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Showing 271 - 280 of 397 results for "Investment adviser"

Market Wrap - Midday

AAP  |  THURSDAY, 20 OCT 2011
... share price index futures contract was down 62 points at 4,156, with 18,995 contracts traded. John Milroy, investment adviser at Macquarie Private Wealth, said investors' negative sentiment was driven by the potential impact of lower iron ore prices ...

Towers Watson acquires NY investment adviser

ELISE BURGESS  |  FRIDAY, 7 OCT 2011
Towers Watson New York investment business has acquired insurance advisory specialist, WellsCanning. As a result of the acquisition, WellsCanning clients will gain access to Towers Watson's consulting, analytical and research capabilities for asset ...

US adviser fiduciary rule stalls

ALEX DUNNIN  |  THURSDAY, 22 SEP 2011
Concerns that the US Department of Labor's new definition of fiduciary duty for financial advisers is too demanding has prompted the retirement savings regulator to re-initiate industry discussions, a process that some believe may take up to two years. ...

Certitude names head of investments and adviser

ELISE BURGESS  |  MONDAY, 1 AUG 2011
... active managers," said Craig Mowll, chief executive, Certitude. In related news, Chris Condon will also be investment adviser to Certitude's investment committee. Condon, a principal of Chris Condon Financial Services, was previously chief investment ...

Market Wrap - Midday

AAP  |  THURSDAY, 14 JUL 2011
... price index futures contract was 13 points lower at 4,475 with 17,241 contracts traded. RBS Morgans Brisbane investment adviser Trent Muller said retail stocks were underperforming as a result of Wednesday's aftermarket downgrade of retail heavyweight ...

CFS super deposit taps demand, relieves wholesale reliance

ALISON BEVEGE  |  FRIDAY, 24 JUN 2011
Colonial First State has launched a new deposit product to tap demand for fixed income as more superannuation funds enter the drawdown phase. The new FirstRate Investment Deposits offers a floating interest rate based on the reserve bank cash rate plus ...

AMP senior shuffle

ELISE BURGESS  |  THURSDAY, 23 JUN 2011
... industry including roles as head of equity research at ABN AMRO Asset Management in London and as a non-executive investment adviser to both the Royal College of Physicians and Royal Medical Foundation in London. Additionally, Brown was head of European ...

BBY expands with Stonebridge acquistion

RACHEL DAVIS  |  TUESDAY, 14 JUN 2011
BBY has announced it has signed a sale and purchase agreement to acquire the StoneBridge Private Client Adviser network, staff and product platforms. The StoneBridge Group is a boutique investment firm with over 15 years experience in the Australian ...

Planners prime legal targets for angry clients

ALISON BEVEGE  |  MONDAY, 18 APR 2011
Financial planners relying on research are sitting ducks for legal action in the wake of the Trio Capital superannuation fraud and need to protect themselves, a planner has said. In the case of the Trio Capital fraud, adviser Ross Tarrant's firm Tarrants ...

Experts bullish on US despite debt gloom

ALISON BEVEGE  |  FRIDAY, 15 APR 2011
A panel of top investment experts has put the bullish stamp on their outlook for US equities. Dave Marvin, chairman of Delaware-based investment management firm Marvin & Palmer Associates, said he is extremely bullish on US stocks as the severe recession ...