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Showing 41 - 50 of 54 results for "University of Adelaide"

More SMSF trustees go it alone

MELANIE TIMBRELL  |  TUESDAY, 19 JUN 2012
... stop people making short-term buy/sell decisions," Bowerman said. The Investment Trends report came as University of Adelaide's International Centre for Financial Services (ICFS) released its latest Financial Advice Satisfaction Index with Lifeplan Funds ...

Investors at risk of disengaging from advice

RACHEL DAVIS  |  THURSDAY, 17 NOV 2011
... Satisfaction survey is undertaken every six months by Lifeplan Funds Management in conjunction with the University of Adelaide and looks at investor attitudes towards their advisers. The survey tests perception of trust and reliability of advisers, perception ...

New SMSF course on offer

ALISON BEVEGE  |  THURSDAY, 21 APR 2011
Self-managed super fund service provider Cavendish Superannuation has teamed up with the University of Adelaide to offer a three-day course next month explaining the complex area of self-managed funds. Cavendish self-managed super fund (SMSF) experts ...

MLC appoints dream team in tech services

RUTH LIEW  |  THURSDAY, 23 SEP 2010
... director of SPAA (Self Managed Superannuation Funds Professionals Association) and a lecturer with the University of Adelaide. Formerly technical marketing manager for Aviva, Breckon has over 30 years experience in the financial services industry.

Vanguard appoints MD

COMPANY RELEASE  |  MONDAY, 15 MAR 2010
... the Securities Institute of Australia and the National Insurance Institute, James earned an MBA from The University of Adelaide. Jeremy Duffield, who has served as acting managing director since November 2009, will resume his role as chairman of Vanguard ...

Bendigo head moves to ME Bank

RUTH LIEW  |  THURSDAY, 28 JAN 2010
... executive, banking and wealth. McPhee holds engineering and business administration qualifications from the University of Adelaide. Anthony Wamsteker, the previous group chief executive of ME Bank, left at the end of last year. Members Equity Bank started ...

SMSFs miss Asian equities boom

RUTH LIEW  |  MONDAY, 24 AUG 2009
... equities boom with their negligible exposure to international equities. Ralf Zurbrugg, a professor at the University of Adelaide, revealed at the SMSF Professionals' Association of Australia conference earlier this year that while the average investor's ...

Bassanese opens ETF consultancy

MICHAEL HOBBS  |  FRIDAY, 21 AUG 2009
... Economic Cooperation and Development (OECD), he also has a first class honours degree in economics from the University of Adelaide and a Masters in Public Policy from Harvard University.

Fin advice satisfaction down: Lifeplan

COMPANY RELEASE  |  WEDNESDAY, 3 JUN 2009
... condition," said Matt Walsh, Lifeplan Funds Management general manager of strategy and Development. The University of Adelaide's International Centre for Financial Services, which conducted the survey for Lifeplan, noted that the length of the relationship ...

SMSFs beat the market

MICHAEL HOBBS  |  FRIDAY, 13 MAR 2009
... over the same period, according to new research. Using Praemium data which contained around 4,500 funds, University of Adelaide professor, Ralf Zurbrugg, found SMSFs posted a gross loss of 11.6 per cent and a net loss of 13.7 per cent between July 2007 ...