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Showing 1061 - 1070 of 1850 results for "Mind"

Cash top of mind for investors

KERRIE SYDEE  |  WEDNESDAY, 13 APR 2016
Cash has overtaken real estate and domestic equities as the dominant asset class as Australians become increasingly more conservative in their investment choices, according to the Legg Mason 2016 Global Investment Survey. The survey revealed there was ...

Midwinter partners with Licensing for Accountants

WHITNEY FITZSIMMONS  |  TUESDAY, 12 APR 2016
... tailored solution. The additional modules within AdviceOS, custom made with the requirements of limited licence accountants in mind, have been welcomed not only by the accountants themselves, but also by many of their financial planning referral partners." ...

BondAdviser launches new portfolio on HUB24

KERRIE SYDEE  |  FRIDAY, 1 APR 2016
BondAdviser has launched a new fixed income managed portfolio on HUB24 and claims it is the first managed portfolio available to advisers to include Exchange Traded Bond units (XTBs) on an SMA platform. The BondAdviser Income Plus Portfolio is designed ...

Kaplan and SMSFA launch postgrad qualification

DARREN SNYDER  |  TUESDAY, 22 MAR 2016
... application and knowledge for a range of professionals providing advice to SMSF trustees and their needs have been front of mind in creating this program. "The qualification has the highly regarded SMSF Association designations embedded into the program ...

Charities must go corporate or face extinction: Koda

MARK SMITH  |  FRIDAY, 18 MAR 2016
Australian charities must make corporate-minded changes or risk facing extinction, according to wealth manager Koda Capital. In a new white paper, 'Preparing for the Future - Do or Die for Non-Profit Boards', the company predicts many charities risk ...

Mercer calls for total retirement income perspective

KERRIE SYDEE  |  THURSDAY, 17 MAR 2016
... the objectives but hopes the objectives will be defined with a total retirement income perspective and long term view in mind. Mercer senior partner, David Knox argued that for the objectives to be defined correctly the government must define the objectives ...

Statewide chair collects AIST Trustee of the Year

DARREN SNYDER  |  THURSDAY, 17 MAR 2016
Statewide Super independent chair Juliet Brown has collected the Australian Institute of Superannuation Trustees (AIST) Trustee of the Year. Presented the award at the Conference of Major Superannuation Funds in Adelaide, AIST president Angela Emslie ...

HUB24 signs white label deal with Lifespan

ALEX BURKE  |  MONDAY, 14 MAR 2016
HUB24 has announced a white label partnership with Lifespan Financial Planning. The agreement means HUB24 will now provide investment administration and managed portfolio services for the $1.5 billion advice network, which employs 140 authorised representatives ...

Advisers have assets test top of mind

DARREN SNYDER  |  WEDNESDAY, 9 MAR 2016
Changes to the Age Pension assets test are top of mind for retirement-focused financial advisers according to the latest data from Challenger. Although test changes affecting Age Pension eligibility will come in to effect from 1 January 2017, Challenger's ...

Managed fund allocations jump

MARK SMITH  |  MONDAY, 7 MAR 2016
... outcome of the survey is investors are flocking back to managed funds - an asset class that has not recently been top of mind with trustees in SMSF assets that we administer," OneVue head of product and transactions Brett Marsh said. "The popularity ...