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Showing 6461 - 6470 of 8593 results for "SIM"

IAS pools $650m in managed accounts

ELISE BURGESS  |  MONDAY, 7 MAR 2011
Investment Administration Services (IAS) encourages both boutique and large dealer groups to embrace managed accounts as the firm's funds under administration (FUA) hits $650 million. IAS' private label discretionary portfolio services has exceeded ...

FOFA briefing fails to shed light on adviser concerns

MICHELLE BALTAZAR  |  FRIDAY, 4 MAR 2011
A financial adviser who attended the FOFA information session in Brisbane yesterday walked away with more questions than answers on how the public can benefit from the proposed reforms. Tim Ross, a financial adviser from Brisbane-based Ross Financial ...

OnePath upgrades OneCare tracking

ELISE BURGESS  |  FRIDAY, 4 MAR 2011
Advisers using OneCare can better monitor what happens during the underwriting phase of their client applications after a system upgrade rolled out this year. Onepath has launched an online application tracking system on its OneCare life insurance. ...

StatewideSuper upgrades insurance

ELISE BURGESS  |  FRIDAY, 4 MAR 2011
StatewideSuper has upgraded its income protection and death and total permanent disability (TPD) insurance cover for all existing members. The new upgrades will provide members with higher default cover and the option to take advantage of occupation ...

Annuities help combat longevity risk: Cooper

ELISE BURGESS  |  FRIDAY, 4 MAR 2011
Jeremy Cooper, the newly appointed chair of Challenger Retirement Income, spoke at an adviser roadshow about the threats of longevity, inflation and market risks on retirement savings, raising concerns that most portfolios are too equities-focused in ...

Centric Wealth reframes advice

ELISE BURGESS  |  THURSDAY, 3 MAR 2011
Financial advisory firm Centric Wealth sets new benchmarks in its profession through a new platform that combines a 'real world' approach to risk management with best-practice investing and advice-focused technology. The firm has launched a new investment ...

More tailored advice for baby boomers: Salt

ELISE BURGESS  |  THURSDAY, 3 MAR 2011
Financial advisers who abandon the 'one-size-fits-all' approach when serving their baby boomer clients are better positioned to grow their business, said Bernard Salt, KPMG partner. Speaking at a Challenger briefing, Salt told over 300 planners and ...

MLC program attracts new planners

ELISE BURGESS  |  THURSDAY, 3 MAR 2011
MLC aims to make a career switch into financial planning easier for people already working in the financial services industry through a new educational program. The MLC Pathway to Advice Excellence, which targets professionals already working in a similar ...

Yesterday today tomorrow

BENJAMIN ONG  |  THURSDAY, 3 MAR 2011
"Oh, I love you more today than yesterday." - Diana Ross Yesterday Wall Street dropped big time "on concern rising energy costs will threaten the economic recovery." This was Bloomberg's - and most other financial market commentators' -- interpretation ...

Macquarie Funds remove performance fee

MICHELLE BALTAZAR  |  TUESDAY, 1 MAR 2011
Macquarie Funds Group has made drastic changes to the fees charged by its International Infrastructure Securities fund, including the removal of the performance fees charged by the manager. "We have moved to simplify the fund by removing the performance ...