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Showing 361 - 370 of 517 results for Staff Writer

Lonsec makes portfolio manager changes after review

STAFF WRITER  |  WEDNESDAY, 30 JUL 2014
Following a strategic asset allocation (SAA) and model portfolio review, Lonsec 's Core Model Portfolios will now have a more balanced allocation between global and Australian equities and an increased allocation to alternative assets. The investment ...

ME Bank makes key appointment from GE Capital

STAFF WRITER  |  TUESDAY, 29 JUL 2014
ME Bank has appointed a former GE Capital risk expert to the position of chief risk officer. Carlo Cataldo spent 13 years with GE Capital, six as the consumer chief risk officer, and will now be tasked with capitalising on the comprehensive credit reporting ...

Lonsec returns PM CAPITAL fund to 'Recommended'

STAFF WRITER  |  TUESDAY, 29 JUL 2014
... status is a reflection of both strong fund performance and corporate changes. These include a repurchase of non-working staff shares and a wider allocation of staff shares, lower fees and tightening risk management and portfolio guidelines," he said. ...

Latest Financial Standard issue available on the iPad app

STAFF WRITER  |  MONDAY, 28 JUL 2014
In the latest edition of Financial Standard we look at some of the new aged care reforms and consider the opportunities for advisers in this space. We also profile the new Sunsuper chief executive Scott Hartley and look at the record breaking amount ...

Regulators relaxed about social media: IOSCO

STAFF WRITER  |  FRIDAY, 25 JUL 2014
... of social media by intermediaries is in its nascent stage but, across the globe, firms permitting its use prohibit their staff from making recommendations or providing investment advice. The most commonly used sites are Facebook, Twitter and LinkedIn." ...

YBR adopts cloud-based planner software

STAFF WRITER  |  THURSDAY, 24 JUL 2014
Yellow Brick Road (YBR) has migrated all its core business processes to a cloud-based platform to keep pace with technology changes. Software platform NetSuite has replaced all the previous systems, including those in the financial management division ...

CFS FirstWrap adds Insync's Global Titans Fund

STAFF WRITER  |  TUESDAY, 22 JUL 2014
The Insync Global Titans Fund has been added to CFS FirstWrap. The Fund, which was launched in 2009, uses equity derivatives to protect investors during downturns. "We are delighted to join Colonial First State FirstWrap in the international equities ...

ASIC puts hold Custom Wealth's AFSL

STAFF WRITER  |  TUESDAY, 22 JUL 2014
Brisbane-based Custom Wealth Solutions has also lost its Australian financial services (AFS) licence for three months. ASIC suspended the group's licence after it entered into receivership on June 11, 2014. The regulator has also permanently banned ...

RBS enters enforceable undertaking

STAFF WRITER  |  TUESDAY, 22 JUL 2014
The Royal Bank of Scotland has entered an enforceable undertaking in relation to "potential misconduct" involving the Australian Bank Bill Swap Rate (BBSW), the Australian Securities and Investments Commission (ASIC) has announced. RBS will also voluntarily ...

Zurich extends daily data feeds offer

STAFF WRITER  |  MONDAY, 21 JUL 2014
Users of the AdviserLogic platform will have access to Zurich Financial Services' daily data feed service as a result of a partnership between the two companies. The service automatically updates client and policy information to the financial planning ...