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Showing 10231 - 10240 of 18276 results for "Plan"

Regulation compounds hedge fund woes

MARK SMITH  |  TUESDAY, 4 DEC 2012
... risk-adjusted returns. However, the Ernst & Young research shows that despite challenges, two-thirds of pension and endowment funds plan to maintain their current hedge fund exposure.

Clients favour modular advice

BEN COLLINS  |  TUESDAY, 4 DEC 2012
Most clients don't want a long, face-to-face interview with their financial planner and business models should change to better meet their needs, research shows. Investment Trends surveyed 1,375 Australian adults in August through to September this ...

Advisers leaving out ESG

BEN COLLINS  |  TUESDAY, 4 DEC 2012
Financial advisers should share some of the blame for the slow uptake of retail-level Environmental, Social and Governance investments by their clients, said industry insiders. It isn't necessarily true that responsible investments mean less return ...

Market Wrap

AAP  |  TUESDAY, 4 DEC 2012
... Frankfurt hit its highest point since July 8, 2011, while Paris reached its highest level so far this year. The launch of a plan by Greece to buy back some of its huge debt at discounted prices also boosted market sentiment. HONG KONG - Asian markets ...

Give super fund directors more time: Gonski

MARK SMITH  |  MONDAY, 3 DEC 2012
... said at the Association of Superannuation Funds of Australia conference in Sydney last week. "Directors must be allowed to plan for the future." Gonski, who is also an independent non-executive chairman of Coca-Cola Amatil and Investec Bank, says that ...

AMP to raise $1 billion for 2nd infra debt fund

MARK SMITH  |  MONDAY, 3 DEC 2012
AMP Capital has launched a new infrastructure debt fund to institutional investors following increasing demand from Asia, Europe and North America. The AMP Capital Infrastructure Debt Fund II (IDF) invests in the subordinated debt of infrastructure ...

Advisers' client numbers down

BEN COLLINS  |  MONDAY, 3 DEC 2012
In the past five years the number of people using a financial planner has dropped 20%, down from three million to 2.4 million, new research shows. The report from research-house Investment Trends shows that while fewer Australians are now using financial ...

Advisers must gravitate from engagement to guidance: Mercer

BEN COLLINS  |  MONDAY, 3 DEC 2012
Scaled advice is one of the most obvious paths towards success in a brave new world of financial planning, said Mercer's advice industry leader. The financial planning industry has failed to recognise what people want in the past, and needs to offer ...

Ex-Kangaroo and Storm adviser banned for non-compliance

MARK STORY  |  MONDAY, 3 DEC 2012
ASIC has permanently banned a former Storm Financial Ltd financial adviser from providing any financial services after it found he had engaged in misleading and deceptive conduct and failed to comply with financial services laws. Walter John (Wally) ...

In-house investment management risky

ALEX DUNNIN  |  FRIDAY, 30 NOV 2012
... investment team sounds like an easy way to save fees, it's a complex governance switch that funds must understand and carefully plan. "When you bring investments in-house you turn manager 'agency risk' into a HR (human resource) risk, and internal managers ...