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Showing 241 - 250 of 1005 results for "Upgrade"

Forager senior analyst to exit

JAMIE WILLIAMSON  |  TUESDAY, 11 APR 2017
Forager Funds Management is seeking an investment analyst to assist in the management of its Australian Shares Fund, following the resignation of a senior analyst. According to an ASX announcement, senior equities analyst Daniel Mueller tendered his ...

PIMCO fund "Highly Recommended"

DARREN SNYDER  |  TUESDAY, 4 APR 2017
A global investment manager recently received a "Highly Recommended" rating for an actively-managed fixed interest fund. The PIMCO Income Fund had its previous "Recommended" rating upgraded by Zenith Investment Partners. It is now rated at the highest ...

CFS knuckles down on managed accounts

JAMIE WILLIAMSON  |  MONDAY, 27 MAR 2017
Colonial First State is in the final stages of a major technology enhancement to its FirstWrap platform. Responding to feedback from financial advisers and their clients, CFS engaged global technology provider IRESS to launch a further suite of separately ...

AMP upgrades wrap platform

KARREN VERGARA  |  THURSDAY, 23 MAR 2017
AMP upgraded its superannuation and investment platform MyNorth, which hit $6.7 billion in funds under management since it was launched last year. Enhancements to the platform promises greater efficiency for advisers to manage multiple client activities ...

No such thing as a must own company: Analyst

DARREN SNYDER  |  FRIDAY, 17 MAR 2017
An analyst and portfolio manager of the Pan-Tribal Global Equity Fund believes there is no such thing as a 'must own' company. Sharing the view at a recent Pan-Tribal lunch for advisers, Danton Goei of Davis Advisors said investors can get caught up ...

Lonsec upgrades Flinders fund

EMMA RAPAPORT  |  THURSDAY, 16 MAR 2017
... relevant in the small and microcap space. "We have been very busy with reporting season so it was great to see the ratings upgrade, as it's a real recognition for all the hard work that has been put in to getting the business up and running and performing ...

One small rise in rates, one giant step towards normalisation

BENJAMIN ONG  |  THURSDAY, 16 MAR 2017
Don't you just love it when things turn out as expected? Wall Street surely did. US equities jumped -- Dow up 0.5%, S&P up 0.84%, Nasdaq up 0.7%, Russell 2000 up 1.5% -- the VIX index dropped by 5.5% and instead of climbing, the US dollar index fell ...

MDA provider upgrades offering

JAMIE WILLIAMSON  |  MONDAY, 13 MAR 2017
... a new cloud-based solution to financial advisers. managedaccounts.com.au will work with Melbourne-based CapitalRoad to upgrade its user interface and middle office requirements, replacing its proprietary software developed and supported in-house. David ...

AllianceBernstein SMAs break new ground

JAMIE WILLIAMSON  |  MONDAY, 13 MAR 2017
... SMAs were deemed 'Investment Grade' by the ratings house, with AB Australia chief executive Jen Driscoll describing the upgrade as a breakthrough for the industry given offshore equity SMAs are still relatively new. "The ratings reflect Lonsec's view ...

MLC Life Insurance upgrades underwriting

JAMIE WILLIAMSON  |  TUESDAY, 7 MAR 2017
The underwriting process for retail-advised life policies will be accelerated by the introduction of MLC Life Insurance's new tele-underwriting service. Halving the lengthy underwriting process, the new Fast Track service will benefit both financial ...