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Showing 2581 - 2590 of 3940 results for "USI"

Five Oceans CIO steps down

MARK SMITH  |  THURSDAY, 28 MAR 2013
Five Oceans Asset Management's Chris Selth has stood down from his role as chief investment officer. He will move to a consultancy position within the firm to enable a smooth transition in his responsibilities. Portfolio managers Kim Tracey and Piers ...

Social networks boost demand for financial advice

LAURA MILLAN  |  WEDNESDAY, 27 MAR 2013
Social networks have made financial services more accessible and they have boosted the demand for advice, according to the latest data released by the Financial Planning Association (FPA). Over 26,000 Australians used the 'Find a Planner' directory ...

IRESS launches XPLANtouch app

LAURA MILLAN  |  TUESDAY, 26 MAR 2013
IRESS has launched the XPLANtouch tablet application for financial advisers, a tool that allows advisers to access client data and portfolios in real time. XPLANtouch is an extension of the XPLAN advice platform and is available on all tablets including ...

Super for all shapes and sizes: QSuper

LAURA MILLAN  |  MONDAY, 25 MAR 2013
QSuper is using individual member data to further segment its default accumulation members based on age groups to provide them with a more personalised super offering. QSuper CEO Rosemary Vilgan spoke at the Conference of Major Superannuation Funds ...

Transition to transparency, a case study

LAURA MILLAN  |  FRIDAY, 22 MAR 2013
Cbus has become one of the first super funds in the country to disclose information about their directors and board members as well as investment holdings in its annual reports and in its website, Cbus CEO David Atkin said yesterday at the CMSF. Among ...

Powerwrap acquires MWH Capital

MARK SMITH  |  THURSDAY, 21 MAR 2013
Independent administration platform provider Powerwrap has acquired financial services firm MWH Capital, it was announced yesterday. MWH Capital has a clearing and execution agreement in place with Pershing Limited, a subsidiary of BNY Mellon. Powerwrap ...

Model portfolios vulnerable to avoidable risks

MARK SMITH  |  TUESDAY, 19 MAR 2013
Many of the model portfolios used by financial advisers to meet investor objectives are susceptible to market shocks and hidden risks, according to a study by van Eyk's Portfolio X-Rays initiative. The consulting service examines a model portfolio to ...

Asian retail banks set to spend 5.1% more on tech

LAURA MILLAN  |  MONDAY, 18 MAR 2013
Retail banks in the Asia Pacific region are expected to spend 5.1% more on technology this year and technology expenses will reach US$118.6 billion, Ovum research found. According to analysis provider Ovum, retail banks in the Asia Pacific region are ...

AXA IM launches two SmartBeta products

MARK SMITH  |  MONDAY, 18 MAR 2013
AXA Investment Managers has announced the launch of two new smart beta products, designed as alternatives to index trackers. The AXA IM SmartBeta Equity and AXA IM SmartBeta Bond strategies use rules based filters to reduce exposure to risks associated ...

Ripples from a pebble

BENJAMIN ONG  |  MONDAY, 18 MAR 2013
Is this the tiny pebble that trips the bull? I planned to discuss how being in cash is an even riskier proposition at this precise moment in time because of its negative inflation-adjusted returns and using as lead "The Daily Telegraph's" story about ...