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Showing 901 - 910 of 1436 results for "Comprehensive"

India multi asset fund to list on ASX

LAURA MILLAN  |  WEDNESDAY, 27 MAY 2015
... the fixed income component of the fund "provides a degree of stability to the portfolio and gives investors a more comprehensive Indian allocation." "The LIC structure is perfect for offshore investment because it provides investors the protection and ...

UBS hands wealth management business to senior staff

MARK SMITH  |  TUESDAY, 26 MAY 2015
... IT platform that will provide clients with real time data and portfolio reporting. It also intends to provide a comprehensive suite of products, and is in advanced discussions with leading Australian domestic banks to complete the bank product offering. ...

NAB upgrades advice compensation program

LAURA MILLAN  |  THURSDAY, 21 MAY 2015
... independent about the process you have established." He also questioned the fact that NAB has not put in place a comprehensive compensation program for its advice clients, similar to the ones that Commonwealth Bank and Macquarie Group have undertaken ...

Life insurer premiums up amid group policy concerns

ALEX BURKE  |  TUESDAY, 19 MAY 2015
... the definition of Total and Permanent Disablement, grading TPD payments on "severity", requiring further and more comprehensive "health questions", and excluding more "pre-existing conditions" including occupational hazards, suicides and pandemics. However ...

Netwealth rolls out Model Office improvements

STAFF WRITER  |  TUESDAY, 19 MAY 2015
... pre-configured threads that will streamline adviser business processes; efficient construction of advice documents; comprehensive training material and specialised technology support.

Goldman Sachs bond fund recommended by Lonsec

MARK SMITH  |  WEDNESDAY, 6 MAY 2015
... impressively resourced' manager with 'relatively low' key person risk. "Lonsec considers GSAM's research approach to be comprehensive, thorough and logically structured," the researcher said in the report. It also assessed the portfolio construction ...

Fee-only risk advice doable, research shows

LAURA MILLAN  |  FRIDAY, 1 MAY 2015
... there are already businesses who successfully charge fees for insurance advice, both when it's provided as part of a comprehensive financial plan, and when it's provided as standalone advice. "Charging for insurance advice is certainly one of the most ...

Midwinter launches scaled advice division

LAURA MILLAN  |  THURSDAY, 16 APR 2015
... adviser can engage with their C & D clients using these types of advice channels, and then be able to escalate to a comprehensive service if appropriate." Murphy said that cloud technology allows advisers to "incrementally develop and decrease the time ...

Media Super doubles investment menu

STAFF WRITER  |  WEDNESDAY, 15 APR 2015
... lifecycle investment solution, a move that also led some mandate restructuring. Media Super now offers one of the most comprehensive and diversified ranges of investment solutions available throughout the industry fund segment through an investment arsenal ...

FEATURE: How boutiques got their groove back

STAFF WRITER  |  WEDNESDAY, 15 APR 2015
Hamish Douglass, Roger Montgomery, Kerr Neilson, David Paradice, Tim Samway, John Sevior, Anton Tagliaferro, Geoff Wilson. These are some of the leading lights in the local investment market. What they all have in common is finding huge amounts of success ...