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Showing 21 - 30 of 100+ results for Elise Burgess

APLs a potential minefield under FOFA

ELISE BURGESS  |  THURSDAY, 12 APR 2012
While opt-in may have attracted the most heated debate, lurking issues around conflicted remuneration may pose a bigger threat with the ACCC already involved, according to one asset management firm. Instreet Investment's managing director, George Lucas ...

Investor negativity despite positive signs

ELISE BURGESS  |  THURSDAY, 12 APR 2012
Investor sentiment climbed a significant 5.6 points in the latest index report, taking it to -16.8 and the eighth consecutive negative quarter. Based on the fourth quarter of 2011, a survey of 1,004 respondents between February 21 and March 5 this year ...

Treasury Group adds director

ELISE BURGESS  |  THURSDAY, 12 APR 2012
Former ANZ heavyweight and founder of the Centre for Investor Education, Melda Donnelly, has joined multi-boutique asset management business Treasury Group as an independent non-executive director. Effective since March 28, Donnelly was welcomed to ...

Planner annuity interest climbs

ELISE BURGESS  |  WEDNESDAY, 11 APR 2012
Financial planner current use of annuities may be limited, with only 36% using the products in 2011, but there are predictions of increased use across the industry revealed in a new planner survey. Key findings within the Investment Trends December ...

J.P. Morgan TS builds with six senior hires

ELISE BURGESS  |  WEDNESDAY, 11 APR 2012
J.P. Morgan has continued its hiring blitz appointing Damian Crowley as head of cash and trade sales for J.P. Morgan Treasury Services Australia and New Zealand along with five other senior hires. The newly appointed team will work closely with their ...

Social media trials in US continue

ELISE BURGESS  |  WEDNESDAY, 11 APR 2012
Morgan Stanley Smith Barney will continue its exploration into social media with a formal program to follow up on its 600 adviser pilot program. In May last year, Morgan Stanley began testing a pilot program to allow its financial advisers to interact ...

Member interests and employer choice paramount

ELISE BURGESS  |  TUESDAY, 10 APR 2012
Member interests and not the interests of competing funds is paramount for default super, said FSC and the AIST in their parliamentary submissions. The Australian Institute of Superannuation Trustees (AIST) and the Financial Services Council (FSC) have ...

Small-caps beat index but approach with caution

ELISE BURGESS  |  TUESDAY, 10 APR 2012
Small-caps remain riskier than investment in large-cap stocks but do offer significant value Morningstar said today in its Sector Wrap-Up for Australian smaller companies funds. In an assessment of the industry, Morningstar found that even the average ...

Super potential underrated by Aussies

ELISE BURGESS  |  TUESDAY, 10 APR 2012
Baby Boomers rate financial independence as costing $750,000 and wish to retire early but do not see their superannuation as the answer, reflecting a change in sentiment. In a new study assessing attitudes to individual financial health, Baby Boomers ...

Robeco hits Aus shores

ELISE BURGESS  |  THURSDAY, 5 APR 2012
Netherlands-based asset management firm, Robeco, has expanded into the Australian institutional market, headed up by former Australian head of institutional business at Aberdeen Asset Management, Stephen Dennis. With a focus on Australia's growing domestic ...