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Showing 1801 - 1810 of 2042 results for "TAI"

MLC adopts paraplanning referral service

MICHAEL HOBBS  |  MONDAY, 14 JUL 2008
Financial services firm MLC is dropping its paraplanning strategy with ThreeSixty and moving its financial planning service to a referral model. MLC set up ThreeSixty in 1999 and has been using the business for all its paraplanning requirements. This ...

Focus on value not fees: AFA

RUTH LIEW  |  FRIDAY, 4 JUL 2008
The Association of Financial Advisers (AFA) has put its foot down that advisers' commissions should not be abolished because the existing system promotes choice and value among clients. AFA national president Dennis Bateman stated that mandating a single ...

Everest B&B wins $200m Sunsuper mandate

MICHAEL HOBBS  |  FRIDAY, 27 JUN 2008
Sunsuper awarded Everest Babcock & Brown a $200 million mandate to construct an absolute return fund for the super fund. Jeremy Reid, Everest Babcock & Brown chief executive, said the Sunsuper mandate represented the firm's first Australian institutional ...

HSBC opens wholesale wealth mgmt Down Under

RUTH LIEW  |  THURSDAY, 26 JUN 2008
Banking giant HSBC, which runs a $414 billion-plus investment management arm, is setting up a wholesale wealth management business in Australia. HSBC's newest business will be led by ex-Barclays Global Investors head of sales, consulting relationships ...

Financial Simplicity launches Open Edition

RUTH LIEW  |  THURSDAY, 19 JUN 2008
Managed account provider Financial Simplicity has released an 'Open Edition' technology toolkit tailored for platforms and distribution groups looking to offer their own managed account products. Financial Simplicity claims its toolkit allows each provider ...

UBS launches soft com and Asia prod

MICHAEL HOBBS  |  FRIDAY, 6 JUN 2008
UBS launched its Global Access Fund to provide self managed super funds and other investors exposure to the soft commodities and the emerging markets. The UBS Global Access Fund is a structured product that provides exposure to the UBS Bloomberg CMCI ...

Planners to focus on income: GVI

RUTH LIEW  |  THURSDAY, 29 MAY 2008
Financial advisers are focusing on the 'income' component of total returns as a major driver when it comes to tailoring their client portfolios, a new survey shows. According to a nationwide survey of over 300 financial advisers conducted by Global ...

CommSec extends its reach

WWW.THESHEET.COM  |  FRIDAY, 23 MAY 2008
Commonwealth Bank executive general manager for private client services, Edward Tait, describes the bank's online brokerage CommSec as a financial services supermarket. At an analysts' briefing yesterday Tait outlined plans to stock the supermarket ...

ABN AMRO launches Altera

RUTH LIEW  |  THURSDAY, 22 MAY 2008
ABN AMRO has launched Altera Securities, a five-year structured investment that provides equal exposure to emerging markets, global infrastructure and commodities with the security of a 100 per cent capital guarantee. The fund will provide exposure ...

Market Wrap - Morning

AAP  |  WEDNESDAY, 7 MAY 2008
The Australian stock market is expected to open firmer on the back of a positive finish on Wall Street overnight and a surge in metals prices. At 0730 AEST, on the Sydney Futures exchange, the June share price index was up 44 points at 5,761. In equities ...