Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 4351 - 4360 of 6265 results for "DET"

US advisers don't understand clients risk tolerances

ALEX DUNNIN  |  FRIDAY, 15 MAR 2013
Advisers in the US are recommending products to clients based on inadequate risk profiling assessments, according to research from Cerulli Associates. The result is that clients are being put into investment and risk products that don't suit their risk ...

ESG RA to award best stockbroking research

MICHELLE BALTAZAR  |  THURSDAY, 14 MAR 2013
Australian equities stockbrokers who have excelled in the field of ESG research will be acknowledged in an awards ceremony to be held in Sydney later this month. The fourth annual ESG Research Australia Awards Luncheon is being held on 27 March (Wednesday) ...

Fund house publishes full holdings online

MARK SMITH  |  THURSDAY, 14 MAR 2013
Bedlam Asset Management has set a new standard in portfolio disclosure, revealing full fund holdings to investors with just a 72-hour lag. The UK-based fund house, which is currently marketing its Global and Emerging Markets funds to Australian institutional ...

Zurich launches automated risk data feed

LAURA MILLAN  |  THURSDAY, 14 MAR 2013
Zurich Financial Services announced this week the launch of automated risk data feeds for advisers, which is available through the XPLAN financial planning program. Advisers can use this tool to access in-force policy and client information, which is ...

The Celtic Tiger gets back its roar

BENJAMIN ONG  |  THURSDAY, 14 MAR 2013
It's beginning to sound like a broken record ever since the Dow broke its 2007 record on the 5th of March 2013...and talks about the Dow are yet to stop - whether it'll continue heading higher, consolidate or reverse at some point. Guilty, your honour! ...

CFS FirstWrap regains platform top spot

MARK SMITH  |  WEDNESDAY, 13 MAR 2013
The CFS FirstWrap platform has overtaken MLC Wrap and Navigator to reclaim the top spot in Investment Trends' ranking of full-function platforms. FirstWrap topped the functionality table and also ranked first for product offering, transaction capabilities ...

Advisers open to double allocation to global equities

MARK SMITH  |  TUESDAY, 12 MAR 2013
An industry spot poll found that financial advisers are open to switching from a 70:30 split on their domestic versus global equities allocation to a 50:50 following a well-argued case on the merits of investing more offshore. Attended by more than ...

Still the best game in town

BENJAMIN ONG  |  TUESDAY, 12 MAR 2013
Wall Street continues to treat us to the spectacle that is the running of the bulls. The Dow is now a full 2.0% away from its 2007 record and the S&P 500 is less than 10 points away from reclaiming its own. To be sure, there was some not so good news ...

Managed accounts set for an overhaul

LAURA MILLAN  |  MONDAY, 11 MAR 2013
For the first time in nine years, the country's financial services regulator is placing the managed accounts sector through a comprehensive review, addressing grey areas and fixing major drawbacks that have long derailed the sector's growth. Institutions ...

Former Astarra director permanently banned from fin services

LAURA MILLAN  |  THURSDAY, 7 MAR 2013
The Australian Securities and Investments Commission (ASIC) announced today that it has permanently banned former Astarra Asset Management director Eugene Liu from providing financial services for failing to comply with financial services laws. Liu ...