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Showing 521 - 530 of 989 results for "Notes"

XPLAN is top-rated financial planning software

ALEX GAMBOTTO-BURKE  |  WEDNESDAY, 4 MAR 2015
... 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 ...

Alternatives sector shaped by regulation, customer demand

ALEX BURKE  |  TUESDAY, 17 FEB 2015
... 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 ...

Stella Network ramps up support for women in financial planning

MICHELLE BALTAZAR  |  FRIDAY, 13 FEB 2015
... 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 ...

FEATURE: Understanding mFund

STAFF WRITER  |  WEDNESDAY, 4 FEB 2015
... 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 to launch $750m hybrid capital offer

LAURA MILLAN  |  TUESDAY, 27 JAN 2015
... 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 ...

Advisers closely watching mFund

LAURA MILLAN  |  WEDNESDAY, 21 JAN 2015
... 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 ...

Managed accounts boost advice business valuations

ALEX DUNNIN  |  WEDNESDAY, 21 JAN 2015
... 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 ...

Investment Trends releases 2014 platform report

ALEX BURKE  |  MONDAY, 19 JAN 2015
... from 51% in 2013 - overall expenditure on new functionality has fallen 22% from the previous year. Despite this, the report notes that adviser satisfaction with their primary platform is actually at its highest in eleven years, suggesting that investment ...

Nearly there?

BENJAMIN ONG  |  WEDNESDAY, 14 JAN 2015
... oil prices would increase oil importing countries' GDP by 0.1 to 0.5 percentage points. Not only this, the World Bank also notes that lower oil prices would bolster government revenues in developing economies as it lessens the need for fuel subsidies. ...

Market Wrap AM

AAP  |  WEDNESDAY, 10 DEC 2014
... no longer be used as collateral for some short-term loans, sparking a sell-off in riskier debt that spread to government notes and stocks. Greece's move to bring forward the process for choosing a new head of state risks triggering parliamentary elections ...