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Showing 2691 - 2700 of 3940 results for "USI"

Morphic Asset Management opens for business

LINDA HAUSKEN  |  MONDAY, 9 JUL 2012
New global equities manager, Morphic Asset Management has begun operating with two former Hunter Hall fund managers at the helm. Morphic Asset Management has been established by two former Hunter Hall global equity portfolio managers, Jack Lowenstein ...

Advisers positive about fee for service

LINDA HAUSKEN  |  MONDAY, 9 JUL 2012
With the FOFA legislation taking effect in less than a year, the hybrid fee for service model is growing in popularity among financial advisers, reveals a new report. The Elixir Consulting's 2012 Adviser Pricing Models report is based on a study of ...

Evolv launch new SMSF audit service

LINDA HAUSKEN  |  FRIDAY, 6 JUL 2012
BCS Direction and Heffron have merged their audit businesses to launch Evolv, an SMSF audit service designed to make processes more efficient. Evolv is a new approach to self-managed super fund (SMSF) audits. The new web-based SMSF audit solution is ...

Adviser tablet ownership triples

LINDA HAUSKEN  |  TUESDAY, 3 JUL 2012
Social media usage among financial advisers is on the rise as is their ownership of tablet computers, reveals Zurich's just released infographics report of new technology and social media. Zurich Australian Life and Investments' (Zurich) infographic ...

Australian instos exposed to AML risks

ALEX DUNNIN  |  TUESDAY, 3 JUL 2012
Globalising investment and increasingly complex webs of counter-party relationships mean Australian institutional investors are more exposed to anti-money laundering risks than they realise. These risks don't just mean from organised crime, the usual ...

SFG renews platform agreements

MELANIE TIMBRELL  |  THURSDAY, 28 JUN 2012
SFG Australia, the merged entity of Snowball Group and Shadforth Financial has renewed its agreements with BT Wrap and CFS Custom Solutions' Symetry platform. Shadforth has been using the BT Wrap for 13 years, with Snowball using Asgard for the same ...

Philanthropy needs simpler support: Perpetual Private

MELANIE TIMBRELL  |  MONDAY, 25 JUN 2012
Philanthropic giving in the last few years has been undervalued in Australia because of a disproportionate focus on tax structures and increased regulation on charitable vehicles such as private ancillary funds. Andrew Thomas, general manager - philanthropy ...

Pacific Hydro joins $315m renewable energy JV

LINDA HAUSKEN  |  MONDAY, 25 JUN 2012
Prime Minister Julia Gillard has announced a $320 million consortium agreement between the industry fund owned Australian renewable energy company Pacific Hydro and Brazil's mining company Vale. The agreement formalises Vale's and Pacific Hydro's intentions ...

CFS upgrades its FirstWrap Platform

LINDA HAUSKEN  |  FRIDAY, 22 JUN 2012
Colonial First State has made enhancements to its FirstWrap platform in response to adviser requests for improved technological efficiencies. FirstWrap is a leading online platform used by advisers who want access to wide ranging technologically oriented ...

Towers Watson's clients top $15bn in Smart Beta

LINDA HAUSKEN  |  THURSDAY, 21 JUN 2012
Towers Watson's institutional investment clients have allocated over $15 billion to Smart Beta solutions in the past five years. Smart Beta, which is actually hybrid of beta and alpha strategies, is an approach that uses a selection of analytical tools ...