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Showing 41 - 50 of 59 results for "M Core"

High risk investors lose appetite for risk

JAMES FERNYHOUGH  |  WEDNESDAY, 12 MAR 2014
The first quarter of 2014 has seen a marked drop in risk appetite among ordinarily high-risk investors, research from CoreData has shown. Only 19.1% of investors with high risk profiles said they were likely to invest in new equities or products in ...

Suncorp Life set for overhaul after 76% profit plunge

LAURA MILLAN  |  THURSDAY, 22 AUG 2013
Suncorp will overhaul its life risk business after net profit after tax dropped 76% in the past year and accounts now for less than 10% of Suncorp Group. Suncorp Life net profit after tax was $60 million, while its underlying profit was $120 million ...

Lonsec awards 'Recommended' rating to Bennelong Kardinia fund

MARK SMITH  |  THURSDAY, 15 NOV 2012
The Bennelong Kardinia Absolute Return Fund has been awarded a 'Recommended' rating by research house Lonsec. The fund is managed by Bennelong Funds Management's boutique, Kardinia Capital, and headed-up by Mark Burgess and Kristiaan Rehder. Lonsec ...

Investing in Asia conference opens for business

ALEX DUNNIN  |  THURSDAY, 2 AUG 2012
Australian institutional investors wanting to gain a toehold in the Asian market or learn more about how the funds management market works in the region have only a few weeks to register for the Australian Centre for Financial Studies' Investing In ...

Research: Australian private banks fall behind

MELANIE TIMBRELL  |  THURSDAY, 17 MAY 2012
Australian private banks have fallen behind the UK in satisfaction levels, according to research from CoreData. A quarterly survey of 1,722 Australians with more than $1 million excluding residence and superannuation found that only 33.1% currently ...

Mid-sized licensees to disappear: CoreData

ELISE BURGESS  |  TUESDAY, 15 NOV 2011
Mid-sized financial planning firms will be "swallowed up" by opportunistic licensees as the rate of acquisition will rise while new forms of advice will reign, according to a research paper from CoreData. In its "Licensee of the Future" white paper ...

SMA managers raise standards

MATT WOODINGTON  |  MONDAY, 29 AUG 2011
The performance of separately managed account funds on platforms is rising steadily, according to Standard & Poor's Fund services, which upgraded one manager and downgraded another in its recent sector review. S&P upgraded the Dalton Nicol Reid Australian ...

AMP scales advice for affordability

ELISE BURGESS  |  MONDAY, 18 JUL 2011
AMP has announced a new scalable advice model aimed at creating an affordable product to attract investors who would normally bypass advisers. The My Money Choices model was developed in consultation with financial planners, customers and the Australian ...

Planners react badly to FOFA

ALISON BEVEGE  |  FRIDAY, 6 MAY 2011
Financial planners have reacted in fear to the Future of Financial Advice reforms, anticipating less pay for more work - and would pass costs on to clients, research firm CoreData has found. The independent research canvassed the views of 358 advisers ...

Macq customised portfolio mgt makes the grade

ALISON BEVEGE  |  FRIDAY, 25 FEB 2011
Ratings agency Standard & Poor's has rated two Macquarie Customised Portfolio Management products, increasing the number of researcher-rated SMAs available to financial advisers. The research firm gave the MCPM Core Australian Equity SMA model fund ...