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Showing 661 - 670 of 852 results for "Ideal"

Instreet taps adviser demand for commodities

INSTREET UPDATE  |  TUESDAY, 8 FEB 2011
... alternative for many financial advisers that adopt a core-satellite approach to their clients' portfolios. They are also ideal for investors who built up their cash assets during the GFC and are now looking into a "protected" entry back into equities. ...

Super baby bonus validity questioned

ELISE BURGESS  |  MONDAY, 7 FEB 2011
... that money is going in. If you get the baby bonus, it would be good to see some of it go into super." Vamos said that the ideal situation would be is the baby bonus rated as income with the government co-contribution still paid, hence treated as after ...

Apostle picks up $50m, signs H2O

ELISE BURGESS  |  FRIDAY, 4 FEB 2011
... "Global Opportunities' capability over one year has generated nearly 24 per cent in return to the end of December, making it ideal for people looking for alpha, which will represent some opportunity for us going ahead," said Borysiewicz. In a separate ...

NAB boosts private equity admin

MATT WOODINGTON  |  FRIDAY, 4 FEB 2011
National Australia Bank's Asset Servicing division has signed an agreement with BNY Mellon to introduce private equity administration and middle office services for superannuation and fund managers. Leigh Watson, executive general manager in Asset Servicing ...

Disability trust comes with caveat

ELISE BURGESS  |  THURSDAY, 20 JAN 2011
Financial advisers must be wary of the pitfalls of setting up a disability trust, with many people who have a disabled dependent likely to lose their pension or insurance benefits without the right advice. In a number of cases, a client with a heavily ...

Investors miss wealth signposts

ELISE BURGESS  |  WEDNESDAY, 19 JAN 2011
Financial planners and their clients may be missing out on the 'wealth builder' signal, according to one financial planner, who recommends a three-pronged strategy to accumulate wealth. According to HLB Mann Judd wealth management partner Jonathan Philpot ...

Synchron taps online advice for growth

ELISE BURGESS  |  TUESDAY, 18 JAN 2011
... to provide financial advice. "We have a large contingent of under 40 [years old] advisers, which is growing to present an ideal opportunity for succession plans for the future, along with our older advisers contingent," said Paul Riegelhuth, a director ...

Count Financial taps AMP for research exec

ELISE BURGESS  |  TUESDAY, 18 JAN 2011
... offerings, product research for reviews, providing platform access to advisers and model portfolio creation. "Brendan is ideal for our current research area but also for some planned initiatives in the future such as multi-manager capabilities and our ...

Green light for Milton merger

ELISE BURGESS  |  TUESDAY, 14 DEC 2010
Milton Corporation and Choiseul Investments will merge after gaining 99 per cent shareholder approval, and the combined firm will place planners on the top of its list to do business with next year. The merged company will have $2 billion in assets ...

RMBS under the spotlight

RUTH LIEW  |  THURSDAY, 2 DEC 2010
... mind among fixed income investors. However, he pointed out that current market structures in the RMBS market are still "not ideal" for delivering true liquidity into the sector, following the liquidity freeze during the GFC. "When we think about what ...