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Showing 1 - 10 of 364 results for Alison Bevege

SMAs drive interest into concentrated Australian equity funds

ALISON BEVEGE  |  FRIDAY, 2 SEP 2011
Separately managed account growth is driving interest in the concentrated Australian equity fund sector, research house Lonsec has said. Lin Ngin, senior investment analyst for Lonsec, said there had been an increase in concentrated strategies, with ...

FPA ad campaign sneak preview released to members

ALISON BEVEGE  |  THURSDAY, 1 SEP 2011
Members of the Financial Planners Association will today have access to the, yet to be released, TV advertising campaign so they can see it before it goes live on September 18. The package, produced by advertising agency Banjo, compares financial planners ...

BT: product strength will defend market share

ALISON BEVEGE  |  WEDNESDAY, 31 AUG 2011
BT, a major platform provider for Count Financial, today said it is confident its product business will stand on its merits and will not be harmed even though a key rival is buying its major client. Count Financial runs $6.2 billion across its preferred ...

Cloud software brings pay-per-audit revolution

ALISON BEVEGE  |  WEDNESDAY, 31 AUG 2011
New auditing software for self-managed super funds enables practices to avoid license fees by paying per audit. Financial services software provider Sage HandiSoft has created an audit application for SMSFs that is accessed online and stored in the ...

Snowball reports 3pc rise in profits following Shadforth merger

ALISON BEVEGE  |  WEDNESDAY, 31 AUG 2011
Financial advisory group Snowball has reported a 3% rise in profit to $26.9 million in its first combined results announcement following the completion of its merger with Shadforth. The two non-aligned groups formed a combined wealth management business ...

CBA in takeover bid for Count Financial

ALISON BEVEGE  |  TUESDAY, 30 AUG 2011
The Commonwealth Bank has announced a $373 million takeover bid for financial planning group Count Financial, which went into a surprise trading halt this morning before the news. Count Financial share volumes surged yesterday on the Australian Securities ...

Mercer awards three new mandates worth nearly $1 billion

ALISON BEVEGE  |  TUESDAY, 30 AUG 2011
Investment management and consulting group Mercer has allocated three new mandates worth a total of $810 million. Specialist Australian equity manager Intrinsic Investment Management has been awarded $600 million, or about 15% of the $4 billion, Mercer ...

Count Financial profit surges on windfall float

ALISON BEVEGE  |  MONDAY, 29 AUG 2011
Financial planning group Count Financial reported a profit surge of $51.56 million, a 113% increase on the previous corresponding period, in its annual results today. The announcement was expected after the firm issued earnings guidance earlier this ...

FOFA: Government extends soft-dollar benefit ban to non-super risk insurance

ALISON BEVEGE  |  MONDAY, 29 AUG 2011
The Federal Government has extended its ban on soft-dollar benefits under the Future of Financial Advice draft legislation announced today. It will now include risk insurance outside of superannuation. The ban, scheduled to go live on July 1, 2012 ...

Challenger taps CFSGAM head for retirement product

ALISON BEVEGE  |  MONDAY, 29 AUG 2011
Challenger Limited says it is seeking fresh thinking in retirement products and has hired Colonial First State Global Asset Management's former head of investment research for a newly created position. Aaron Minney has been appointed as head of retirement ...
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