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Showing 6661 - 6670 of 11312 results for "research"

Sally Loane new CEO of the Financial Services Council

STAFF WRITER  |  TUESDAY, 11 NOV 2014
... of Waratahs Rugby and SCEGGS Darlinghurst, is deputy chair of the Committee for Sydney, Governor of the Cerebral Palsy Research Foundation and a member of the Salvation Army's Media Advisory Board.

BT offers wholesale funds to retail platform clients

MARK SMITH  |  TUESDAY, 11 NOV 2014
... well-rated funds classified either 'recommended' or 'highly-recommended'. Many of the funds are also included in the research houses' model portfolios. These funds are essentially the same as the underlying wholesale funds but have a lower management ...

Retail MySuper transition too slow: ISA

STAFF WRITER  |  TUESDAY, 11 NOV 2014
... groups. The corresponding MySuper conversion ratio for not-for-profit funds already stands at 92%, noted the analysis. The research stated that because members in retail MySuper products pay significantly lower fees than in the normal default retail ...

UBS makes three appointments to wholesale sales team

JAMES FERNYHOUGH  |  MONDAY, 10 NOV 2014
... Australia. From Perennial Investment Partners, Alycia Vassallo will be the new consultant relationship manager, managing UBS' research house and asset consultant relationships. Adam Muston joins the firm from Shaw Stockbroing, and will take on the role ...

Winners of advice research grants revealed

STAFF WRITER  |  FRIDAY, 7 NOV 2014
The Financial Planning Education Council (FPEC) has awarded the 2015 FPEC academic research grants to academics from Deakin University and the University of Western Sydney (UWS). Recipients of the grants will be awarded $5,000 each to support the research ...

ETFs jump 44 pct to $13.6bn

ALEX DUNNIN  |  FRIDAY, 7 NOV 2014
... estimated at in excess of $20 billion and is already equivalent to one quarter the market size of investment wraps, noted research from Rainmaker.

Lonsec acquires van Eyk's iRate business

LAURA MILLAN  |  THURSDAY, 6 NOV 2014
Lonsec Research has acquired iRate's technology and client base from the van Eyk group of companies, currently in liquidation. The acquisition confirms Lonsec's strategy to fast track their technology offering to the financial planning and fund manager ...

Retail fund members most likely to establish SMSFs

LAURA MILLAN  |  THURSDAY, 6 NOV 2014
... Members of retail funds are the most likely group to switch to self-managed super funds (SMSFs), according to CoreData research. As many as 4.8% of retail fund members are likely to set up an SMSF in the next 12 months, and 17.8% are likely to do so ...

PROFILE: Lonsec Fiscal Holdings joint chief executive Amanda Gillespie

LAURA MILLAN  |  WEDNESDAY, 5 NOV 2014
... Holdings joint chief executive Amanda Gillespie joined Lonsec in early 2000, when it employed three analysts and provided research only to the Lonsec dealer group. For the last 14 years, Gillespie has seen Lonsec grow and become one of Australia's major ...

Super returns dip to 9.0 pct

STAFF WRITER  |  TUESDAY, 4 NOV 2014
... five year average annual returns at 7.5% pa and 10 year average annual returns at 6.7% pa. Rainmaker, SelectingSuper's research partner, noted that not-for-profit (NFP) super funds achieved 12 month returns of 9.3% and retail funds (ie corporate master ...