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Showing 541 - 550 of 602 results for "IMA"

Fees drive super switchers

CHRIS NICHOLLS  |  WEDNESDAY, 3 OCT 2007
A new survey from the Investment and Financial Services Association (IFSA) has stated the majority of people who switch funds do so due to brand power and fees. The survey, titled 'Super Decisions: Communicating with Customers and Effective Disclosure' ...

Investors Accru SMAs

CHRIS NICHOLLS  |  TUESDAY, 25 SEP 2007
High net worth advice specialists Accru Financial Planning (AFP) have partnered with BlackRock to offer Separately Managed Accounts (SMAs) on its menu. Director Matthew Kidd said BlackRock's size and international reach, including the future inclusion ...

Through the looking Glass Onion

Boutique web developer Glass Onion is fast gaining a name for itself after two successful projects where they gave finance websites a human face. The group has recently completed a web design for Community First Credit Union (CFCU) where CFCU clients ...

Market Wrap - Midday

AAP  |  WEDNESDAY, 19 SEP 2007
The Australian stock market has been buoyed by a big cut in interest rates in the United States which has helped ease fears that the US economy could slip into recession. In early trading today, the Australian stock market had lifted by more than two ...

Dalton Nicol Reid seals MBO

CHRIS NICHOLLS  |  MONDAY, 10 SEP 2007
Brisbane-based IMA specialist Dalton Nicol Reid has completed a management buy-out of their business from co-partners and investment advisers Fitzpatricks for an undisclosed sum. The move allows Dalton Nicol Reid to become totally independent and focus ...

IMAP to launch MA accreditation course

MICHAEL HOBBS  |  FRIDAY, 31 AUG 2007
The Institute for Managed Account Providers (IMAP) has called on financial planning groups and fund managers to review a draft for a proposed managed accounts accreditation course due to be rolled out next year. The course draft outlined key education ...

Managed accounts move one step closer to benchmarking

Members of the Institute of Managed Account Providers (iMAP) have formed a working group that will help develop the standards for benchmarking managed accounts (MAs), in a bid to help financial advisers compare MAs in a uniform format. Ratings agency ...

Sandringham selects Imagine Trading

Long/short fund manager Sandringham Capital has selected Imagine Trading System's ASP-based service, www.derivatives.com, for its portfolio and risk management needs. Steuart Roe, managing director of Sandringham was familiar with the software provider's ...

Fed Banks upgrade to next gen payment systems

A dozen Federal Reserve Banks in the US are upgrading their electronic check and image processing systems in a bid to handle the growing volumes of electronic checks and images from financial institutions. Unisys Corporation has signed a consulting ...

Taxes should not target PE: BVCA

ALEX DUNNIN  |  TUESDAY, 29 MAY 2007
The British Venture Capital Association (BVCA) has told Bloomberg they reject calls that additional taxation be imposed on its members just because they are private investors who use leverage. The rebuff follows reports that the British Trades Union ...