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| | | ... position, and draw on his hedge fund expertise to analyse funds to institutional and intermediary clients, including advisers and dealer groups. "Daniel has been an innovator and pioneer in the alternative research community domestically and we are very ... |
| | | | ... structured products from Instreet that have so far attracted almost $200 million of inflows from independent financial advisers. Instreet managing director George Lucas said the product is a short-term risk management tool to manage downside risk. For ... |
| | | | ... group Securitor caps its annual conference this month with the handing of awards to their best practices and financial advisers in 2009. Brad Cooper, chief executive of BT Financial Group, the wealth management business of Westpac, and Neil Younger ... |
| | | | ... Financial Services Reform (FSR) should the Coalition win the next election. Speaking at the Association of Financial Advisers (AFA) forum this month, Hockey said the FSR legislation was not implemented properly. "I want to see a review, should we win ... |
| | | | ... with Core Equity Services on our platform," he said. "We have also introduced a number of new brokers to our panel for advisers to trade with, and settlement fees for these trades have reduced. These are significant improvements for advisers and their ... |
| | | | Advisers risk losing one in five of their clients if demand for intra-fund advice services become mainstream - but transactional advice could be the key to ensure advisers maintain an edge in the market. Cameron O'Sullivan, a financial adviser and director ... |
| | | | ... Macquarie Bank executive director, David Shirlow, as a director of its board. At Macquarie, Shirlow assisted financial advisers with technical support through his role of MAStech, which is the technical services division within Macquarie Adviser Services. ... |
| | | | Nearly a third of net sales on one of the UK's biggest investment platforms have gone to cautious managed investments, according to new research. Sales figures from Cofunds found cautious managed investment strategies continue to dominate the sales ... |
| | | | Karla Borland, head of research at Investec Private Advisers, is leaving the firm to take up the role of vice president in fund research at Credit Suisse Private Bank. Borland is leaving Investec in May, following seven years at the firm. She is taking ... |
| | | | ... "For the first time, regardless of which of the leading planning applications they use, they now have reporting on what advisers do with their time," said Mark Johnston, principal at Investment Trends. The research used analyst reviews of seven fully ... |
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