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

Search Results

Showing 291 - 300 of 1051 results for "Upgrade"

No such thing as a must own company: Analyst

DARREN SNYDER  |  FRIDAY, 17 MAR 2017
An analyst and portfolio manager of the Pan-Tribal Global Equity Fund believes there is no such thing as a 'must own' company. Sharing the view at a recent Pan-Tribal lunch for advisers, Danton Goei of Davis Advisors said investors can get caught up ...

Lonsec upgrades Flinders fund

EMMA RAPAPORT  |  THURSDAY, 16 MAR 2017
... relevant in the small and microcap space. "We have been very busy with reporting season so it was great to see the ratings upgrade, as it's a real recognition for all the hard work that has been put in to getting the business up and running and performing ...

One small rise in rates, one giant step towards normalisation

BENJAMIN ONG  |  THURSDAY, 16 MAR 2017
Don't you just love it when things turn out as expected? Wall Street surely did. US equities jumped -- Dow up 0.5%, S&P up 0.84%, Nasdaq up 0.7%, Russell 2000 up 1.5% -- the VIX index dropped by 5.5% and instead of climbing, the US dollar index fell ...

MDA provider upgrades offering

JAMIE WILLIAMSON  |  MONDAY, 13 MAR 2017
... a new cloud-based solution to financial advisers. managedaccounts.com.au will work with Melbourne-based CapitalRoad to upgrade its user interface and middle office requirements, replacing its proprietary software developed and supported in-house. David ...

AllianceBernstein SMAs break new ground

JAMIE WILLIAMSON  |  MONDAY, 13 MAR 2017
... SMAs were deemed 'Investment Grade' by the ratings house, with AB Australia chief executive Jen Driscoll describing the upgrade as a breakthrough for the industry given offshore equity SMAs are still relatively new. "The ratings reflect Lonsec's view ...

MLC Life Insurance upgrades underwriting

JAMIE WILLIAMSON  |  TUESDAY, 7 MAR 2017
The underwriting process for retail-advised life policies will be accelerated by the introduction of MLC Life Insurance's new tele-underwriting service. Halving the lengthy underwriting process, the new Fast Track service will benefit both financial ...

Arnhem SMA rating receives upgrade

JAMIE WILLIAMSON  |  THURSDAY, 2 MAR 2017
Lonsec's rating of Arnhem Investment Management's global separately managed account was upgraded in its latest round of reviews. Arnhem's global SMA, the Australia+ SMA, is now 'Recommended' by the ratings house, with Lonsec highlighting its "highly ...

Mason Stevens to launch super, grows SMA menu

JAMIE WILLIAMSON  |  TUESDAY, 28 FEB 2017
... Fund, to its SMA investment menu with a view to add more SMA managers in June. Another development slated for June is an upgrade to Mason Stevens' adviser and client portals. "This will give greater functionality and, more importantly for our advisers ...

Perpetual growing high net worth segment

KARREN VERGARA  |  THURSDAY, 23 FEB 2017
Perpetual's financial advisory arm for high net worth individuals, Perpetual Private, helped boost the company's profit in the six months to December. Perpetual Private posted profit before tax of $18.7 million, up 9% on the previous corresponding period. ...

IOOF profits slide across all key businesses

ALEX BURKE  |  WEDNESDAY, 15 FEB 2017
... hit to underlying profit, falling 16.9% to $35 million. This was followed by trustee services, impacted by a "major IT upgrade," whose profit fell 12.2% to $2.9 million. Financial advice and distribution fell by 10% to $36 million, and investment management ...