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| | | The biggest trend in the Australian equities sector over recent years has been the concentration of portfolios, according to ratings and research houses, who say investors should be mindful of changes in the risk-return relationship. According to InvestorWeb's ... |
| | | | Praemium Portfolio Services has picked up another local wealth management client, entering into a partnership to provide support services for Ord Minnett's new online portfolio reporting system. Arthur Naoumidis, managing director of Praemium, said ... |
| | | | PIMCO has promoted internally to replace Kumar Palghat who recently left the team after several years as head of portfolio management Australia. Rob Mead, head of European credit portfolio management and based in PIMCO's Munich office, will take on ... |
| | | | Instead of chasing the fickle Generations X and Y, superannuation marketers could take their lead from an American marketing group urging businesses to turn their attention to a far wealthier and they say just as fickle demographic group, the over-50s. ... |
| | | | The increase of exotic long-short and absolute return funds has triggered a rise in steep and unequitable fee structures, a cause for concern for some research and ratings houses. Zenith director, David Wright, said unattractive structures that reward ... |
| | | | Research and ratings house InvestorWeb has given a 'buy' rating to the Lodestar Australian Absolute Return based on the "strong pedigree" of its investment team and their "disciplined" strategy. The fund, which runs a long-short concentrated portfolio ... |
| | | | Coin Software said that the take-up of its new integrated insurance product shows that advisers are aware of the underinsurance gap in Australia and are trying to address it. Coin has signed over 50 dealer groups and boutique advisers to its INC product ... |
| | | | Sunsuper is focusing a re-marketing campaign on regional areas, providing retirement planning seminars throughout country Queensland and New South Wales in October. Sunsuper's chief executive officer, Don Luke, said it is important to provide information ... |
| | | | Corporate super funds are feeling the pinch of resources and budgets, according to independent trustee Trust Company, particularly as the date for the first round risk management audits nears. Under the Austrailan Prudential Regulation Authority's (APRA) ... |
| | | | AXA has boosted its group insurance offering, raising the maximum levels of insurance for death and total and permanent disability (TPD) as well as increasing the expiry ages for both categories. Under the new terms, but still subject to underwriting ... |
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