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Showing 3141 - 3150 of 4761 results for "July 2011"

GSAM builds third party distribution team

STAFF WRITER  |  THURSDAY, 9 MAY 2013
Goldman Sachs Asset Management (GSAM) has expanded its third party distribution team with the appointment of former Waratah's rugby player Ben Daly as key account manager for New South Wales and Queensland. This follows the appointment of Jessica Jones ...

Tool automates FDS creation

LAURA MILLAN  |  TUESDAY, 7 MAY 2013
Xplan service provider Enzumo has developed a tool that completely automates fee disclosure statements and allows advisers to pull the data from the system in a few minutes. The tool also replays the services that the client has received in the past ...

International investment division behind BTIM success

MARK SMITH  |  THURSDAY, 2 MAY 2013
BT Investment Management (BTIM) has reported a strong half-year result, more than doubling statutory net profit after tax and increasing cash net profit by 73%. The board also declared a fully franked interim dividend of 8 cents per share, a 45% increase ...

Nominations open for AFA Excellence in Education award

LAURA MILLAN  |  WEDNESDAY, 1 MAY 2013
The Association of Financial Advisers (AFA) has opened the nominations for the sixth AFA Excellence in Education Award, which recognises advisers committed to lifelong learning. Nominations close on May 24 with the first round of interviews being held ...

UniSuper appoints independent director

ALEX DUNNIN  |  TUESDAY, 30 APR 2013
Ian Martin, former chief executive and chief investment officer of BT Financial Group, has joined UniSuper's board as an independent director. UniSuper chairman Chris Cuffe said, "Ian will join UniSuper's Board with extensive knowledge gained from over ...

Count eyes accounting firms

LAURA MILLAN  |  TUESDAY, 30 APR 2013
Count Financial (Count) sees great opportunity for accountants to provide financial advice, and is training 11 accounting firms to become autorised representatives of Count. On July 1, 2013, accountants will be able to provide advice under new conditional ...

Patience with underperforming managers urged: NAB

MARK SMITH  |  MONDAY, 29 APR 2013
NAB Private Wealth has warned its clients that jettisoning a managed fund for recent underperformance could be an unsatisfactory strategy. Citing a recent US study into the behaviour of retail investors, the bank's private banking division said that ...

$10bn CEFC fund gets govt mandate

ALICE URIBE  |  FRIDAY, 26 APR 2013
The Clean Energy Finance Corporation (CEFC) has begun to build its investment pipeline after the government's issue and release of its $10 billion investment mandate this week. The funds will become available after 1 July 2013, and the CEFC is progressing ...

REI and Club Plus get MySuper green light

MARK SMITH  |  WEDNESDAY, 24 APR 2013
REI Super and Club Plus Super have become the latest funds to get approval from the Australian Prudential Regulation Authority (APRA) for their MySuper offerings. Property industry fund REI said its existing default choice, the Trustee Super Balanced ...

Former SMSF adviser sentenced

LAURA MILLAN  |  TUESDAY, 23 APR 2013
A former self-managed superannuation fund (SMSF) adviser was sentenced after pleading guilty to one count of lodging a false statement with the Australian Securities and Investments Commission (ASIC). Craig Gerard Dangar was convicted and released subject ...