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Showing 261 - 270 of 364 results for Alison Bevege

Asgard adds funds

ALISON BEVEGE  |  WEDNESDAY, 13 APR 2011
Platform provider Asgard has added 78 new funds to its universe this year, with financial advisers asking for more global and Australian equity options. Kelly Power, head of product at Asgard, said funds had to meet strict criteria on liquidity, ratings ...

$55 million for Trio super fraud victims

ALISON BEVEGE  |  WEDNESDAY, 13 APR 2011
Victims of the Trio Capital superannuation fund fraud will receive $55 million in compensation from a special levy, the Federal Government announced today. Members of four super funds formerly under the trusteeship of Trio will recover all lost funds ...

La Trobe buys super specialists IE Group

ALISON BEVEGE  |  WEDNESDAY, 13 APR 2011
National mortgage lender and funds management firm La Trobe Financial Services has bought third party financial services firm, Implementation Efficiency Group (IEG). Greg O'Neill, chief executive of Melbourne-based La Trobe, said the purchase had been ...

Life insurance consuming dormant super fund balances

ALISON BEVEGE  |  WEDNESDAY, 13 APR 2011
More than 25 per cent of dormant superannuation accounts have active life insurance policies causing balances to dwindle through unnecessary fees, new figures show but financial planners can help. According to research house Rice Warner, just over 12 ...

Invesco switches quant team to value, ratings on hold

ALISON BEVEGE  |  TUESDAY, 12 APR 2011
Invesco's Wholesale Australian Share Fund has had its four-star rating placed on hold by Standard and Poor's after announcing Concord Capital would take over the fund's management. Concord, a boutique firm specializing in Australian equities, is an ...

Planners struggle to sell practices as values fall

ALISON BEVEGE  |  TUESDAY, 12 APR 2011
Financial planners are finding it harder to sell their practices this year and business values have declined, thanks to legislative uncertainty, according to industry valuation firm Radar Results. The consulting firm said requests for valuations on ...

Economic woes keep US growth in check

ALISON BEVEGE  |  TUESDAY, 12 APR 2011
Fund managers hoping for a US GDP growth rate of 3 per cent or better are likely to be disappointed if Harvard academic Martin Feldstein is correct. Dr Feldstein recently told the Australian Centre for Financial Studies that the US was unlikely to achieve ...

Three stars for Glennon small cap fund

ALISON BEVEGE  |  TUESDAY, 12 APR 2011
The Glennon Capital Small Companies Portfolio fund was given a new rating of three stars by Standard and Poor's yesterday because of experienced management. The boutique firm says on its website that its Australian small cap equities model portfolio ...

Financial planners to improve soft skills

ALISON BEVEGE  |  TUESDAY, 12 APR 2011
Financial planners can now learn behavioural skills to help them sell insurance to clients through a new training course offered by AXA. The Risk Learning Program has two main components, one that teaches advisers to discuss life, TPD and income protection ...

Bank reaches for industry fund members

ALISON BEVEGE  |  MONDAY, 11 APR 2011
ME Bank is seeking to increase its customer base of industry fund and union members by marketing a new home loan directly through the work place. The bank is owned by 33 industry superannuation funds including AustralianSuper and HESTA, giving it access ...