Search Results | Showing 491 - 500 of 962 results for "Notes" |
| | | ... $40 million corporate bond issuance, with FIIG Securities acting as sole lead arranger for the transaction. The five-year notes issue has a minimum initial investment of $50,000 and will be distributed to FIIG Securities clients who qualify as sophisticated ... |
| | | | ... and retail funds scored 59% and 56.3% respectively. Overall satisfaction has increased by 4.5% to 58% Although the report notes that performance satisfaction generally increases with balance, SMSFs still have the highest satisfaction rating for all balances ... |
| | | | ... on the UK occupational pension fund sector should not be repeated in the US. Explanatory information on SIFMA's website notes that the DOL reform will expand fiduciary responsibilities from actual personal advisers to also include 401(k) and Investment ... |
| | | | ... Benchmarking Report. After XPLAN, the next highest-rated planning applications were Rubik Coin and AdviserNETgain. The report also notes that an increased focus on FoFA compliance has resulted in licensees making better use of the compliance functionality ... |
| | | | ... changes and demands for greater transparency, better liquidity, and lower fees. Unlike traditional asset classes, the research notes, the alternatives sector hasn't faced as much downward pressure on management fees. The growing pool of institutional ... |
| | | | ... celebration of the Stella Network, an initiative of BTFG to support women in financial planning. Themed "Hitting the high notes", the Stella Network aims to lift the bar in financial planning, particularly in the way it addresses gender diversity within ... |
| | | | ... process," he explains. "Investors would have to fill out an application form which could contain anything up to 20 pages of notes. It was quite an arduous task which turned most people off." For the full story, download the 27 January issue of the Financial ... |
| | | | ... ANZ is looking to raise $750 million through its latest hybrid issue, announced today. The bank will launch an ANZ Capital Notes 3 offer from February 5, 2015, as part of the group's capital management strategy. The offer is open to Australian investors ... |
| | | | ... years old, and they might not want us to get into as much detail as older and more sophisticated clients," he said. But Nash notes that mFund will allow the firm to build on active management options to complement current indexed options in its model ... |
| | | | ... Ibbotson, Morningstar, Charter Financial Planning, Lonsec, Fat Prophets, Three Sixty, Hill Ross and MultiPort. The report notes that the managed accounts market spans a spectrum of offerings encompassing managed discretionary accounts, individually managed ... |
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