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Showing 301 - 310 of 622 results for "Cater"

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 ...

La Trobe names head of investor operations

JAMES FERNYHOUGH  |  FRIDAY, 31 OCT 2014
La Trobe Financial has appointed Cheree Cain to the role of executive head of investor operations. Cain has been with La Trobe for 11 years, where she has led the investor liaison team in the retail Mortgage Fund operations. Prior to that she spent ...

FEATURE: Is it time to change the conversation about ETFs?

JAMES FERNYHOUGH, MARK SMITH  |  FRIDAY, 24 OCT 2014
... market. They are cheaper than managed funds and are a more efficient diversification tool than direct stock picking. They also cater to retail investors' preference for domestic shares, and the strong dividend payouts and franking credits associated ...

Caterpillar economy turns into a butterfly

BENJAMIN ONG  |  FRIDAY, 24 OCT 2014
What a difference a week makes. Yes, yes, yo Virginia, in just seven winks, financial market sentiment went from "shiver me timbers, the sky is falling" to hapeee. Don't believe me? Here's Bloomberg's take last 15 October in its report headed, "World ...

Market Wrap AM

AAP  |  FRIDAY, 24 OCT 2014
The Australian market looks set to open higher, after gains on Wall Street overnight. At 0704 AEDT on Friday, the December share price index futures contract was up 17 points points at 5,389. Wall Street stocks rose more than one per cent following ...