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Showing 961 - 970 of 2256 results for "Roll"

For Stanford Brown, life begins at 30

MICHELLE BALTAZAR  |  THURSDAY, 9 NOV 2017
Sydney-based financial planning group Stanford Brown doesn't do things by halves. On the eve of its 30th anniversary, it announced a string of initiatives that sets it apart from traditional advice businesses. Last month Stanford Brown marked its 30 ...

CommInsure awards $300m risk premia mandate

ALEX BURKE  |  TUESDAY, 7 NOV 2017
CommInsure has awarded a $300 million mandate to a global asset manager. The funds were invested in GAM's Systematic Alternative Risk Premia product. GAM, headquartered in Zurich, operates in 13 countries and provides investment solutions for institutions ...

AMP rolling out enhanced goals-based advice business

DARREN SNYDER  |  WEDNESDAY, 1 NOV 2017
AMP will roll out the next evolution of its dedicated goals-based financial advice business this month with an expected step change being the way clients converse about their advice experience. AMP Advice will use real-time modelling to demonstrate ...

Melbourne advice firm cops historic $1 million fine

JAMIE WILLIAMSON  |  MONDAY, 30 OCT 2017
... Court. NSG Services, currently named Golden Financial Group, was found on eight separate occasions to have advised clients to roll over superannuation accounts, as well as take up insurance policies, that committed them to costly, unsuitable and unnecessary ...

Pinnacle boutique launches $250m LIC offer

ALEX BURKE  |  WEDNESDAY, 25 OCT 2017
A Pinnacle affiliate has launched the initial public offering for a new small cap listed investment vehicle. Spheria Asset Management is aiming to raise up to $250 million for Spheria Emerging Companies Limited (SEC), which will invest in a portfolio ...

MLC Life enhances benefits, boosts savings

JAMIE WILLIAMSON  |  MONDAY, 23 OCT 2017
A greater number of MLC Life Insurance retail advice clients can now access multi-cover discounts. By extending its eligibility criteria for such savings, MLC Insurance and MLC Insurance (Super) customers are being rewarded for making an important financial ...

Enter the dragon

BENJAMIN ONG  |  MONDAY, 23 OCT 2017
... pollution, shadow market, corruption, etc. - but unlike "the west", the Politburo's diktats must be followed...or heads will roll literally. The Politburo says jump and economic agents ask how high, ensuring that if managed properly, the answer would ...

Alpha FM awards Indian equities mandate

ALEX BURKE  |  THURSDAY, 12 OCT 2017
An Indian equities boutique has won a mandate from Infocus Wealth Management multi-manager subsidiary Alpha Fund Managers. Alpha has taken a stake in India Avenue Investment Management's India Avenue Equity Fund, which currently invests in 51 listed ...

Soft skills the new pages in adviser playbook

DARREN SNYDER  |  WEDNESDAY, 11 OCT 2017
AFA chief executive Phil Kewin said the 2017 National Adviser Conference is deliberately focused on the soft skills financial advisers need in their tool kits as Australians become more dependent on advice for financial wellness. Speaking at a media ...

Research house and advice group partner

JAMIE WILLIAMSON  |  TUESDAY, 10 OCT 2017
A new partnership will now see one of Australia's largest non-institutionally owned financial advice groups receive investment research and consulting services from Lonsec Research. Lonsec's iRate platform will be rolled out to advisers licensed by ...