |  THURSDAY, 4 JUL 2013
Research house Lonsec has added two new ratings, including one which gives greater transparency for instances where a product is removed from the rating process - a practice used by managers to avoid unfavourable ratings. From 1 July, new Australian ...

New Treasurer Bowen takes control of financial services and super

JAMES FERNYHOUGH  |  MONDAY, 1 JUL 2013
Chris Bowen will take over responsibility for the financial services and superannuation portfolio from Bill Shorten, as part of his responsibilities as treasurer. Previously a separate portfolio with a separate minister (Shorten), Prime Minister Kevin ...

Ready for another take off

BENJAMIN ONG  |  FRIDAY, 28 JUN 2013
Are you thinking what I'm thinking? Is this a dead cat bounce or the early stages of another move higher? To be sure, it's only been three days...three straight days that the S&P 500 has turned its downtrend into a trend upwards. Even accounting for ...

HUB24 adds Perpetual SMA to platform

LAURA MILLAN  |  THURSDAY, 27 JUN 2013
The HUB24 platform has added Perpetual Investments to its list of Separately Managed Account (SMA) managers. The Perpetual Direct Equity Alpha Portfolio is now available through the HUB24 platform. Perpetual joins HUB24, which has over 150 of SMA managed ...

Market Wrap

AAP  |  THURSDAY, 27 JUN 2013
The Australian market has opened higher following a surge on Wall Street where weak economic news continues to mean good news for share markets. Investors took the US Commerce Department's slashing of first-quarter economic growth projections as a sign ...

Robbie Bennetts takes stake in Beacon

MARK SMITH  |  THURSDAY, 27 JUN 2013
Former Professional Investment Services (PIS) managing director Robbie Bennetts will take a stake in recently formed independent dealer group Beacon Financial Group. He will provide the firm access to tools developed by his consultancy business Robbie ...

Morphic receives Lonsec approval

MARK SMITH  |  WEDNESDAY, 26 JUN 2013
The Morphic Global Opportunities Fund (MGOF) has been awarded an 'Investment Grade' rating from Lonsec. Launched 10 months ago by two former Hunter Hall investment managers, Jack Lowsenstein and Chad Slater, the fund now has $30 million under management ...

The great unwind

BENJAMIN ONG  |  FRIDAY, 21 JUN 2013
"...And then I go and spoil it all by sayin' something stupid like 'we'll taper soon'." Sorry to spoil your immortal classic Frank (Sinatra) but "I love you" just doesn't apply to Ben Bernanke right now. Not with the trashing the equity markets, the ...