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Showing 2291 - 2300 of 3289 results for "Smith"

ASIC relaxes HFT and dark pool proposals

MARK SMITH  |  TUESDAY, 18 JUN 2013
The Australian Securities and Investments Commission (ASIC) has relaxed parts of its proposed rule changes for dark pools and high-frequency trading (HFT) after extensive consultation with the industry. ASIC will not go ahead with proposals to rest ...

Customised portfolios ease FoFA burden

MARK SMITH  |  TUESDAY, 18 JUN 2013
Customised multi-asset portfolios regulated under unit trust schemes can help advisers comply with the new FoFA regime coming into force on 1 July. Select Asset Management (Select) has urged Australian financial advice firms to review the underlying ...

Rubik completes Provisio takeover

MARK SMITH  |  MONDAY, 17 JUN 2013
Listed financial software provider Rubik Financial (Rubik), has completed its takeover of Provisio Technologies (Provisio). Rubik said the acquisition of the scaled and online wealth advice software provider marked an important milestone in Rubik's ...

Zurich awards Presima global REIT mandate

MARK SMITH  |  MONDAY, 17 JUN 2013
Montreal-based global listed real estate boutique fund manager Presima has been awarded a $63 million mandate by Zurich Financial Services Australia (Zurich). Presima chief executive Peter Zabierek said he was extremely pleased Presima would be managing ...

Praemium launches FoFA-ready CRM tool

MARK SMITH  |  MONDAY, 17 JUN 2013
Praemium has launched a new cloud-based customer relationship management (CRM) solution for financial advisers. WealthCraft, integrates fully with Microsoft Outlook, enabling advisers and wealth managers to track and manage interactions with clients ...

No need to fear 1994-style crash

MARK SMITH  |  MONDAY, 17 JUN 2013
The US Federal Reserve will get their policy action right, and there is no need to fear a 1994-style crash in bonds, according to Fidelity Worldwide Investment head of quantitative research David Buckle. Global bonds and equity markets have shown signs ...

Tyndall mulls World Equities retail launch

MARK SMITH  |  MONDAY, 17 JUN 2013
Tyndall AM is considering making its top-performing World Equities multi-manager fund available to Australian retail investors after a successful retail launch in New Zealand. Tyndall head of the Multi-Manager Ken Ostergaard said that a regulatory overhaul ...

BUSSQ, Qantas, Suncorp get MySuper approval

MARK SMITH  |  FRIDAY, 14 JUN 2013
Three more MySuper licenses have been granted by the Australian Prudential Regulation Authority (APRA) this week, bringing the total number to 41. The new authorisations are BUSSQ Super, Qantas Super and Suncorp Super. While MySuper authorisations number ...

Asian LGBT advice firm headhunts Aussie planners

MARK SMITH  |  FRIDAY, 14 JUN 2013
Hong Kong-based Financial Partners, the advisory firm behind Asia's first LGBT (Lesbian, Gay, Bisexual and Transgender) wealth management business, is actively recruiting Australian financial planners to the specialist division. Financial Partners has ...

CIO confidence slumps to nine-month low

MARK SMITH  |  FRIDAY, 14 JUN 2013
Chief investment officer (CIO) confidence levels have fallen to levels last seen in September 2012, according to the Financial Services Council (FSC)'s latest Chief Investment Officer Index. In the June quarter, the index stood at seven from a range ...