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Showing 7441 - 7450 of 8595 results for "SIM"

Coin downsizes software for advisers

MICHAEL HOBBS  |  WEDNESDAY, 19 MAR 2008
Coin Software has developed Risk Lite, a condensed version of Coin Office that allows risk writers to manage all client data and recommend a product faster. Using Risk Lite the risk writer can identify each client's specific insurance requirements and ...

Macquarie shuts down US mortgage operation

WWW.THESHEET.COM  |  TUESDAY, 18 MAR 2008
A week after Macquarie Bank announced its decision to get out of the Australian mortgage market, the group's US subsidiary Macquarie Mortgages Inc of Jacksonville, Florida, wrote to brokers informing them that it would no longer be accepting applications ...

S&P recruits IOOF exec after Ibbetson's exit

RUTH LIEW  |  FRIDAY, 14 MAR 2008
IOOF senior research manager Paul O'Connor has jumped ship to take up the position of director in ratings house Standard & Poor's fund services team. O'Connor, who officially left IOOF Monday this week, will begin his new role on March 31 and will be ...

High net worth, high expectations

MICHAEL HOBBS  |  THURSDAY, 13 MAR 2008
As much as providing planning services to high net worth clients is a surefire way to grow funds under advice (FUA), gaining their loyalty is as hard as it looks. Accountants and financial planners shouldn't consider servicing high net worth clients ...

Pinnacle appoints distrib exec

MICHAEL HOBBS  |  WEDNESDAY, 12 MAR 2008
Pinnacle Investment Management has appointed Andrew Chambers to director of distribution and client relationships after the group's boutique businesses success in the market. Chambers previously worked at Legg Mason for seven years as vice president ...

Regulators fight breaches online

RUTH LIEW  |  WEDNESDAY, 12 MAR 2008
The Australian Prudential Regulation Authority (APRA) and the Australian Securities and Investments Commission (ASIC) has launched a new online breach reporting system for dual-regulated institutions. According to a joint statement released by both ...

Listed cos fail compliance test

MICHAEL HOBBS  |  MONDAY, 10 MAR 2008
A higher number of ASX-listed company directors have failed to comply with share trading rules today compared to four years ago, raising questions on the prevalence of insider trading and the influence of the country's regulators. The number of top ...

EMs too fast, too furious for sub-prime

RUTH LIEW  |  MONDAY, 10 MAR 2008
Emerging markets are set to grow more than three times the rate of developed markets and will shrug off the sub-prime led liquidity crisis with ease, according to emerging markets wizard Mark Mobius. EMs investments expert Mobius from Templeton Asset ...

GVI shifts retail weight to insto

MICHAEL HOBBS  |  FRIDAY, 7 MAR 2008
Homegrown fund manager Global Value Investors (GVI) flags plans to offer its flagship retail fund to institutional clients. Established in February 2005, the GVI is seeking to launch its flagship Global Industrial Share Fund to institutional clients. ...

Hunter Hall extends Bravura deal

Hunter Hall Investment Management has extended its existing contract with wealth management software provider Bravura for another three years. The SRI specialist manager initially licenced the Garradin software more than five years ago, using the system ...