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| | | ... desk. He returned to Australia over a year ago as senior investment manager in Australian equities. Aberdeen said that the switch pits the two most senior players in the fund in their favoured roles. "Aberdeen is fortunate to have two such experienced ... |
| | | | ... that time, ASIC said it believed Kilara did not consider the benefits of clients own super funds before recommending a switch, did not consider clients own personal circumstances and failed to provide a Statement of Advice document in some cases. As ... |
| | | | Australian stocks are holding on to early gains at midday, on the back of strong rises in the materials and energy sectors. At 1219 AEST, the benchmark S&P/ASX200 index was up 42.8 points, or 0.96 per cent, at 4,494.5, while the broader All Ordinaries ... |
| | | | ... non-aligned advisers and non-aligned advice." Gale had previously called on Lonsdale advisers concerned about the take-over to switch to an independent operator. Phil Butterworth, chief executive of DKN, reportedly described this overture as opportunistic. ... |
| | | | ... he said. "Our research has shown that people who are unhappy with their superannuation's performance are more likely to switch their funds, and with the industry funds continuing their advertising assault the retail funds are likely to continue to face ... |
| | | | ... developments," said Dean Thomas, general manager, MasterKey, MLC. Additionally, advisers using MasterKey will now be able to switch a client's investment option strategy monthly or quarterly over a five year period, update pension payment information ... |
| | | | Schroders Australia has switched its $25 billion assets onto a new Singapore-based investment management system to keep up with compliance and regulatory changes, choosing portfolio management software provider, SimCorp Dimension. Taking 12 months to ... |
| | | | ... winner to their BT Super for Life account during the promotion period, capped at $20,000. "Open a BT Super for Life account, switch your super and get the chance," said the competition advertisement. "For example, transfer $18,400 from your existing ... |
| | | | ... The FOFA information pack states the introduction of a best interests duty will ensure that clients are only advised to switch insurance policies when it is in their best interests. The Government also contends that fees and charges within superannuation ... |
| | | | Andrew Sneddon, portfolio manager for Russell Investments said the fund, which has $50 million worth of assets under management, will now be managed on a slightly more aggressive footing by the Stamford, Connecticut, based managers. "It's essentially ... |
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