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Showing 1051 - 1060 of 2101 results for "MAX"

Markets prompt adviser asset allocation review: Research

KARREN VERGARA  |  THURSDAY, 19 OCT 2017
Extreme market conditions are forcing most advisers to reassess client portfolios and consider alternative investment options, latest survey data reveals. About two-thirds (63%) of 200 financial advisers canvassed in Russell Investments' Australian ...

CommInsure adds new annuity strategy

JAMIE WILLIAMSON  |  TUESDAY, 17 OCT 2017
Financial advisers are now better equipped to help retiree clients ensure they won't run out of money with CommInsure expanding its range of retirement savings strategies through collaboration with a US academic. A new strategy, called Staggered Annuitisation ...

Fidelity portfolio manager steps down

ALEX BURKE  |  FRIDAY, 13 OCT 2017
A portfolio manager co-running a Fidelity mFund strategy has stepped down from her position. Hilary Natoff has been co-portfolio manager of the Fidelity Global Demographics Fund since 2012. A Fidelity spokesperson said Natoff will assist in the transition ...

Adviser tops the class for education excellence

DARREN SNYDER  |  THURSDAY, 12 OCT 2017
A leader among financial advisers has been rewarded for his energy and commitment to ongoing adviser education at time when it's top of mind in the industry. Maxim Private Wealth's Michael Ward was presented the 2017 AFA Excellence in Education in Award ...

Advice improves lifestyle outcomes: Research

DARREN SNYDER  |  WEDNESDAY, 11 OCT 2017
One of Australia's largest superannuation funds said more than three-quarters of advised Australians feel they are prepared for retirement. Launching its Value of Advice Report on day one of the AFA 2017 National Adviser Conference at the Gold Coast ...

FS Live Blog: 2017 AFA National Adviser Conference

MICHELLE BALTAZAR  |  TUESDAY, 10 OCT 2017
Check out this blog to get an hourly update on the latest announcements, session highlights and social media commentary live at the AFA 2017 National Adviser Conference. 10.30pm - AFA caps its annual conference with an awards gala ceremony for the 2017 ...

MLC fixes premiums for 12 months

KARREN VERGARA  |  TUESDAY, 10 OCT 2017
MLC Life Insurance's base premium rates for retail life insurance policies will remain on hold until October next year. This affects MLC Insurance, MLC Insurance Super, Protectionfirst, Personal Protection Portfolio and Life Cover Super retail customers. ...

Why advisers should revisit death benefits

KARREN VERGARA  |  FRIDAY, 6 OCT 2017
Three months after the super changes took effect, it's time for advisers to revisit the rules regarding death and disability benefits in conjunction with the transfer balance cap in estate planning strategies. According to IOOF head of technical services ...

Active debate triggers Fidelity fee overhaul

ALEX BURKE  |  WEDNESDAY, 4 OCT 2017
Fidelity made significant changes to its global fee regime in response to ongoing debate concerning the value of active management. Describing the new fee model as a "fundamental change in how it charges for its services," Fidelity debuted its reduced ...

Merger leads to fee cuts at Equip Super

ALEX BURKE  |  TUESDAY, 3 OCT 2017
Equip said its merger in July this year has enabled the $14 billion super fund to cut administration fees and drop buy-sell spreads on investment transactions. The merger with the Rio Tinto Staff Superannuation Fund, Equip continued, has provided sufficient ...