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Financial Planning

Algos trap rogue traders

RUTH LIEW  |  THURSDAY, 17 APR 2008
Algorithmic trading has traditionally been linked to trading orders and developing investment strategies - but the technology is now gaining traction as a way to catch white collar crime.

Trilogy hops on netwealth

RUTH LIEW  |  THURSDAY, 17 APR 2008
Trilogy Funds Management's first Mortgage Income Trust is the latest addition to the netwealth Investment and Super Wrap platforms.

Asgard to launch alternatives to cash

MICHAEL HOBBS REPORTING FROM THE CONFERENCE IN NEW ZEALAND  |  THURSDAY, 17 APR 2008
Speaking at the Securitor conference in Auckland, New Zealand, Geoff Lloyd, Asgard Wealth Solutions chief executive said the group is developing new products to help Securitor clients stay fully invested in the market instead of allocating money to cash ...

Securitor academy in the works

MICHAEL HOBBS REPORTING FROM THE CONFERENCE IN NEW ZEALAND  |  THURSDAY, 17 APR 2008
Securitor is to set up a paraplanning academy and launch an online self assessment program to help advisers beef up on their finance knowledge and better answer the questions of clients uneasy about the state of the markets.

Investments for planners, by planners: Instreet

Dealer group Premium Wealth Management sets a fresh template on what kind of investments planners recommend to their clients by pairing up with an asset manager that tailors 'off the shelf' products to the planner's own specifications.

Consultants review pay

RUTH LIEW  |  WEDNESDAY, 16 APR 2008
Asset consultants are calling for a re-evaluation of the current remuneration system as more super funds demand more tailored services, particularly on advice in alternative assets.

Man fund boosts alpha through bonds

RUTH LIEW  |  WEDNESDAY, 16 APR 2008
Man Investment Australia has teamed up with nabCapital to launch a defensive portable alpha product that aims to milk returns independent of market fluctuations.

Macq predicts SG to top 9pc

RUTH LIEW  |  WEDNESDAY, 16 APR 2008
Australia's superannuation guarantee level is set to rise above the current 9 per cent under the Rudd Government, predicts a head strategist at Macquarie.

Bravura becomes a prime buy target

Caught up in the troubles of margin lender Lift Capital, homegrown financial software group Bravura has become an even juicier takeover target for IT companies, private equity and even fund managers, with Archer Capital, GBST, DSTi and Perpetual named ...

TWUSUPER selects CommInsure

RUTH LIEW  |  WEDNESDAY, 16 APR 2008
The transport industry superannuation fund TWUSUPER has teamed up with CommInsure to enhance its insurance offering for the bulk of its members.