Page 1164 – Investment Magazine

INVESCO Wholesale Japanese Equity Trust

07/02/201928/03/2006 by Staff Writer

INVESCO launches its first country-specific fund for Australian retail and wholesale investors.

Allianz Global Investors Nicholas-Applegate Global Select Fund

07/02/201928/03/2006 by Staff Writer

Financial planners as well as institutional investors can now access the Global Select fund after its official launch to the Australian market this month.

NAB the first casualty in STA/ARF merger plan

07/02/201921/03/2006 by Staff Writer

The first of many service provider agreements by the giant STA/ARF industry funds post their merger mid-year is expected to be announced this week, with JP Morgan winning the custody contract ahead of National Custodian Services.

CMSF record prompts waiting list for new delegates

07/02/201921/03/2006 by Staff Writer

The Conference of Major Superannuation Funds (CMSF), to be held at the Gold Coast April 10-12, has advised that it has closed to new registrations, following a record number of planned delegates.

Westpoint reverses downward trend in FICS complaints

07/02/201921/03/2006 by Staff Writer

Complaints against financial planners have surged in the wake of the Westpoint scandal, according to Alison Maynard, head of the Financial Industry Complaints Service (FICS).

Fraud on fraud: UK promoter digs up Wattle to scam Aussies

07/02/201921/03/2006 by Staff Writer

An email claiming to have recovered $64 million of the almost $200 million lost in the fraudulent Wattle scheme has been labelled as “particularly repellent” by ASIC.

Lucy puts shadow shopping in positive light

07/02/201921/03/2006 by Staff Writer

Jeffrey Lucy, ASIC chief, has defended the regulator’s ‘shadow shopper’ surveys as one of the most effective ways of creating “a positive momentum for industry improvement”

Questus considers action after FPA attack

07/02/201921/03/2006 by Staff Writer

The Questus group in Western Australia is understood to be considering legal action after it was revealed last week the state chapter of the Financial Planning Association (FPA) warned its members against investing in one of its schemes.

Perpetual Aussie share fund to fly foreign flags

07/02/201921/03/2006 by Staff Writer

Perpetual Investments has altered the investment guidelines of its flagship Australian shares fund to allow the fund to be up to 20 per cent in international equities.

Staying together: how to maintain long-term relationships

21/03/2006 by Staff Writer

John Short, a 20-year veteran in the banking and financial services industry, now heads up Ord Minnett Financial Planning (OMFP) in Victoria. Short explains the OMFP strategy for dealing with high net worth clients.

Why PIMCO wants a wider range for short-term inflation goals

07/02/201921/03/2006 by Staff Writer

With the US Federal Reserve considered likely to nudge interest rates up again, global bond manager PIMCO has said that it would be better off widening the range in which it tries to manage cyclical inflation to have greater flexibility in handling secular, or long-term, inflation.

Planner software market set for upheaval ahead

07/02/201921/03/2006 by Staff Writer

The financial planning software market, after a long period of stability, appears to be headed for some upheaval, in both ownership and avenues for distribution.

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