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Showing 1851 - 1860 of 2047 results for "Insight"

Software helps financial advisers pin down most valuable clients

ALISON BEVEGE  |  THURSDAY, 25 AUG 2011
... Robert McCabe, Macquarie Adviser Services head of product and technology for COIN and web, said COIN would provide real insight into planning practices, with a dashboard rich in analytics. Planning practices and advisers who join the system will have ...

CFS Global Asset Management creates new emerging market debt team

ALISON BEVEGE  |  TUESDAY, 23 AUG 2011
Colonial First State Global Asset Management is establishing a new team to invest in emerging market debt. Heading the UK-based team will be Helene Williamson, with 15 years' experience in the sector. Her team of four will be supported by the wealth ...

Behavioural finance pop quiz helps advisers communicate

ALISON BEVEGE  |  MONDAY, 22 AUG 2011
A new quiz-based tool can give financial advisers an insight into their client's investment proclivities, according to resource provider innergi. Money Personality is a questionnaire that takes up to 5 minutes to complete. A report is then emailed to ...

Financial services turn to Twitter

RACHEL DAVIS  |  THURSDAY, 18 AUG 2011
... now committed but, according to recent US research, the majority have fallen for Twitter over rival Facebook. Corporate Insight, a US based strategic marketing and consulting firm for the financial services industry has been monitoring the use of social ...

Hedge fund forum delivers expert speakers next month

ALISON BEVEGE  |  WEDNESDAY, 17 AUG 2011
Financial services professionals will be treated to investment panels and star speakers from the superannuation and hedge fund industries at the Australian Hedge Fund Forum next month. The keynote address will be given by Australian Securities and Investment ...

ANZ gains head of wealth marketing in newly expanded role

ALISON BEVEGE  |  MONDAY, 25 JUL 2011
ANZ has appointed the former general marketing manager of insurance company InsuranceLine as head of wealth marketing in a newly expanded position. Bettina Pidcock, who has also held marketing leadership positions at Asgard/St George, MLC and Westpac ...

Russell adviser community moves online

ELISE BURGESS  |  THURSDAY, 21 JUL 2011
A website launched by Russell Investments aims to give advisers new ways to prove their value to their clients beyond investment performance. The free to access website, Helping Advisers, does not require any logins or passwords and is designed to be ...

BlackRock creates new invest comms role

ELISE BURGESS  |  TUESDAY, 12 JUL 2011
BlackRock Australia has created a new senior investment communications role to close the gap and build relationships between the firm's clients and its investment insights. Albert Daniels, believed to have started in the newly created role already ...

Advisers missing retirement planning bonanza

ALEX DUNNIN  |  MONDAY, 27 JUN 2011
... results are contained in the latest Roy Morgan Retirement Planning Report that was released as part of the researcher's Insight Series. It shows that while half of all Australians with superannuation expect it to be their main source of income in retirement ...

Sevior departure rated as permanent

ELISE BURGESS  |  WEDNESDAY, 22 JUN 2011
Morningstar has downgraded Perpetual's Concentrated Equity fund to 'Investment Grade' after meeting with the mega-fund manager but not convinced that its star player, John Sevior, will return from long service leave. In a meeting last week with Perpetual ...