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Showing 471 - 480 of 662 results for Michelle Baltazar

Martin Currie rakes $500m and growing

MICHELLE BALTAZAR  |  THURSDAY, 5 MAR 2009
Scottish fund manager Martin Currie couldn't have picked the worst time to set up an Australian base but that hasn't stopped them from winning $500 million in new mandates thanks to the track record of their global alpha strategy. In the middle of the ...

S&P withdraws Lazard ratings

MICHELLE BALTAZAR  |  WEDNESDAY, 4 MAR 2009
Lazard Asset Management Pacific has requested ratings firm Standard & Poor's to withdraw the four-star ratings on five Lazard equities funds. The funds affected were Lazard Select Australian Equity Funds (I and W Classes), Lazard Australian Equity Funds ...

IOOF quadruples platform reach after Skandia buy

MICHELLE BALTAZAR  |  MONDAY, 2 MAR 2009
Financial services group IOOF climbs through the ranks of platforms with the largest share of the non-aligned adviser market when it acquired Skandia Australia and Intech, a move that quadruples its slice of the sub-segment and adds more than $8 billion ...

Morningstar awards top fund managers

MICHELLE BALTAZAR  |  MONDAY, 2 MAR 2009
In a year where only the fittest survived, seven fund managers including Schroders, Vanguard and Platinum proved they're on top of their game. Schroders took the top award, Morningstar Fund Manager of the Year 2008, in the annual awards event held in ...

Subsidise financial advice: Shiller

MICHELLE BALTAZAR  |  FRIDAY, 27 FEB 2009
Investors can be better protected from the next investment bubble if the government legislate subsidised financial advice and support an insurance scheme that will hedge home-owners against extreme property prices, said Dr. Robert Shiller, the author ...

SMAs under ratings microscope: van Eyk

MICHELLE BALTAZAR  |  FRIDAY, 27 FEB 2009
Ratings and research group van Eyk is looking at developing a ratings methodology that will allow advisers to compare the range of separately managed accounts (SMAs) in the market, a small step that goes a long way in legitimising the inclusion of SMAs ...

Rising above the average: Fiducian

MICHELLE BALTAZAR  |  FRIDAY, 27 FEB 2009
Financial services and advisory group Fiducian trailed behind some of its peers during the years of easy money but when the crunch came, it's the group's very same prudent strategy that saved the day. The numbers show a part of the story. The group ...

Back to school for Sunsuper

MICHELLE BALTAZAR  |  THURSDAY, 26 FEB 2009
Sunsuper has unveiled a new online money and super school that features a suite of interactive audio modules about investment and superannuation issues. The online school covers topics such as good debt, bad debt, investing in property to more complicated ...

SMSFs breach asset rules

MICHELLE BALTAZAR  |  THURSDAY, 26 FEB 2009
More than half of all SMSF fund breaches last year were due to the fund breaking their "in-house asset" rules, according to a new study, with some trustees effectively using their super fund as their personal cheque account. The latest research from ...

Advisers award top insurers

MICHELLE BALTAZAR  |  THURSDAY, 26 FEB 2009
Asteron and Aviva were the joint awardees of this year's 2008 Life Insurance Company of the Year Award by the Association of Financial Advisers (AFA) and Plan For Life. Challenger, which last year acquired the annuities portfolio of AXA, was named the ...