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Showing 1001 - 1010 of 2257 results for "Generate"

Boutique equities manager raising $4 million

KANIKA SOOD  |  MONDAY, 6 AUG 2018
... believe that SRI is not just an altruistic pursuit it is also an increasingly growing area of asset management that can generate long term returns," James said.

Super enters new digital advice realm

HARRISON WORLEY  |  THURSDAY, 26 JUL 2018
... element to digital advice, by speaking to members using first-person language. Super Blueprint 3.0 means members can generate their own advice from the comfort of their living rooms," McPherson said. Link said it had been building the algorithm powering ...

Deductible super contributions front of mind: BTFG

HARRISON WORLEY  |  FRIDAY, 20 JUL 2018
... advice to their clients, in a highly secure environment." BT said future updates to the platform would allow advisers to generate records of advice, and create bulk approval requests with the digital consent capability. BT said demand for increased practice ...

Super funds underplay risk profiles: Research

KARREN VERGARA  |  THURSDAY, 19 JUL 2018
Superannuation funds are potentially "underplaying" the riskiness of investment options to members, hence making it difficult to accurately compare products. This is according to new research from Monash Business School, which highlights the lack of ...

Family offices maintain equity allocations: Study

DARREN SNYDER  |  FRIDAY, 13 JUL 2018
Latest research shows less than one-third of family offices are using quantitative models to determine asset class allocations and position sizes. At the same time, equity allocations remain unchanged. These are the key takeaways from the most recent ...

Infrastructure manager turns up the heat

HARRISON WORLEY  |  MONDAY, 9 JUL 2018
A $4.7 billion global infrastructure manager, and an investment consultant to several superannuation funds, has purchased a stake in a Norwegian heating network. Whitehelm Capital acquired a 49% stake in Kvitebjorn Varme AS, the owner and operator of ...

Phone life insurance sales 'hawking' customers: Royal Commission

KARREN VERGARA  |  FRIDAY, 6 JUL 2018
... them make a decision about a product. "Unfortunately, at the time we didn't have the functionality to automatically generate a quote to email to the client. We now do have that functionality and it is provided to the client," Howden said. Furthermore ...

AstuteWheel speeds up risk advice timeframe

KARREN VERGARA  |  FRIDAY, 29 JUN 2018
Financial planning software provider AstuteWheel launched its latest tool which slashes the risk advice process to one hour. Astute Insurance Planner was created in partnership with an OmniLife app and YTML to integrate different systems and help financial ...

Aussie fund manager drops fees

KARREN VERGARA  |  WEDNESDAY, 27 JUN 2018
K2 Asset Management is slashing the fees for its K2 Asian Fund, making it one of several funds to undergo fee restructures in the past year. From 2 July 2018, the K2 Asian Fund will charge a management fee of 1.36% as opposed to 1.54%. Performance fees ...

LGIAsuper adds investment veteran to board

KANIKA SOOD  |  TUESDAY, 26 JUN 2018
... addition. "Dewhurst's experience in global investment banking and asset management will strengthen the board's ability to generate strong returns for our members, while managing risk appropriately," Smith said. Dewhurst replaces John Wilson who resigned ...