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Showing 461 - 470 of 602 results for "IMA"

Brand the top concern for finance industry

COMPANY RELEASE  |  MONDAY, 15 MAR 2010
No branding, no business. According to Aon's latest risk management survey, brand and image are the top risk concerns for financial firms for the third year in a row. Aon's 2009/10 Australasian Risk Management Benchmarking Survey notes that economic ...

Tale of two extremes

BENJAMIN ONG  |  MONDAY, 15 MAR 2010
"Those who don't remember history are condemned to repeat it." How often have we heard this - and variation of this -- "wise saying" before? Many, many, many times. But for financial markets, remembering history on the second week of March 2010 has ...

Happy birthday bull

BENJAMIN ONG  |  WEDNESDAY, 10 MAR 2010
Guess what? It's the bull market's first anniversary today! Hip..hip... Hooray Virgina! You and I have kept up the faith despite being battered by waves of doubters in an ocean of despair. It was exactly one year ago (9 March 2009) when Wall Street ...

Multiport upgrades UMA service

COMPANY RELEASE  |  WEDNESDAY, 3 MAR 2010
... portfolios or tailored client mandates. Multiport's upgrade to its UMA service means this option is also suitable for SMA and IMA styles of discretionary services. UMAs offer the opportunity to gain consolidated reporting and tax information across a ...

Planners can fix their poor public image

ALEX DUNNIN  |  THURSDAY, 25 FEB 2010
Planners have only themselves to blame for their poor public image but this creates the opportunity to turn things around if they focus on how they contribute to the community and deliver a consistent public message. Richard Klipin, chief executive ...

SuperChoice ups clearinghouse challenge

MICHELLE BALTAZAR  |  FRIDAY, 19 FEB 2010
Superannuation clearinghouse provider SuperChoice has teamed up with banking giant ANZ to develop PayClear2, a new system that can help small to mid-size businesses process SG contributions faster and with more accuracy. It's hard to get excited about ...

IMA research lag hampers investors

RUTH LIEW  |  WEDNESDAY, 17 FEB 2010
... their funds in the sector. According to Kris Vogelsong, head of corporate development at Private Portfolio Managers, the US' IMA and separately managed accounts (SMA) markets are well serviced by research houses such as Morningstar, along with smaller ...

When the time comes

BENJAMIN ONG  |  THURSDAY, 11 FEB 2010
The Greek ruins. Oh no, not another Greek metaphor! Yes Virginia, you and I and many others are perhaps sick in the stomach - or sick in the head? - of all the Greek metaphors that has sprung up since the potential for a Greek debt default made the ...

The audacity of Mark Bouris and Ray Miles

MICHELLE BALTAZAR  |  THURSDAY, 28 JAN 2010
... managed funds but is more tax-effective. For example, under a UMA, the underlying investments can be readily viewed (i.e. SMA/IMA accounts supported), the client is the beneficial owner of the underlying investments and the platform can support super ...

Wall Street v Main Street

BENJAMIN ONG  |  WEDNESDAY, 27 JAN 2010
It's still the economy stupid! Wall Street's attention had been diverted from watching and dissecting every piece of economic news to listening to words that comes out of politicians' mouths. Wall Street had been on edged ever since Obama and the Democrats ...