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Showing 721 - 730 of 1246 results for "Retail investor"

FPA calls for clear separation of general and personal advice

LAURA MILLAN  |  FRIDAY, 4 APR 2014
The Financial Planning Association (FPA) asked the Financial System Inquiry (FSI) to review the definitions of general and personal advice over concerns that the terms make it difficult for consumers to distinguish personal advice from product sales. ...

AMP opens three funds to retail investors

MARK SMITH  |  TUESDAY, 1 APR 2014
AMP Capital has made three of its funds available to retail investors for the first time. The funds are the AMP Capital Dynamic Markets Fund, Australian Equity Income Fund and Income Generator. The first two funds have previously only been available ...

La Trobe mortgage fund gets "Strong" rating

STAFF WRITER  |  WEDNESDAY, 26 FEB 2014
The La Trobe Australian Mortgage Fund has been awarded a "Strong" rating from Australia Ratings. In its first rating from Australia Ratings, A the rating was given due to a number of operational components, performance, financial adequacy and stability ...

Treasury Group's FUM up on retail inflows

ALICE URIBE  |  TUESDAY, 25 FEB 2014
Strong performances from RARE Infrastructure (RARE), Investors Mutual Limited (IML) and Celeste Funds Management (Celeste) has seen Treasury Group's profits climb 30% to $7.2 million in its half year results for the six month period ending 31 December ...

Van Eyk expands research team

STAFF WRITER  |  TUESDAY, 18 FEB 2014
Van Eyk Research's head of manager research Rob da Silva has continued to build his team since joining the company in late 2013, adding three analysts to its manager research team that services financial advisers. Murray Asken has joined van Eyk from ...

Altair launches two funds for retail investors

MARK SMITH  |  WEDNESDAY, 12 FEB 2014
Altair Asset Management has launched two Australian equity funds for the retail market. The Altair Income Fund focuses on sustainable dividend income while the Altair Advantage Fund aims to achieve medium to long term capital growth. Altair is a high ...

ASIC sets its sights on hybrid securities

MARK SMITH  |  THURSDAY, 6 FEB 2014
The Australian Securities and Investments Commission (ASIC) has released a new hybrid securities education guide aimed at retail investors. Published on the regulator's MoneySmart website, the guide is intended to help investors understand the risks ...

Retail investors turn to media for financial advice: GSAM survey

HARRY PAGE  |  WEDNESDAY, 29 JAN 2014
... by financial planners, a Goldman Sachs Asset Management (GSAM) survey has revealed. The most recent Australian Retail Investor Survey, which surveyed over 600 investors, revealed that reliance on advisers has dropped from 17% in 2012. Comparatively 34% ...

Resolution Capital celebrates 10-year anniversary

MARK SMITH  |  FRIDAY, 17 JAN 2014
Focusing on a small number of stocks in the highest quality markets has been the key to achieving strong performance without sacrificing investor's liquidity, according to the managing director of Global Real Estate Investment Trust (REIT) manager Resolution ...

Realindex outperforms as it passes five-year milestone

MARK SMITH  |  FRIDAY, 17 JAN 2014
... the business has reached this milestone, with its success underpinned by strong results and institutional and retail investor support. "We take the view that for long-term investors, breaking the link between price and portfolio weight and weighting ...