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Showing 291 - 300 of 616 results for "Cater"

Fat Prophets partners with OneVue

ALEX BURKE  |  TUESDAY, 16 JUN 2015
OneVue has partnered with Fat Prophets to launch its second direct-to-digital platform, Super Prophets. The Super Prophets website enables retail investors to access a suite of model portfolios, investment options, self-managed super administration ...

Advice firm ditches platform, adopts MDA

STAFF WRITER  |  TUESDAY, 26 MAY 2015
A Synchron financial planning practice has stopped using wrap platforms and has partnered with a managed discretionary account provider for its investment transactions. MEDIQ Financial Services will transition the majority of its clients to the managedaccounts.com.au ...

Low-cost super awash with inflows

DARREN SNYDER  |  MONDAY, 18 MAY 2015
Mums and dads have increasingly chosen to invest their superannuation in direct low-fee retail products over the last 12 months. Particularly so at BT Super for Life and ANZ Smart Choice with both recording funds under management growth of more than ...

Asian equities on the rise

ALEX BURKE  |  FRIDAY, 8 MAY 2015
Regulatory, economic and technology-related changes are making Asian equities more appealing to investment managers this year, according to T. Rowe Price portfolio manager, Asia ex-Japan equity fund Anh Lu. Speaking at the T. Rowe Price equities discussion ...

Midwinter launches scaled advice division

LAURA MILLAN  |  THURSDAY, 16 APR 2015
Software provider Midwinter has set up a scaled advice division and appointed a former Fortnum Financial executive to lead the company's strategy in this area. Halie Samson will be head of scaled advice at Midwinter and was previously project manager ...

Infocus to provide advice to First Super members

LAURA MILLAN  |  MONDAY, 13 APR 2015
Industry Fund Services (IFS) and dealer group Infocus Wealth Management will provide full financial advice services to First Super members. Under the arrangement, Infocus' financial advisers based in Adelaide will travel to locations around South Australia ...

New HNWIs demand unbundled services

ALEX BURKE  |  TUESDAY, 10 MAR 2015
... space," added Investment Trends analyst King Loong Choi. "They just need to unwind their proposition, if you will, so as to cater to that fair chunk of HNWIs who are wanting to maintain some of that investment decision-making process for themselves." ...

S&P launches Australian tax-aware benchmark series

ALEX BURKE  |  TUESDAY, 3 MAR 2015
... measurement for their portfolios compared to other investors. S&P DJI is committed to developing world-class indices that cater to the special needs of different investor segments in Australia."

REI Super extends Ibbotson consultancy mandate

MARK SMITH  |  TUESDAY, 20 JAN 2015
... companies. REI Super chief executive Mal Smith commented: "Ibbotson has worked closely with us to enhance our investment menu to cater to our members' evolving needs. They helped us create the Premium Income option, which provides secure income and reduced ...

ASFA launches blueprint for post-retirement system

JAMES FERNYHOUGH  |  THURSDAY, 13 NOV 2014
... their retirement," said Vamos. "We need to ensure that they can make a safe choice, with as much flexibility as possible to cater for a very diverse group of older Australians." Vamos said the system is not delivering as well as it could for women, the ...