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Showing 2541 - 2550 of 3940 results for "USI"

More than 8,000 advisers using IRESS XPLAN

MARK SMITH  |  WEDNESDAY, 3 JUL 2013
More than 8,000 advisers have opted for IRESS' XPLAN-CommPay solution to meet the Fee Disclosure Statement (FDS) requirements brought in by the Future of Financial Advice (FoFA) reforms, the software provider has said. According to IRESS, the 'vast ...

MSCI upgrades heighten frontier market concentration risk

MARK SMITH  |  MONDAY, 1 JUL 2013
MSCI's recent upgrade of frontier markets economies has heightened the diversification risk for index strategies in the space, according to Advance Emerging Capital chief investment officer Dr. Slim Feriani. The changes, which come into effect in May ...

Shelf space battle heats up in US platforms

ALEX DUNNIN  |  MONDAY, 24 JUN 2013
The consolidation of platforms in the US is forcing asset managers to compete harder for shelf space, while at the same time trying to protect advisers, according to new research. Boston-based global analytics firm Cerulli Associates said while this ...

End of QE sounds death knell for 'zombie' stocks

MARK SMITH  |  WEDNESDAY, 19 JUN 2013
The tapering of quantitative easing (QE) will burst the bubble in high-yielding 'zombie' stocks, according to UK-based Duncan Lawrie Private Bank's James Humphreys. Stimulus measures by central banks in Europe, the US and Japan have propped up global ...

New Bloomberg tool a 'game changer'

MARK SMITH  |  WEDNESDAY, 19 JUN 2013
Bloomberg has unveiled a suite of tools and analytics for investor relations professionals to better manage their workflow. Bloomberg's investor relations offering centralises the information, news, research and analytics needed to monitor the markets ...

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 ...

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 ...

AQUA II poses a challenge to wraps

JAMES FERNYHOUGH  |  MONDAY, 17 JUN 2013
The launch of the ASX Managed Funds Service (AMFS) - informally known as AQUA II - may be on the horizon following the release of a consultation paper by the Australian Securities and Investments Commission (ASIC). Widely seen as an alternative to big ...

More Asian HNWs enlisting private banks

MARK SMITH  |  WEDNESDAY, 12 JUN 2013
Asian high net worth (HNW) investors are increasingly enlisting the services of private banks to manage their wealth, according to Australian banking research and advisory firm East & Partners. In May 2013, East & Partners interviewed 949 C-suite executives ...

Austock Life appoints national sales manager

LAURA MILLAN  |  FRIDAY, 7 JUN 2013
Austock Life has appointed a national sales manager to build a business development team and focus on adviser support. New national sales manager will be Tony Gobbo, a sales and distribution manager with over 25 years of experience in building and managing ...