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Showing 5181 - 5190 of 8592 results for "SIM"

OC Funds Management rebrands under Copia umbrella

MARK SMITH  |  WEDNESDAY, 2 JUL 2014
Equity boutique and managed account provider OC Funds Management has formalised its relationship with a number of off-shore boutiques by rebranding as Copia Investment Partners. The Melbourne-based asset manager has teamed up with London-based Odey ...

Infocus and Patron deal puts new group in top ten

LAURA MILLAN  |  TUESDAY, 1 JUL 2014
The financial advice landscape is likely to be shaken up again by a merger between two medium-sized firms that would put the new group among Australia's top ten providers. Infocus Wealth Management and Patron Financial Services are expected to merge ...

Third arrow, broken arrow

BENJAMIN ONG  |  TUESDAY, 1 JUL 2014
oh there we have it folks! Wall Street ends the last day of the month, the quarter and the first six months of 2014, to quote T.S. Elliot, "not with a bang but a whimper. If you must know Virginia, the S&P 500 index finished a teenie-weenie 0.04% lower ...

New compass needed for global economy: BIS

NATHALIE OLOF-ORS, AAP  |  MONDAY, 30 JUN 2014
Countries must dramatically rethink strategies for avoiding and dealing with financial crises, the Bank for International Settlements says, urging far more focus on fighting debt. The Swiss-based BIS -- dubbed the central bankers' central bank -- has ...

Netwealth unveils key changes to advice business

LAURA MILLAN  |  FRIDAY, 27 JUN 2014
Netwealth Advice Group is making key changes to its leadership after Pathaway Licensee Services general manager left to pursue another opportunity. Kate Humphries has been the general manager of netwealth-owned Pathway Licensee Services for two and ...

Senate report, a turning point for advice industry

LAURA MILLAN  |  THURSDAY, 26 JUN 2014
The financial services industry is at a turning point after the Senate Economics Committee report stressed the need for dramatic changes in the way the advice sector operates. The Financial Planning Association (FPA) said that "Australia's complex financial ...

Super funds procrastinate on holdings disclosure

JAMES FERNYHOUGH  |  THURSDAY, 26 JUN 2014
Super funds are not treating the looming reality of portfolio holdings disclosure as a priority, according to BNP Paribas Securities Services' chief administration officer Daryl Crich. Speaking to media this week, Crich said: "I don't think it is front ...

Health and wealth go hand in hand: Survey

MICHELLE BALTAZAR  |  THURSDAY, 26 JUN 2014
One financial adviser says helping his clients meet their financial and fitness wishlist can be the right tonic for their long-term financial ails. Senior financial planner Michal Bodi from Sydney Financial Planning is a big fan of behavioural finance. ...

Vision Super merges its two funds

JAMES FERNYHOUGH  |  WEDNESDAY, 25 JUN 2014
Victoria-based superannuation funds Vision Super Fund (VSF) and Local Authorities Superannuation Fund (LASF) have announced they will merge. The two funds already share the same trustee and the same branding (Vision Super), but are registered as two ...

Momentum for mFund service gathering despite uncertainty

MARK SMITH  |  WEDNESDAY, 25 JUN 2014
Equity Trustees has said it is starting to see momentum building for investors to transact through the ASX's mFund Settlement Service. The group says applications for funds provided by two of its clients, PIMCO and Armytage Private Funds, are being ...