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| | | ... compliant, and if they are not the trustee gets penalised very heavily." There are several programs on the market that enable an easy flow of client information, said Peter Burgess, technical director, Self Managed Super fund Association of Australia. ... |
| | | | ... buy them." Due to investors in DC schemes often being less financially savvy, most assets were concentrated in traditional, easy to understand and cheap to deliver assets, according to the asset manager. Trickett added that real estate was currently ... |
| | | | ... their clients' current position, financial and lifestyle objectives and match a course of action to achieve those goals in an easy to understand visual representation. The DomaCom GPS was acquired from CARM last year and will be familiar to some advisers. ... |
| | | | ... GFC hit there was a reaction against managed funds and a shift to direct equities. "Advisers are seeing that it's not as easy as they thought to add value through stock picking. "Clients are always aware when stocks go up or down, but with model portfolios ... |
| | | | ... advisers to provide the features at a price usually reserved for wholesale investors. "Advisers are increasingly looking for easy to access, cost-efficient, diversified investment options to help protect portfolios in volatile markets," said Geoff Peck ... |
| | | | ... made worse by the failure of European leaders to get control of the contagion. "History has given Germany a role that isn't easy because of... Germany's reluctance to be seen as sort of throwing its weight around," he said. |
| | | | ... Strauss-Kahn was caught with his pants down (later exonerated mind you), hasn't she? Even DSK was calling for the same. It's so easy to say but oh so difficult to do for Europe. There is not a dearth of solutions to the European crisis but all seemingly ... |
| | | | ... G7's pledge for a coordinated response to Europe's crisis. Yeah, yeah, another empty promise - or so we thought. For it's so easy to hide under the G7 cloak. Not when it's your personal credibility is at stake. Two central bank authorities did just that ... |
| | | | Bond ETFs usage is on the rise as they offer investors easy access and an opportunity to either decrease risk or take advantage of unique return opportunities in their portfolios, according to Russell Investments. "Generally the ease of access has been ... |
| | | | ... even met. The program uses a suit of customised wealth calculator and projection tools to condense client information into easy to explain graphs and tables. As FOFA brings a fee-for-service model closer, the software aims help advisers justify their ... |
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