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Showing 61 - 70 of 100+ results for Elise Burgess

Inaugural responsible investing platform launched

ELISE BURGESS  |  THURSDAY, 22 MAR 2012
Advisers heard about the rising standards for UNPRI signatories and responsible investing at the official launch of Australia's first responsible investing platform. The Emerald Wrap is a non-aligned platform that promotes values based advice and is ...

FPA: Stance on opt-in remains the same

ELISE BURGESS  |  WEDNESDAY, 21 MAR 2012
The FPA has responded to industry-wide speculation that it has signed a deal with the Industry Super Network that would limit opt-in to a four year requirement. Reported in The Australian, the Financial Planning Association (FPA) and the Industry Super ...

Risk-averse investor pitfalls

ELISE BURGESS  |  WEDNESDAY, 21 MAR 2012
Capital risk is being ignored in favour of investor preference for risk-averse bank deposits, according to Equity Trustees. Shaun Manuell, head of asset management at Equity Trustees Limited, said the dangers of capital risk are not being expressed ...

ASIC, FPA, and FOS address shadow shopper report

ELISE BURGESS  |  WEDNESDAY, 21 MAR 2012
The FPA, ASIC and FOS have partnered to deliver a series of educational workshops for advisers to combat issues found in an upcoming ASIC Shadow Shop survey. The Australian Securities and Investments Commission (ASIC) revealed in February that conflict ...

CFSGAM tops global UNPRI rankings

ELISE BURGESS  |  TUESDAY, 20 MAR 2012
CFSGAM has topped five out of six United Nations responsible investment rankings with the fund manager urging the local institutional market to see the real benefits in responsible investing. Colonial First State Global Asset Management (CFSGAM) achieved ...

AIOFP selects OneVue platform

ELISE BURGESS  |  TUESDAY, 20 MAR 2012
The Association of Independently Owned Financial Planners has selected the OneVue platform as a new private label solution for its members, with a focus on SMSFs. The Association of Independently Owned Financial Planners (AIOFP) said OneVue's UMA platform ...

nabInvest names global head of distrib

ELISE BURGESS  |  TUESDAY, 20 MAR 2012
Rob Sullivan has been appointed global head of institutional distribution for nabInvest to develop strategies for global institutional investors. In his new role, Sullivan will report to Stewart Hancock, executive director investment solutions for nabInvest ...

BT Insurance upgrades offer

ELISE BURGESS  |  MONDAY, 19 MAR 2012
BT Insurance has upgraded its BT Protection Plans offering for better coverage for high net worth individuals, income protection and flexible application processes. After reviewing external adviser input for 12 months, BT Insurance has launched its ...

Super funds should refocus on fixed interest

ELISE BURGESS  |  MONDAY, 19 MAR 2012
Superannuation funds need to readjust their view of fixed interest to see its potential as a pre-retirement asset class and its complexities. Dr Doug McTaggart, chief executive of QIC, said that rather than super funds thinking about fixed interest ...

Govt launch MRRT super site

ELISE BURGESS  |  MONDAY, 19 MAR 2012
The Gillard Government has launched a new website to show Australians how the new Minerals Resource Rent Tax package will improve their retirement savings. MoreSuper.gov.au was launched yesterday and provides a calculator for individuals to input their ...