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Showing 911 - 920 of 1360 results for "Advisors"

Accountant gets 6 years jail for promoting tax avoidance scheme

MARK SMITH  |  TUESDAY, 24 SEP 2013
... laws, which seek to prevent the promotion or marketing of tax exploitation schemes. "While the vast majority of taxation advisors act ethically and within legal boundaries, those who chose to avoid the rules risk being caught and sentenced," Quigley ...

NAB Asset Servicing wins Prime Super contract

ALICE URIBE  |  WEDNESDAY, 18 SEP 2013
... competitive environment. Citigroup recently won custody of three of J.P. Morgan's bigger clients - Challenger, Dimensional Fund Advisors, and super fund HOSTPLUS. Despite this Christine Bartlett, executive general manager of NAB Asset Servicing said ...

Franklin Templeton bond upgraded despite negative quarter

JAMES FERNYHOUGH  |  WEDNESDAY, 11 SEP 2013
... successful absolute return investment approach and more than decade-long track record of delivering positive returns for advisors and their clients around the world." He added that the fund is "one of few global fixed income funds that has the potential ...

ETF market closes in on $9 billion milestone

MARK SMITH  |  FRIDAY, 6 SEP 2013
... which they couldn't previously access easily. "We are also seeing a significant increase in the use of ETFs by financial advisors as a result of the Future of Financial Advice reforms (FoFA)," he explained. Zenith senior investment analyst Dugald Higgins ...

NAB hangs on to custody of UBS GAM

JAMES FERNYHOUGH  |  TUESDAY, 3 SEP 2013
... competitive environment. Citigroup recently won custody of three of J.P. Morgan's bigger clients - Challenger, Dimensional Fund Advisors, and super fund HOSTPLUS. This market fluidity means the retention of big clients is big news for custodians.

PIS could face class action over "inadequate" advice

LAURA MILLAN  |  THURSDAY, 29 AUG 2013
... representatives of Queensland-based Australian financial services licensee PIS. "Our investigations also indicate PIS advisors failed to adequately explain the risks involved in the investment and failed to offer any alternative investments," Whitwell ...

Strong credit-based strategies contenders in 2013 Hedge Fund Award nominations

ALICE URIBE  |  MONDAY, 19 AUG 2013
... Opportunity Fund, Perpetual Growth Opportunities Fund, Pine River Fund USD Best Offshore Manager - AQR, BlackRock, K2 Advisors Best Fixed Income & Credit Fund - BlackRock Fixed Income GlobalAlpha Fund, Laminar Credit Opportunities, Spectrum Wholesale ...

Less than 1% of AusSuper members seek advice

JAMES FERNYHOUGH  |  THURSDAY, 15 AUG 2013
... moment only a tiny proportion of members are seeing the benefits of this. In a speech to the Association of Financial Advisors (AFA), Industry Super Network (ISN) chief executive David Whitely said AustralianSuper expects to issue 20,000 pieces of advice ...

Super funds urged to rethink 70/30 structure

JAMES FERNYHOUGH  |  TUESDAY, 30 JUL 2013
... fund is failing to deliver satisfactory investment outcomes to members in retirement, according to State Street Global Advisors (SSgA). While returns on this sort of fund were almost 15% for the last financial year, over the past five years the figure ...

Zenith execs to head consultancy firm

LAURA MILLAN  |  TUESDAY, 30 JUL 2013
Two Zenith Investment Partners executives are to head the recently launched institutional consulting business ZG Advisors (ZGA). Zenith co-founder and director David Smythe will be a non-executive director of ZGA while head of Alternative Research at ...