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| | | ... said that there have already been a number of requests for proposals from interested clients. "Dundas's approach of generating both capital growth and dividend income for investors, through investing in a mix of emerging and traditional global markets ... |
| | | | ... misuse, such as pensioners being advised to invest all of their wealth in a single illiquid product with a view to generating income, and other investors being advised to internally leverage the purchase of structured products. Gavin Stewart, acting ... |
| | | | ... delivery more seamless. The new online Estimator Tool sits on BT Wrap's website and is designed to support advisers in generating estimated release date for their clients' tax statements. "They go in and put in their advisers' number and it spits out ... |
| | | | ... staged implementation and super funds use a custodian to advise them of monthly holdings. "If it's like that the cost of generating that information shouldn't be that large, we're talking about electronic disclosure." |
| | | | ... sectors. Philip Kewin, general manager retail life and investments at Zurich, said there is increasing demand for income generating investments, particularly amongst older investors, but that investor appetite for risk remains subdued. "We believe, given ... |
| | | | ... stocks over the last years. "I think IOOF acknowledges this performance," he said. "OC have a solid track record of generating excess return in the small cap sector while maintaining a strong focus on risk management," said Daniel Farmer, portfolio manager ... |
| | | | ... under management. Yacktman seeks to make investments in high-quality businesses at low valuations with the goal of generating out performance over the long term. The firm's two flagship mutual funds, The Yacktman Fund and The Yacktman Focused Fund, are ... |
| | | | ... Index, an unrelated AFSL holder and was an established and reputable provider of financial services with a history of generating investment returns for clients. CIA told investors that returns would be generated through investments in contracts for difference ... |
| | | | ... financial services than enable it to grow as fast as it has in the past," notes the report. Explaining how the revenue generating distribution structures that are currently the sector's mainstay will be impacted, the reported added that "There is already ... |
| | | | ... Group. Businesses are aligning themselves formally with local partners as a way of expanding their client offer and generating additional leads and referrals. "Our practices have been proactive in their growth strategies and we've been active in providing ... |
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