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Showing 221 - 230 of 1663 results for Ruth Liew

Macq fills gap in mid-tier planning consultancy

RUTH LIEW  |  MONDAY, 9 AUG 2010
Macquarie Practice Consulting is finding more mid-tier planners are seeking advice on how to value their business at a time when the industry is caught in an environment that is switching from the traditional commissions-based model to fee-for-service. ...

Gillard Govt to tighten reverse mortgages rules

RUTH LIEW  |  MONDAY, 9 AUG 2010
Reverse mortgages holders will receive more protection during a property downturn if Labor continues to hold government after the election - but the industry's peak body said most of these proposed policies are already in place. A re-elected Gillard ...

Amundi wins volatility mandate

RUTH LIEW  |  FRIDAY, 6 AUG 2010
Amundi has won a third key mandate from a local institutional manager, adding to the $6.7 billion in funds that the group manages globally on behalf of investors keen on volatility strategies. Richard Borysiewicz, chief executive of Amundi Asset Management ...

APRA warns on unlisted asset valuations

RUTH LIEW  |  FRIDAY, 6 AUG 2010
In a sign that unlisted valuations are still high on APRA's watch list, the regulator has written another letter to remind super fund trustees of the risks in unlisted investments and to watch their valuation practices. Retail super funds have traditionally ...

Scale a key issue in multi-management

RUTH LIEW  |  FRIDAY, 6 AUG 2010
More financial planners are taking funds management in-house, but a key fund manager predicts the multi-manager trend won't be a 'category killer' due to scale issues. Matt Mckinnon, general manager - retail sales Australian equities at Perpetual, acknowledged ...

ANZ drops ING brand for OnePath

RUTH LIEW  |  THURSDAY, 5 AUG 2010
ING's brand will be phased out as ANZ renames ING's specialist funds management and life insurances businesses in Australia and New Zealand as OnePath. Products and services under the acquired ING Australia business will come under the OnePath brand. ...

One in four retail fund members to switch: CHOICE

RUTH LIEW  |  WEDNESDAY, 4 AUG 2010
One in four retail super fund members are considering switching to other super options because they are dissatisfied with the fees, customer service or investment options, CHOICE research found. Choice's survey of 1,400 members in June showed 23 per ...

Super, homes and savings a happy combo

RUTH LIEW  |  TUESDAY, 3 AUG 2010
Superannuation, bank savings and the family home are some of the key wealth factors linked to greater happiness among Australians, new research shows. The latest AMP.Natsem report notes that spending money wisely can boost happiness and particular types ...

US reforms pave way for super investments

RUTH LIEW  |  TUESDAY, 3 AUG 2010
The Dodd-Frank reforms have opened up new private capital investment opportunities for Australian super funds, said David Hartley, chief investment officer of the $15 billion-plus Sunsuper. Hartley said the bill, which includes the Volcker Rule that ...

Wealthtrac broadens share trading services

RUTH LIEW  |  TUESDAY, 3 AUG 2010
Platform provider Wealthtrac has launched a new share trading facility that allows advisers to choose from six panel brokers, including JB Were, Morgan Stanley and RBS Morgans. Matthew Johnson, chief executive and managing director of Wealthtrac, said ...