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Showing 1121 - 1130 of 2102 results for "MAX"

Martin Currie SMA debuts on HUB24

KARREN VERGARA  |  MONDAY, 1 MAY 2017
A Legg Mason Martin Currie separately managed account (SMA) has debuted on the HUB24 platform. The Legg Mason Martin Currie Equity Income Strategy addresses retiree longevity risk and avoids the need to draw down on capital through retirement, according ...

Cbus expands leadership team

JAMIE WILLIAMSON  |  FRIDAY, 28 APR 2017
Cbus is reshaping the structure of its executive and senior leadership teams, recruiting for newly created group executive roles in response to growth across several business sectors. The $37 billion super fund is seeking two industry professionals ...

Factor investing must be long-term: Vanguard

DARREN SNYDER  |  WEDNESDAY, 26 APR 2017
Vanguard believes investors would be better off considering the characteristics of a certain factor and its addition to portfolio performance rather than purely targeting outperformance through factor-based funds. The fund manager's latest research ...

Pressure on advice practices means time for rethink: ClearView

JAMIE WILLIAMSON  |  WEDNESDAY, 26 APR 2017
Financial advisers must rethink value propositions and condense client books to achieve sustainable growth as traditional advice offerings continue to feel the squeeze. A new paper from Matrix Planning Solutions, distributed by parent company ClearView ...

Challenger launches advice tool as reforms loom

JAMIE WILLIAMSON  |  THURSDAY, 20 APR 2017
As the 1 July deadline looms, an initiative from Challenger will make it easier for financial advisers to service clients and manage their retirement income needs. As superannuation reform, including the introduction of Comprehensive Income Products ...

Industry funds in merger talks

EMMA RAPAPORT  |  THURSDAY, 13 APR 2017
Two industry superannuation funds have signed a heads of agreement, giving in principle support for a merger. Kinetic Super, which manages $3 billion in retirement savings and operates for the benefit of more than 270,000 members, and Sunsuper, which ...

CGT top of adviser minds

KARREN VERGARA  |  TUESDAY, 11 APR 2017
Capital gains tax is the fastest growing adviser query ahead of the 1 July changes to superannuation, according to the BT Advice Technical team. BT technical consultant Tim Howard said during the March quarter advisers were most keen to identify how ...

MAX Awards launch Financial Literacy Campaign of the Year

MICHELLE BALTAZAR  |  THURSDAY, 6 APR 2017
This year's MAX Awards will feature a new category - the Financial Literacy Campaign of the Year - to recognise the crucial role the industry plays in furthering wealth education. The introduction of the new category coincides with the 25th anniversary ...

Plato fund oversubscription heralds income appetite

ALEX BURKE  |  WEDNESDAY, 5 APR 2017
Plato's Income Maximiser listed investment company has exceeded its $220 million target, signalling Australia's soaring demand for income-oriented strategies. Plato's IPO will remain open until April 21, allowing for a further $110 million in investor ...

Perennial Value launches microcap strategy

EMMA RAPAPORT  |  THURSDAY, 30 MAR 2017
Australian equities manager Perennial Value is hoping to take advantage of strong returns from the sub $500 million companies market with the launch of a new microcap strategy. The Perennial Value Microcap Opportunities Trust will invest in a portfolio ...