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Showing 1021 - 1030 of 2101 results for "MAX"

Advice clients most satisfied with goals-based approach

JAMIE WILLIAMSON  |  TUESDAY, 23 JAN 2018
Goals-based advice is gaining ground with fresh insight suggesting it leads to greater levels of client satisfaction. Latest Investment Trends analysis shows planners with the most satisfied clients "are often those who are successful in creating congruity ...

Diversification concerns see managed funds uptake

ALEX BURKE  |  TUESDAY, 16 JAN 2018
An increased appetite for portfolio diversification has seen investors increase their exposure to managed funds, according to Investment Trends research. The 2017 Investor Product Needs Report found the vast majority (84%) of respondents recognised ...

Principal and CIMB strengthen asset management ties

DARREN SNYDER  |  MONDAY, 15 JAN 2018
US wealth manager Principal will increase its ownership in two Malaysian asset management groups as part of its strategy to bring more investment products to Southeast Asia. Pending regulatory approval, Principal will pay up to $150 million to own 60% ...

Industry funds reign supreme: Research

JAMIE WILLIAMSON  |  TUESDAY, 9 JAN 2018
Industry superannuation funds are set to continue their dominance of the sector, with not-for-profit funds already accounting for about two-thirds of Australia's total superannuation assets. Insights from Rainmaker Information show retail super funds ...

FS has you covered in 2017

DARREN SNYDER  |  FRIDAY, 22 DEC 2017
... superannuation reforms led the informative discussion at the second forum in June, held at Challenger's Martin Place headquarters. MAX Awards A record number turned out for the 22nd annual Financial Standard Marketing, Advertising and Sales Excellence ...

Pre-Christmas delivery

BENJAMIN ONG  |  THURSDAY, 21 DEC 2017
So let it be re-written, so it's been passed. "I promised the American people a big, beautiful tax cut for Christmas. With final passage of this legislation, that is exactly what they are getting." (Donald Trump) The US Congress passed the long-awaited ...

Alpha Fund Managers awards income mandate

JAMIE WILLIAMSON  |  MONDAY, 18 DEC 2017
Alpha Fund Managers has awarded a mandate to a specialist credit investment manager. Blue Quay will join the lineup of Alpha's Diversified Income Fund portfolio. Now in its fifth year, the Blue Quay High Income Fund from Blue Quay Investment Management ...

CBA hit with fresh AML breaches by AUSTRAC

EMMA RAPAPORT  |  FRIDAY, 15 DEC 2017
The hits keep coming for CBA with fresh allegations of money laundering and counter-terrorism financing levelled by the regulator. In amended statement of claim released yesterday, AUSTRAC filed a further 100 alleged breaches of anti-money laundering ...

Channel Capital hires distribution director

ALEX BURKE  |  FRIDAY, 15 DEC 2017
Channel Capital has appointed a new distribution director - retail, intermediaries and family office. Luke Mandekic joins Channel Capital from Aberdeen Asset Management, where he was a regional sales manager based in Melbourne. Prior to that, he was ...

Financial Standard names Investment Leadership Award winners

KARREN VERGARA  |  FRIDAY, 15 DEC 2017
Financial Standard is proud to announce the winners of its first Investment Leadership Awards in recognition of investment managers' strategies that have persistently delivered outstanding investment solutions and outcomes. The Investment Leadership ...