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Showing 3791 - 3800 of 3940 results for "USI"

Gearing up for longer-term value

Research from MLC has revealed that in most cases gearing adds value to an investor's portfolio. MLC used research was based on Australian sharemarket data since 1910 modelling lump sum gearing strategies over various rolling periods. In particular ...

Netwealth moves custody services inhouse

Non-institutional platform Netwealth has shifted the custody of its assets inhouse on its wrap, superannuation master fund and MIS products. The group was previously using National Australia Trustees for 18 months and prior to that used services from ...

Lonsdale reaches $1 billion mark

Lonsdale Financial Group has hit $1 billion in funds under advice for the Zurich owned, BT badged administration platform, Wrap Account at least three months ahead of schedule. Lonsdale was not expecting the milestone to be passed until October this ...

Treasury Group strikes Asian deal, names new chair and boosts funds

Boutique funds management firm, Treasury Group, has rounded off a busy week by naming a new chair to its board and also reporting an increase in funds under management of nearly 70 per cent. On Tuesday the group announced it had gone into partnership ...

Investors advised to use a stop-loss to realise profits

Independent provider of market information and trading tools Bourse Data has recommended investors use a stop-loss, a predetermined price level where a stock position will be closed, in order to realise their gains from the equity market. The technique ...

BT unveils new structures and roles for senior executives

BT Financial Group has completed a reorganisation of its structure from shifting from a functional focus to discrete business units. The shift has resulted in head of distribution Chris Freeman moving to head of Wrap Solutions while Geoff Peck has moved ...

Aviva badges deal with HBOS

The insurance and investment arm of HBOS Australia, St Andrews will be using a badged version of Aviva's Navigator investment platform to administer its clients investments. The announcement follows Aviva's recent deal with Infocus securing a $500 million ...

Advisers warm to boutique fund managers

A recent survey has confirmed the popularity of boutique fund managers with 70 per cent of financial planners using boutiques in the previous 12 months. The Tyndall Adviser Pulse Survey cited perceived attractiveness of fund manager's ownership in the ...

BNP Paribas Securities signs up HiPortfolio/3

BNP Paribas Securities Service has become the second custodian to sign up for DST International's (DSTi) new HiPortfolio/3 service since April. BNP Paribas decided to continue its relationship with DSTi following a detailed open tender. It had previously ...

Investors warned not to rule out entire sectors

Australian equity research company Lincoln Indicators has urged investors not to rule out entire sectors when looking to contruct portfolios as this type of approach could lead to missed investment opportunities in top quality companies. Called "sector ...