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Showing 501 - 510 of 621 results for "Discretionary"

Advisers must justify complex products: ASIC

MATT WOODINGTON  |  MONDAY, 14 MAR 2011
ASIC will clamp down on the misuse of Managed Discretionary Accounts (MDAs) and increase scrutiny on advisers recommending capital guaranteed funds. A growing number of advisers are offering structured capital protected and capital guaranteed products. ...

IAS pools $650m in managed accounts

ELISE BURGESS  |  MONDAY, 7 MAR 2011
... to embrace managed accounts as the firm's funds under administration (FUA) hits $650 million. IAS' private label discretionary portfolio services has exceeded $650 million, with the business model's supporting some $4 billion in FUA through its clients ...

Strong returns boost super balances: AMP

ALISON BEVEGE  |  TUESDAY, 1 MAR 2011
... were found to be at their lowest levels since the last half of 2006, when the index began. The biggest falls in discretionary contributions occurred among those aged 45 to 49 (falling 1 per cent to 1.7 per cent) and those aged 50 to 54, whose extra contributions ...

Market Wrap

AAP  |  FRIDAY, 4 FEB 2011
... stability of the region. But better than expected December sales figures sent retail companies higher. Consumer discretionary companies in the Standard and Poor's 500-stock index gained 1 percent after national chains reported that sales were nearly ...

Market Wrap - Midday

AAP  |  THURSDAY, 3 FEB 2011
... Commonwealth Bank was 25 cents lower at $52.20 and Westpac had dropped 10 cents to $23.00. Mr Weston said the material and discretionary spending stocks were seeing the most gains on Thursday. The major miners were higher at noon. BHP Billiton was up ...

Insync hires senior portfolio manager

ELISE BURGESS  |  THURSDAY, 20 JAN 2011
... raises the investment team numbers to four, as the fund manager continues its focus on investing in more consumer discretionary and healthcare stocks to deliver returns this year. Desmond has over 16 years experience in global and emerging market equities. ...

Trinity3 names SMA portfolio managers

ELISE BURGESS  |  TUESDAY, 18 JAN 2011
... space," said Warren. The Trinity3 platform was launched in November last year to provide investors with access to discretionary investments through SMAs and cash products.

Praemium plans Australian Sharia service

ELISE BURGESS  |  THURSDAY, 9 DEC 2010
... the next quarter after working with the Islamic Bank of Britain to introduce the UK's only Sharia-compliant retail Discretionary Portfolio Service. Praemium, a financial portfolio administration provider, said it hopes to introduce a Sharia-compliant ...

ASIC bans adviser for misleading conduct

ELISE BURGESS  |  WEDNESDAY, 8 DEC 2010
... actions went against financial services law including communicating false information to a client and unauthorised discretionary trading. Tran was also found to revive client trades and allocation of trades to suspense accounts and not act in accordance ...

Principal boutique launches currency fund

COMPANY RELEASE  |  FRIDAY, 29 OCT 2010
... seed capital. The Fund is a sub-fund of the Principal Global Opportunities Series and uses the same fundamental discretionary investment process that the Group uses to manage its other active absolute return portfolios. It has a target volatility of ...