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Showing 1061 - 1070 of 2260 results for "Generate"

How to find alpha in advice: Vanguard

KARREN VERGARA  |  TUESDAY, 27 FEB 2018
Advisers who focus on client behavioural coaching over commoditising investment or stock selection can find "alpha" in their value proposition, according to an industry expert. Vanguard head of portfolio construction Francis Kinniry said embracing new-age ...

Unlisted property top performer in 2017: Report

KARREN VERGARA  |  TUESDAY, 27 FEB 2018
... through the application of our experience and active asset management, which includes redeveloping existing assets to generate a higher income and capital growth profile for our investors." Lumby warned investors will face the dilemma of rising bond ...

Tax strategies boost retirement savings: Research

KARREN VERGARA  |  WEDNESDAY, 21 FEB 2018
Tax-efficient strategies can boost retirement savings by more than $200,000 from accumulation to retirement phase, according to Parametric. The firm's latest research debunks the myth that trying to achieve tax efficiency within a super fund's equity ...

Avenir recruits Platinum analyst

ALEX BURKE  |  THURSDAY, 15 FEB 2018
... Spanish corporate finance and debt advisory team. Warner said at the time: "Having Patricia working with the team to generate investment ideas and market insights will help us to build on our six-year track record of high performance and take the next ...

Morrison unveils open banking framework

KARREN VERGARA  |  MONDAY, 12 FEB 2018
The Federal Government's final report into open banking details 50 recommendations on how the new regime can succeed and ultimately empower consumers. Last week, Treasurer Scott Morrison unveiled a list of proposals covering the regulatory framework ...

Super property trust appoints GM

DARREN SNYDER  |  FRIDAY, 9 FEB 2018
The Industry Superannuation Property Trust is welcoming a general manager of new business this week. Joining the $15 billion property investment trust is Karsten Simpson. Most recently he was general manager - structuring capital transactions, and the ...

Court fines advice firm $7.8m

KARREN VERGARA  |  FRIDAY, 9 FEB 2018
The Federal Court has banned financial advice firm Wealth and Risk Management (WRM) and its related companies from operating in financial services for 18 years, and ordered the group to pay $7.8 million for engaging in unconscionable conduct. The court ...

Boutique fund manager adds to distribution team

KARREN VERGARA  |  THURSDAY, 8 FEB 2018
... markets. The fund is managed by New-York-based Davis Advisors, using an unconstrained buy-and-hold approach that seeks to generate excess returns over multi-year periods.

Infrastructure investment needs rethink

DARREN SNYDER  |  WEDNESDAY, 24 JAN 2018
... business models this year. Sydney-based Langley said asset-based growth companies will likely invest in underlying assets to generate returns rather than buying or building new assets in 2018. "Most of the companies RARE invests in are achieving between ...

HUB24 responds to adviser demand

JAMIE WILLIAMSON  |  TUESDAY, 23 JAN 2018
... tracker. The tracker enables advisers to track clients' contributions to their superannuation. It also allows advisers to generate reports and monitor client progress towards contribution cap limits. HUB24 director of strategic development, Jason Entwistle ...