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Showing 201 - 210 of 454 results for "USA"

Vanguard wins adviser vote

ALEX BURKE  |  WEDNESDAY, 11 NOV 2015
Vanguard has taken the lead as financial advisers' most-used fund manager. According to Investment Trends' August 2015 Adviser Product Needs and Marketing Needs Report, based on a survey of 676 advisers, Vanguard had the highest share of "primary financial ...

Managed accounts usage to grow 38%

LAURA MILLAN  |  FRIDAY, 30 OCT 2015
The number of independent financial advice practices using managed accounts is set to grow by over 38% over the quarter, Managed Accounts Holdings (MGP) said. The managed accounts provider said that an additional 10 boutique licensees are in the process ...

Not this year

BENJAMIN ONG  |  WEDNESDAY, 28 OCT 2015
... Janet. If Janet were true to her word that the Fed's policy actions are data dependent, then the latest data servings from USA Inc. have locked in the status quo for at least until 2015 turns into 2016. While financial markets have stabilised, last week's ...

Vision Super and Financial Synergy implement new admin platform

DARREN SNYDER  |  MONDAY, 26 OCT 2015
Vision Super has appointed industry software provider Financial Synergy to implement a new registry administration system at the $7.5 billion superannuation fund. The administration platform is reported to improve the fund's efficiency and capability ...

Use of bank-aligned advisers in decline

LAURA MILLAN  |  WEDNESDAY, 14 OCT 2015
Consumer demand to deal with banks through their aligned financial planners is going down and it is being replaced by the internet. The latest Roy Morgan's Single Source surveyed over 50,000 people and found that the number of bank clients using their ...

Monopolies offer best infrastructure returns: Lazard

MARK SMITH  |  TUESDAY, 13 OCT 2015
Investors looking for a more attractive risk-reward pay-off than the wider equity market should consider infrastructure companies with monopolistic businesses and revenue linked to inflation, according to Lazard. Warryn Robertson, portfolio manager ...

Myonlineadvisers teams up with US robo firm

MARK SMITH  |  THURSDAY, 8 OCT 2015
... pension plans and funds of funds, RiXtrema has introduced its risk management tools to the wealth management community in the USA and beyond to help ensure clients get the analysis and advice they need. Now a customised Australian version of both RiXtrema ...

Industry buoyed by Trans-Pacific Partnership

MARK SMITH  |  TUESDAY, 6 OCT 2015
... world trade. Participating countries include Australia, Brunei, Canada, Chile, Japan, Malaysia, Mexico, NZ, Peru, Singapore, USA and Vietnam.

Elliott new CEO at ANZ

DARREN SNYDER  |  THURSDAY, 1 OCT 2015
... leading strong international management teams. "He has held senior positions in Citigroup in Australia and New Zealand, the UK, USA, Asia Pacific and in the Middle East. Prior to joining ANZ, Shayne was a senior executive with the investment bank EFG ...

Many APLs still block managed account usage

STAFF WRITER  |  WEDNESDAY, 23 SEP 2015
Despite the rise and rise of managed accounts, financial advisers still report that APL and AFSL restrictions are the main blockage on more of them getting on board with this new way of administering investments. Financial Standard has just completed ...