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Showing 2201 - 2210 of 3940 results for "USI"

Banned for taking $4m from SMSFs

LAURA MILLAN  |  MONDAY, 1 JUN 2015
A Gold Coast businessman has been banned from the financial services industry for taking $4 million from self-managed super fund (SMSF) investors to fund his own real estate investments. The Federal Court in Brisbane banned Craig Gore permanently and ...

Van Eck launches small cap ETF

LAURA MILLAN  |  THURSDAY, 28 MAY 2015
Van Eck has launched Australia's first small cap exchange traded fund (ETF) that tracks the index using a smart beta approach. The Market Vectors Small Cap Dividend Payers ETF (MVS) includes only the most liquid ASX listed small companies and only those ...

AB managed equities fund joins netwealth

DARREN SNYDER  |  THURSDAY, 28 MAY 2015
One of Alliance Bernstein's (AB) funds offering potential for wealth protection during downside markets was added to the netwealth investment platform. The AB Managed Volatility Equities Fund joined netwealth and it becomes the latest activity for AB ...

SuperStream deadline nearing for employers

DARREN SNYDER  |  WEDNESDAY, 27 MAY 2015
Medium to large employers are being reminded their June 30 deadline to be SuperStream compliant is nearing. The Australian Tax Office (ATO) provided the reminder today and said employers should be well progressed on SuperStream implementation. SuperStream ...

Advice firm ditches platform, adopts MDA

STAFF WRITER  |  TUESDAY, 26 MAY 2015
A Synchron financial planning practice has stopped using wrap platforms and has partnered with a managed discretionary account provider for its investment transactions. MEDIQ Financial Services will transition the majority of its clients to the managedaccounts.com.au ...

Expert issues cyber-attack warning

MARK SMITH  |  MONDAY, 25 MAY 2015
The incoming New Payments Platform will leave financial institutions, including super funds and wealth managers, vulnerable to cyber criminals unless they upgrade their security, a fraud and cyber-crime expert has warned. Similar to the UK's Faster ...

US golden opportunity for listed infrastructure

ALEX BURKE, LAURA MILLAN  |  FRIDAY, 22 MAY 2015
The US infrastructure crisis is creating significant opportunities for investment, with two players in the Australian market racing to list global infrastructure funds on the ASX. Speaking at the AMP Capital infrastructure roundtable in Sydney, head ...

Smart beta here to stay, research confirms

LAURA MILLAN  |  FRIDAY, 22 MAY 2015
Smart beta is present in over half of the world's portfolios, with professional investors increasingly combining multiple smart beta strategies, new global research found. The FTSE Russell Smart Beta: 2015 Global Survey Findings from Asset Owners survey ...

PROFILE: PM Capital CIO Paul Moore

MARK SMITH  |  FRIDAY, 22 MAY 2015
PM Capital chairman and chief investment officer Paul Moore always wanted to be a stock picker. He bought his first shares in Blue Metal Industries (later taken over by Boral) while he was still at school and then bought Carlton & United Breweries while ...

Fortnum drops upfront risk commissions

ALEX BURKE  |  MONDAY, 18 MAY 2015
Following Centrepoint Alliance and AMP adopting hybrid and level commission structures, independent dealer group Fortnum has dropped upfront risk insurance commissions to "ward off further legislative attack". From July 1, Fortnum planners will either ...