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Showing 1991 - 2000 of 3273 results for "Associate"

Managed accounts take-up jump 63%: survey

STAFF WRITER  |  TUESDAY, 6 MAY 2014
Rainmaker's 2013 survey of adviser groups found that 26 adviser groups have reported being associated with a managed account, up 63% from the 16 who reported a similar association in 2008. While this may be considered a relatively small number, the ...

'Choice' dashboard, portfolio disclosure delayed to 2015

ALEX DUNNIN  |  TUESDAY, 6 MAY 2014
The government has announced that the start date for the product dashboard for 'choice' super funds and introduction of the portfolio holdings disclosure regime will be delayed 12 months to July 2015. Rollout of the MySuper product dashboard is unaffected ...

CommInsure launches tailored SMSF insurance product

JAMES FERNYHOUGH  |  MONDAY, 5 MAY 2014
CommInsure will launch a life insurance product tailored to members of self-managed superannuation funds (SMSFs) next week. The product is an enhanced version of its Total Care Plan Super product, updated to meet the new requirements in the Superannuation ...

ANZ wealth division profits up 11%

MARK SMITH  |  THURSDAY, 1 MAY 2014
An 11% increase in ANZ's global wealth division's profit has contributed to the banking group's strong overall half-year result. In an announcement on the Australian Securities Exchange (ASX), the group reported a 15% climb in statutory profit to $3.4 ...

Perpetual appoints senior JANA investment exec

ALICE URIBE  |  TUESDAY, 29 APR 2014
... including principal, alternative investment solutions; consultant and head of absolute return research team and research associate (alternatives and global equities). At Perpetual Investment O'Dea will be responsible for leading the team's wholesale ...

PM Capital Emerging Asia added to Macquarie Wrap

MARK SMITH  |  WEDNESDAY, 23 APR 2014
The PM Capital Emerging Asia Fund has been added to the Macquarie Wrap platform. PM Capital is a bottom-up stock-picker whose approach is based on fundamental analysis. The fund manager said that this philosophy is important to differentiate the strategy ...

US fight over adviser fiduciary rules nears end

ALEX DUNNIN  |  THURSDAY, 17 APR 2014
While debate in the US wealth management sector regarding improved fiduciary responsibilities for advisers appears to approaching resolution, the price of this resolution is that it has retreated back to just improved disclosure rules. The Wall Street ...

FPA announces winners of research grants

LAURA MILLAN  |  THURSDAY, 10 APR 2014
... economic, financial and psychological benefits of financial advice and the lead investigator is Julie Knutsen, working with associate professors Mark Brimble and Robyn Cameron. The consortium project is titled 'Financial planning value proposition: laying ...

ISA gives evidence to PC on inverted bid model

JAMES FERNYHOUGH  |  WEDNESDAY, 9 APR 2014
Industry Super Australia (ISA) will today present its 'inverted bid' infrastructure funding model to the Productivity Commission (PC). ISA and its associated fund manager, IFM Investors, have long been talking about the inverted bid model, which spells ...

Viable SMSF size underestimated

MARK SMITH  |  MONDAY, 7 APR 2014
The size at which a self-managed superannuation fund (SMSF) becomes a viable alternative to regular funds may be considerably higher than the industry currently estimates due to the impact of scale on performance. The industry typically advises that ...