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Showing 301 - 310 of 474 results for "Associates"

UK adviser reforms drive out 9,400 advisers

ALEX DUNNIN  |  THURSDAY, 28 MAR 2013
... they are reinforcing by greater use of online advice facilities. Research from US wealth management consultant Cerulli Associates found that FUM in direct channel grew 9% during 2011. Roger Stamper, senior analyst at Cerulli Associates, said, "As direct ...

US advisers don't understand clients risk tolerances

ALEX DUNNIN  |  FRIDAY, 15 MAR 2013
... recommending products to clients based on inadequate risk profiling assessments, according to research from Cerulli Associates. The result is that clients are being put into investment and risk products that don't suit their risk profiles, noted the ...

Two-thirds US clients don't understand fees

ALEX DUNNIN  |  WEDNESDAY, 27 FEB 2013
... clients don't know how their financial product providers are paid, according to new research from Boston-based Cerulli Associates. The research shows how Australia is not the only nation debating investment, pension and advice fees, transparency and ...

Two liquidators punished by ASIC

BEN COLLINS  |  TUESDAY, 26 FEB 2013
... it reviewed 45 external administrations he worked on. Struthers, who was practicing under the name I L Struthers & Associates, acknowledged that ASIC's views were "reasonably held." ASIC senior executive leader- insolvency practitioners, Adrian Brown ...

Temper, temper

BENJAMIN ONG  |  MONDAY, 18 FEB 2013
... it wasn't only us, a greater mortal than you and I, Raymond "Ray" Dalio - the president and founder of Bridgewater Associates, the world's biggest hedge fund - told other great mortals (2,600 political, business and financial leaders) at the World Economic ...

Email tops in social media stakes

MARK STORY  |  MONDAY, 4 FEB 2013
... Research presented by keynote speaker David Rae of Canberra-based accounting and financial planning firm Beames and Associates suggests that email is also the social media form favoured by clients. Results of an in-house survey conducted by Rae show ...

Confident Instos return to global equities

MARK SMITH  |  WEDNESDAY, 30 JAN 2013
... institutional investors. It was developed by Harvard University professor Kenneth Froot and Paul O'Connell of State Street Associates. The index tracks changes in investor risk appetite so that the greater the percentage allocation to equities, the higher ...

Bell Asset Management grows team

MARK STORY  |  MONDAY, 10 DEC 2012
... the company is also the Responsible Entity for the Australian domiciled unit trusts managed by US based Bridgewater Associates, LP, and Global Mining Investments Limited.

Family office growth creates opportunity for wealth managers

MARK SMITH  |  FRIDAY, 7 DEC 2012
... leading to significant opportunities for investment managers, according to Boston-based global research firm Cerulli Associates. A new global report posted by the company shows that assets under management for multiple family offices increased 68% between ...

Regulation compounds hedge fund woes

MARK SMITH  |  TUESDAY, 4 DEC 2012
... to an annual survey by Ernst & Young. The 2012 survey, Finding Common Ground, compiled by consulting firm Greenwich Associates for Ernst & Young, compares opinions from 100 hedge fund managers who manage over US$710 billion and 50 institutional investors ...