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Showing 7901 - 7910 of 9822 results for "Advisers"

FRM attracts $25m inflows

ELISE BURGESS  |  MONDAY, 28 FEB 2011
... investment firm, launched its offshore fund FRM Sigma, investing in a globally-source portfolio of Commodity Trading Advisers (CTAs) that specialise in managed futures. A managed futures account is a type of alternative investment, that takes both long ...

Opposition slams opt-in policy

MATT WOODINGTON  |  MONDAY, 28 FEB 2011
... that opt-in, be it every 12 months or every 36 months, would play an important part in increasing engagement between advisers and clients and defining what is information and what is advice in the sector. While acknowledging the benefits of engagement ...

SMSFs increase reliance on ETFs

MATT WOODINGTON  |  MONDAY, 28 FEB 2011
... allocation into exchange traded funds (ETFs) as a way to ensure low-cost, long-term returns. Almost 50 per cent of financial advisers are now using or evaluating ETFs within their investment portfolios, research suggests. There has also been an increase ...

AIA rolls out service-focused insurance

ELISE BURGESS  |  MONDAY, 28 FEB 2011
... rivals through a new suite of customer-focused insurance upgrades and more time-saving insurance tools for financial advisers. Under the group's newly launched WeCare service, AIA's existing Priority Protection product has received a number of customer ...

AFA takes the lead with consumer campaign

ELISE BURGESS  |  FRIDAY, 25 FEB 2011
The Association of Financial Advisers (AFA) said it sees opportunities in the FOFA reforms and will be looking for ways to work with its members to make the most of the upcoming advice industry changes. Speaking at an AFA event on Wednesday, AFA chair ...

Dealer groups raise stakes in portfolio mgmt

ALISON BEVEGE  |  FRIDAY, 25 FEB 2011
... trend that has highlighted the benefits of the new breed of managed accounts, which allows fund managers and financial advisers work together to better serve the future wave of investors, most of whom like to be more in control over their savings. For ...

Macq customised portfolio mgt makes the grade

ALISON BEVEGE  |  FRIDAY, 25 FEB 2011
... Macquarie Customised Portfolio Management products, increasing the number of researcher-rated SMAs available to financial advisers. The research firm gave the MCPM Core Australian Equity SMA model fund four stars and the MCPM Income Australian Equity ...

RI Advice Group targets WA practices

ELISE BURGESS  |  THURSDAY, 24 FEB 2011
... integrating Xplan into the advice process," said Ornsby. RI is focused on its own growth rate, growing from about 200 advisers at the beginning of 2010 to 257 advisers across 125 member firms as of 31 January. "They understood our strategy and there ...

FPA slams industry fund 'one track agenda'

ELISE BURGESS, ALEX DUNNIN  |  THURSDAY, 24 FEB 2011
... 'opt in' arrangement for financial planners was negligible and estimated to be only about one hundredth of 1 per cent of advisers' funds under advice. Dismissing the Rice Warner research will be difficult however as the consultant was used by the FPA ...

TOWER, CommInsure tie as top insurers

ELISE BURGESS  |  THURSDAY, 24 FEB 2011
TOWER Australia and CommInsure both named Life Company of the Year in the Association of Financial Advisers (AFA) and Plan for Life awards held yesterday. In a surprise, the two life insurers ranked equal in the main category, with the awards committee ...