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Showing 381 - 390 of 625 results for "houses"

Planners prime legal targets for angry clients

ALISON BEVEGE  |  MONDAY, 18 APR 2011
... Tarrants has been sued by 100 investors, despite doing due diligence. Tarrant says he viewed audited reports and major ratings houses gave Trio and associated Astarra funds glowing ratings. Finn Kelly, financial planner at advisory group Synchron, said ...

ING shelves global equities fund

MATT WOODINGTON  |  MONDAY, 18 APR 2011
... The fund was only launched in Australia in the first quarter of 2011 and was in the process of being reviewed by research houses here. "Due to some personnel changes in Europe we decided it would be commercially prudent to temporarily withdraw the fund ...

Trio victims turn on planners

ALISON BEVEGE  |  FRIDAY, 15 APR 2011
... advice. He said the firm based its decision on audited financial accounts as well as research from three reputable research houses, which all gave Trio Capital glowing reports. Tarrants has itself encouraged former clients to join a class action against ...

Media Super wants corporate marriage

ALISON BEVEGE  |  THURSDAY, 7 APR 2011
... corporate funds which we need to be able to replicate in order for them to come into Media Super." "We'd have clearing houses, telephone financial advice, a defined benefit capability - those sort of things which we would require to tempt a corporate ...

Big mandates, big risk

ALISON BEVEGE  |  TUESDAY, 5 APR 2011
... consulting. Sovereign wealth funds, worth a collective US$4 trillion, commonly give large mandates to external investment houses such as BlackRock, Aberdeen, Schroder, PIMCO and Goldman Sachs for management. "When you take sovereign wealth funds as clients ...

Aussie funds fail transparency test

ALISON BEVEGE  |  WEDNESDAY, 23 MAR 2011
... hand it's incredibly difficult and time consuming to do research properly." Hooper said planners were reliant on research houses for a basic level of information but they had so many funds to report on that their research is not as in-depth as it should ...

Ratings houses silent on Japan fund fallout

ALISON BEVEGE  |  WEDNESDAY, 16 MAR 2011
Research houses Morningstar, Lonsec and Standard and Poor's say it is too early to tell what the fallout from the Japan earthquake disaster will be on the superannuation industry. Financial markets have been roiled, affecting super fund investments. ...

RockStar charity raises $120k

ELISE BURGESS  |  FRIDAY, 11 MAR 2011
... Zurich for 'Not Fair' by Lily Allen. Sponsors for the event included dealer groups, platforms, fund managers, research houses and recruitment firms with two platinum sponsors, BT Financial Group and Perpetual, and 25 gold sponsors. "This is a fantastic ...

Self-directed investors challenge industry giants

MICHELLE BALTAZAR, ALEX DUNNIN  |  MONDAY, 14 FEB 2011
... services industry has been relatively straightforward - build your expertise and the investors will come. Major investment houses are able to use economies of scale to provide unbeatable products and services and use their own distribution networks to ...

CREATE predicts golden age for stockpickers

MATT WOODINGTON  |  THURSDAY, 10 FEB 2011
... stock pickers, rather than the 'ice age' that had been predicted, according to an academic. US and European investment houses are increasingly moving towards a 'bucket approach', with up to 50 per cent investment in beta products such as ETFs and specific ...