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Showing 251 - 260 of 1102 results for Elise Burgess

FOFA will pass: Shorten, FPA

ELISE BURGESS  |  FRIDAY, 18 NOV 2011
Minister for Financial Services and Superannuation Bill Shorten and the FPA agree that the FOFA reforms will pass through parliament, with the Minister urging planners to embrace change as a necessary survival tool for the betterment of the industry. ...

Instos embrace low volatility equity portfolios

ELISE BURGESS  |  THURSDAY, 17 NOV 2011
Low-volatility equity portfolios may be the answer to some institutional investor prayers, according to AllianceBernstein's head of quantitative research, with strength in downside protection balanced with trending upward markets. Kent Hargis, AllianceBernstein's ...

Perpetual resources focus looks offshore

ELISE BURGESS  |  THURSDAY, 17 NOV 2011
Perpetual Investment has reallocated its own global resources weighting offshore to take advantage of discounted stocks, while the volatility-proof commodity sector will continue to be resilient, said one portfolio manager. James Bruce, portfolio manager ...

AllianceBernstein awards State Street $300bn global mandate

ELISE BURGESS  |  WEDNESDAY, 16 NOV 2011
AllianceBernstein has appointed its investment operations outsourcing services, valued at over $300 billion in client assets, to State Street Corporation which will include servicing the Australian and Asian operations of AllianceBernstein. Building ...

Midwinter executive restructure

ELISE BURGESS  |  WEDNESDAY, 16 NOV 2011
Midwinter Financial Services executive team has been restructured, with new heads appointed for technical services, distribution and director of Midwinter Advice Solutions. Non-executive director of Midwinter Financial Services, Matthew Esler, has been ...

Mercer highlights allocation dangers

ELISE BURGESS  |  WEDNESDAY, 16 NOV 2011
Investors should stick with long-term asset allocation strategies to handle volatility despite dangers in overweighting or underweighting asset allocations, according to Mercer's Quarterly Market Valuation and Review. The Review discussed the impacts ...

MLC MasterKey fees cut, new features

ELISE BURGESS  |  TUESDAY, 15 NOV 2011
MLC's MasterKey Fundamentals platform has been reshaped with new investment options and the cutting of fees, a move the wealth manager said will benefit clients and advisers. The MasterKey Fundamentals platform, which has been in operation since 2006 ...

LGS first fund to sign iqBoard solution

ELISE BURGESS  |  TUESDAY, 15 NOV 2011
Local Government Super's governance now operates in the Cloud after moving to the iPad and signing with newly-launched trustee office solution, iqBoard, from The IQ Business Group's iqCloud. The first super fund to sign up its board governance to the ...

Mid-sized licensees to disappear: CoreData

ELISE BURGESS  |  TUESDAY, 15 NOV 2011
Mid-sized financial planning firms will be "swallowed up" by opportunistic licensees as the rate of acquisition will rise while new forms of advice will reign, according to a research paper from CoreData. In its "Licensee of the Future" white paper ...

Global ETPs hits $1.58 trillion

ELISE BURGESS  |  MONDAY, 14 NOV 2011
Investor desire for exchange-traded products continued in global markets as sentiment moved towards higher risk and higher yielding asset classes during October. The impact of Europe's debt crisis and solid Q3 2011 earnings for United States corporations ...