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Showing 951 - 960 of 1635 results for "Recommended"

Claims against advice arm have no factual basis: Macquarie

LAURA MILLAN  |  MONDAY, 4 AUG 2014
... final report of ASIC inquiry flagged "systemic failings of compliance" within Macquarie Private Wealth. The report recommended "intensive surveillance of other financial advice businesses that have recently been a source of concern, such as Macquarie ...

Premium hires former IOOF exec for compliance role

ALICE URIBE  |  WEDNESDAY, 30 JUL 2014
... Wealth Management to acquire all of the dealer group's shares. At this stage the board of Premium Wealth Management recommended to shareholders that they consider the terms of the acquisition with Australian Unity. Premium Wealth Management has more ...

Companies must understand their investors better, report says

JAMES FERNYHOUGH  |  TUESDAY, 29 JUL 2014
... long-term strategic issues, including investment risk, many of which may be ESG-related." On technology, the guidelines recommended companies and institutional investors "employ technology, preferably a discrete, public-access and user-friendly section ...

Lonsec returns PM CAPITAL fund to 'Recommended'

STAFF WRITER  |  TUESDAY, 29 JUL 2014
Australian fund manager PM CAPITAL's Absolute Performance Fund has received a ratings upgrade to 'Recommended' from investment research house Lonsec. The upgrade follows a ' Recommended' rating from Zenith in late 2013. Lonsec said its ratings upgrade ...

Australian Unity in talks to buy Premium Wealth Management

ALICE URIBE  |  FRIDAY, 25 JUL 2014
... Premium Wealth Management to acquire all of the dealer group's shares. The board of Premium Wealth Management has recommended to shareholders that they consider the terms of the acquisition with Australian Unity. Commenting on the potential acquisition ...

The 60-year-old investing idea that keeps on giving

MICHELLE BALTAZAR  |  FRIDAY, 18 JUL 2014
... fourth positive research recommendation. The La Trobe Financial Pooled Mortgages Option (PMO) has just been rated 'recommended' by Zenith Investment Partners. This follows La Trobe's Lonsec rating of 'recommended', 4-Stars Superior from SQM Research ...

Pohl's fund receives 'recommended' rating

JAMES FERNYHOUGH  |  FRIDAY, 18 JUL 2014
... Investment (BST), the investment company whose portfolio is managed by Manny Pohl's ECP Asset Management, has been given a 'recommended' rating by Independent Investment Research. The rating comes ahead of BST's plan to list on the ASX in August. It ...

New Investors Mutual LIC gets rating and platform approval

MARK SMITH  |  THURSDAY, 17 JUL 2014
... SMSFs, HNW individuals and their advisers to incorporate QVE into their portfolios. QVE has also been awarded a 'Highly Recommended' rating by Lonsec and 'Recommended' by Zenith, with both research houses commending Investors Mutual's investment approach ...

Sustaining confidence in the Australian financial system: Murray

DAVID MURRAY  |  TUESDAY, 15 JUL 2014
... system. In this area we question some of the assumptions and conclusions of the Wallis Inquiry. The Wallis Inquiry recommended a regulatory framework that relied heavily on mandatory disclosure. The assumption was that disclosure would be sufficient ...

Alphinity fund gets rating upgrade from Zenith

ALICE URIBE  |  TUESDAY, 15 JUL 2014
The Alphinity Australian Share Fund (ASF) has received a 'Highly Recommended' rating from Zenith Investment Partners. The ASF is Alphinity's flagship fund. Its process seeks to identify companies who are more likely to experience a short-term earnings ...