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Showing 401 - 410 of 602 results for "IMA"

Shape up or ship out

BENJAMIN ONG  |  THURSDAY, 3 NOV 2011
Germany and France has called Greek Prime Minister George Papandreou's all-in "referendum" gambit. Monsieur Sarkozy and Fraulein Merkel suspended the disbursement of the a,-8 billion rescue tranche until Greece makes up its mind to stay in the Eurozone ...

IMAs not a product but a business model

ALEX DUNNIN  |  THURSDAY, 3 NOV 2011
... Financial Simplicity's Stuart Holdsworth. Holdsworth said managed accounts, and especially individually managed accounts (IMA) which are akin to personalised mandates implemented and managed through scalable technology, are more a process rather than ...

US unlikely to follow EU short selling ban

ALEX DUNNIN  |  TUESDAY, 25 OCT 2011
Asset managers in Europe have reacted against an EU limited ban on short-selling of sovereign bonds but in the US the Securities Exchange Commission said it is unlikely to follow suit. Last week the European Union announced a ban on naked short selling ...

PPM expands portfolio management team

CLAIRE MCGREAL  |  MONDAY, 24 OCT 2011
... Ian Hardy to its portfolio management team. Hardy comes from Centric Portfolio Managers, the individually managed accounts (IMA) arm of Centric Wealth, where he was chief investment officer, overseeing more than $300 million in funds under management. ...

Advice boutique gets image shake-up

CLAIRE MCGREAL  |  FRIDAY, 7 OCT 2011
Asteron-aligned dealer group Guardian has shed 'financial planning' from its title in a bid to shake-up the company's brand on its 10th anniversary. Guardian Advice, formerly known as Guardian Financial Planning, said the brand had become "tired" and ...

Asian counterweight

BENJAMIN ONG  |  THURSDAY, 15 SEP 2011
It's still the word - Greece, that is. "In the face of the extensive rumbas of the last few days, it was stressed by all that Greece is an integral part of the Eurozone." This was Greek government spokesman Elias Mossialos' announcement to the world ...

Lost GPS

BENJAMIN ONG  |  MONDAY, 15 AUG 2011
And so here we are ladies and gents. Very much unsure of where financial markets are gonna go. In times like these, it becomes so easy to get swept up by the mood of the mob. Someone shouts "sell" and everybody rush to the exits - never mind why, we ...

Regnan announces new manager director

LOREN RUGEBREGT  |  FRIDAY, 5 AUG 2011
Environmental, social and corporate governance (ESG) specialist Regnan has promoted former deputy managing director Amanda Wilson as the new managing director of the company. Regnan produces investment-ready ESG data on S&P/ASX200 companies, designed ...

Industry uncertainty limits MDAs

ELISE BURGESS  |  THURSDAY, 28 JUL 2011
Lack of compliance understanding and industry-wide consensus is hindering advisers from using managed discretionary accounts to their full potential, but new reforms may soon push them into the spotlight, said Institute of Managed Accounts Providers. ...

Coaching tips invigorate adviser roadshow

ALISON BEVEGE  |  WEDNESDAY, 27 JUL 2011
Financial advisers were treated to a magical list, staff empowerment and "I've got the cookie" in a memorable coaching session on how to build an award-winning business at the Association of Financial Advisers national roadshow in Sydney today. Steve ...