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Showing 501 - 510 of 576 results for "Directed"

High net worth clients being under advised

ELISE BURGESS  |  THURSDAY, 21 APR 2011
... under serviced areas were retirement planning, tax strategies and estate planning with investors usually following self-directed investment strategies though online brokerages. However, some seven out of ten survey respondents were extremely or very ...

BlackRock iShares breaks $1bn barrier

ALEX DUNNIN  |  WEDNESDAY, 23 FEB 2011
... will remain committed to educating the market, particularly in the segments of self-managed super fund (SMSF) and self-directed investors. ETFs are projected to grow 30-40 per cent annually over the next few years to reach $12 billion said Deborah Fuhr ...

Self-directed investors challenge industry giants

MICHELLE BALTAZAR, ALEX DUNNIN  |  MONDAY, 14 FEB 2011
... confronted by even bigger challenges - this time from a new breed of product providers built solely to cater for self-directed investors. Up until a few decades ago, the business template in the financial services industry has been relatively straightforward ...

Kingston Capital joins FSP

ELISE BURGESS  |  MONDAY, 31 JAN 2011
... a corporate authorised representative for FSP and assist in the development of FSP's fee for service program, client directed experience and client directed fee. "Joining Financial Services Partners means we can extend our range of advice to clients ...

AvSuper loses case against fund manager

RUTH LIEW  |  FRIDAY, 21 JAN 2011
... AvSuper, said the fund would be exploring all its post-trial options including appeal, but otherwise declined to comment and directed all enquiries to AvSuper's lawyers, Greenfields. "We've filed in the Court this week notice of our client's intention ...

ASIC clears up online disclosure rules

ELISE BURGESS  |  WEDNESDAY, 15 DEC 2010
... electronically. This means that financial planners are able to send out a statement of advice online, as long as the client is directed towards a website where full disclosure can be found by the client. ASIC deputy chairman Belinda Gibson said the regulator ...

Suncorp Life sells Tyndall to Nikko AM

ELISE BURGESS  |  TUESDAY, 16 NOV 2010
... largest in New Zealand. Suncorp said it will remain as Tyndall's major client with approximately $18 billion of Suncorp-directed funds to be managed by Tyndall as part of the strategic partnership. Meanwhile, Nikko AM has confirmed that Craig Hobart ...

AMP, AXA and CFS planners choose own super

RUTH LIEW  |  THURSDAY, 21 OCT 2010
... when compared to funds switched through other channels. Only 5 per cent of switched products going through advisers were directed to industry funds. This is despite members of industry funds showing a satisfaction level of 50.8 per cent, behind self-managed ...

BlackRock appoints new MD for Brazil

MEDIA RELEASE  |  FRIDAY, 24 SEP 2010
... worked with with Booz, Allen & Hamilton. BlackRock is already one of the world's largest managers of Brazilian equities directed to global investors and is expanding its local presence into local distribution of products through retail/intermediary channels ...

Timing the market still a tough game: survey

JOHN MCDULING  |  TUESDAY, 24 AUG 2010
... demographic in the trading community. Some 79 per cent of traders from "Generation X" identified themselves as "self directed", compared to 75 per cent of baby boomers and 72 per cent of "generation Y". The bi-annual Share Trader Insights Survey conducted ...