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Showing 2711 - 2720 of 3289 results for "Smith"

Mortgage Choice Financial Planning open for business

MARK SMITH  |  TUESDAY, 11 DEC 2012
Mortgage Choice has launched its new financial planning business with the opening of two franchises. The company first announced its intent to enter the financial planning space in August 2011 and this latest move marks the start of a soft-launch process. ...

FIIG Securities appoints new CEO

MARK SMITH  |  TUESDAY, 11 DEC 2012
Fixed income specialist FIIG Securities has appointed Mark Paton as chief executive officer, it was announced today. The veteran financial services executive will also join the board of directors. "We were impressed with the breadth of Mark's experience ...

SQM upgrades Trilogy income fund

MARK SMITH  |  TUESDAY, 11 DEC 2012
The Trilogy Monthly Income Trust (TMIT) has been upgraded following a review by SQM Research. The research house has granted the fund a 3A1/2 star rating, up from 3A1/4 stars, following "continued outperformance of its peers and benchmark index". SQM ...

New charity regulator promises less red tape

MARK SMITH  |  MONDAY, 10 DEC 2012
Australian charities could face less red tape and donors may feel more confident that their money is going where it should following the launch of a new national charity regulator today. Assistant treasurer, David Bradbury, officially launched the Australian ...

Advice tech more than back office tool: JP Morgan

MARK SMITH  |  MONDAY, 10 DEC 2012
Advisors need to shed the perception of advice technology as a "back office" tool if they are to engage investors with their retirement income, according to a scaled advice software provider. J.P. Morgan's Donn Hess, speaking at a recent ASFA conference ...

Praemium voted responsible entity for BlackRock SMA

MARK SMITH  |  MONDAY, 10 DEC 2012
BlackRock Investment Management has confirmed that Praemium Australia will become the responsible entity for its separately managed accounts (SMA) scheme. The SMA scheme, known as the BlackRock Customised Portfolio Service (CPS) has more than $660 million ...

Family office growth creates opportunity for wealth managers

MARK SMITH  |  FRIDAY, 7 DEC 2012
The huge growth in family office wealth is leading to significant opportunities for investment managers, according to Boston-based global research firm Cerulli Associates. A new global report posted by the company shows that assets under management ...

Energy Super makes two senior appointments

MARK SMITH  |  FRIDAY, 7 DEC 2012
Energy Super has appointed Daniel Judd and Andrew Russell-Clarke as investment manager, and key member relationships manager respectively. With $4 billion in funds under management, industry fund Energy Super provides retirement planning solutions to ...

Fidelity ups risk on global recovery hopes

MARK SMITH  |  FRIDAY, 7 DEC 2012
There are early signs that the next share market rally will be sustained longer than investors have grown accustomed to, according to Fidelity's Trevor Greetham. The multi-asset portfolio manager, who is based in London says he is increasingly hopeful ...

Insto property investors forced overseas

MARK SMITH  |  FRIDAY, 7 DEC 2012
As account balances grow and compulsory super contributions are increased, Australia's superannuation funds will meet a shortage of viable domestic property assets to invest in, forcing them overseas, according to LaSalle Investment Management's Paul ...