Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 11 - 20 of 22 results for "Fund Adviser"

Atchison Consultants appoints senior consultant

STAFF WRITER  |  THURSDAY, 22 JAN 2015
... development, product development and market research and analysis. He has over 25 years' experience as a property analyst, fund adviser and fund manager and knowledge in securitised property including listed and unlisted property trusts (REITs), mortgage ...

CBA to fund adviser education and association membership

LAURA MILLAN  |  FRIDAY, 18 JUL 2014
The Commonwealth Bank (CBA) has confirmed that it will provide full funding to cover costs involved with the tougher adviser education standards announced last week. As revealed by Financial Standard, CBA decided to raise adviser standards in the wake ...

Citi surges but NAB still top dog custodian

JAMES FERNYHOUGH  |  MONDAY, 2 SEP 2013
... David Edwards put the significant growth down to its successful bid to provide custody to Challenger and Dimensional Fund Adviser. Both were formally with J.P. Morgan. From today, Citi's $213 billion AUC will see a further $13 billion boost with the ...

Provisio releases member-to-adviser tech tool

LAURA MILLAN  |  THURSDAY, 11 APR 2013
... clients can search for advice online through the Provisio program and then click a button to engage directly with a fund adviser if they need assistance with the strategy. The adviser then loads the member's exact strategy, makes contact and refines ...

Hedge fund adviser gets $2.7m fine

RUTH LIEW  |  FRIDAY, 24 SEP 2010
A US hedge fund adviser will have to cough up $2.7 million to settle SEC charges for breaching short selling rules. The Securities and Exchange Commission yesterday charged Dallas-based Carlson Capital for breaching a regulation which prevents short ...

CSSA defends advice role in super

MICHAEL HOBBS  |  MONDAY, 15 MAR 2010
The Corporate Super Specialist Alliance (CSSA), which represents providers of corporate super fund advisory services, is calling on the Cooper Review not to adopt the proposed choice architecture. Nick Economidis, chair of CSSA, said the choice architecture ...

Adviser recruitment plagues super funds

RUTH LIEW  |  THURSDAY, 12 NOV 2009
... told an ASFA conference audience yesterday that one of the supply side challenges super funds are facing is intra-fund adviser recruitment and retention. With professionally trained advisers in demand across Australia, sourcing the appropriate talent ...

Indian infrastructure investing fuels sustainability

ALEX DUNNIN IN NEW DELHI REPORTING FROM THE INAUGURAL AUSTRALIA INDIA FINANCIAL FORUM  |  FRIDAY, 23 NOV 2007
India is seeking US$500 billion over the next five years to help fund its national infrastructure plan, creating a big opportunity for Australian investors to get in on the ground floor. "We need this money over the next five years to fund our plan ...

Index for the smart, hedge for the stupid

LA-based investment theory and practice guru Rex Sinquefield entertained, enlightened and provoked the audience at the FPA conference last week when he questioned returns made by hedge funds and called those who invest in them "stupid". "Many people ...

ASIC bans SMSF adviser

The Australian Securities and Investments Commission (ASIC) has moved to shut down a self managed super fund adviser after it was found the adviser had conducted business without an Australian financial services licence (AFSL) and provided misleading ...