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Showing 91 - 100 of 338 results for "Investment choice"

Industry fund grows advice access

HARRISON WORLEY  |  WEDNESDAY, 25 JUL 2018
... more than 80,000 Australians to estimate the impact of additional superannuation contributions, or a change in investment choice, will have on their final balance. Additionally the industry fund will launch a personal projection tool designed to assist ...

Aussie fund manager drops fees

KARREN VERGARA  |  WEDNESDAY, 27 JUN 2018
... selection and a tested investment process." "Our distribution and pricing strategy aims to position K2 as a primary investment choice - not only amongst specialist fund managers but also as an alternative to mainstream fund management brands," it said. ...

UK fund managers must improve fairness

DARREN SNYDER  |  FRIDAY, 13 APR 2018
The UK's financial services conduct regulator has released new rules for fund managers as part of its ongoing study into the asset management market. The latest Financial Conduct Authority (FCA) report states that fund managers, as the agents of investors ...

TelstraSuper appoints strategy lead

JAMIE WILLIAMSON  |  WEDNESDAY, 21 FEB 2018
TelstraSuper is welcoming a new head of strategy and project delivery, joining from a $1.5 billion retail fund. The corporate superannuation fund confirmed Guild Retirement Fund's head of customer engagement, David Frost will commence in the new role ...

HUB24 partners for white label platform

JAMIE WILLIAMSON  |  THURSDAY, 19 OCT 2017
... private clients Chris Webster, said the release of the Encore platform allows the business to offer broader investment choice and improved customer experience to more clients. Euroz selected HUB24 for its ability to integrate with the existing infrastructure ...

Praemium grows SMA options

JAMIE WILLIAMSON  |  MONDAY, 16 OCT 2017
Praemium expanded its separately managed accounts offering, adding 16 new model portfolios. The $4.3 billion platform has added eight models with Shaw and Partners, four with Joseph Palmer, three with State Street and one Evans and Partners model. This ...

FPA celebrates World Financial Planning Day

KARREN VERGARA  |  WEDNESDAY, 4 OCT 2017
The Financial Planning Association of Australia (FPA) is today helping celebrate World Financial Planning Day by raising awareness about the importance of investor education and protection. FPA chief executive Dante De Gori said the initiative will ...

Former StatePlus MD joins Australian Ethical

EMMA RAPAPORT  |  FRIDAY, 22 SEP 2017
Two billion dollar superannuation fund Australian Ethical continues to eye growth with the appointment of a new non-executive director to its board. Former StatePlus managing director Michael Monaghan brings more than 30 years' experience to the board ...

Australian Ethical sees 34pct member surge

ALEX BURKE  |  THURSDAY, 31 AUG 2017
Australian Ethical enjoyed a 34% boost in superannuation members in the 2017 financial year, pushing group funds under management to $2.15 billion. Reporting a 3% decrease in net profit to $2.9 million, the super fund and investment manager said headline ...

Suitability: more than risk profiling

JAMIE WILLIAMSON  |  WEDNESDAY, 23 AUG 2017
Financial advisers relying solely on psychometric risk tolerance assessments when determining suitable investments for clients must think again, according to risk profiling specialists Oxford Risk. While risk tolerance tools are a great first step ...