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Showing 1181 - 1190 of 3671 results for "Maintain"

Advisers more bearish than clients

JAMIE WILLIAMSON  |  FRIDAY, 28 AUG 2020
... director Recep Peker said. Surveying advisers, Investment Trends found 63% of advisers have most often told clients to maintain a longer term view, yet are more likely to advise clients to investment in cash and reduce market exposure. "Despite their ...

Vanguard leaves Hong Kong, Japan for Shanghai

ANNABELLE DICKSON  |  THURSDAY, 27 AUG 2020
Vanguard has announced it is exiting its exchange traded fund (ETF) businesses from Hong Kong and Japan to focus on retail clients in mainland China as the two offshore operations did not have "significant scale". The ETF provider said in a statement ...

COVID-19 may delay retirement: WTW

ELIZA BAVIN  |  THURSDAY, 27 AUG 2020
... members, particularly higher earners, may choose to retire with a slightly lower retirement income if they are able to maintain their desired lifestyle with the funds available to them," Callil said. " For others, the most obvious action may be to contribute ...

Pandemic heightened need for SG increase: ASFA

ELIZA BAVIN  |  WEDNESDAY, 26 AUG 2020
In its supplementary pre-budget submission lodged with the government the Association of Superannuation Funds of Australia (ASFA) called for the SG increase to go ahead and an expansion in the coverage of the Fair Entitlements Guarantee (FEG) scheme. ...

Clients value advice during pandemic

KARREN VERGARA  |  TUESDAY, 25 AUG 2020
Many advised clients are sticking with their financial planners as COVID-19 tests the resilience of practices, according to Investment Trends. The latest study from the research house surveyed nearly 700 financial advisers in May at the height of the ...

Tasplan changes asset allocation

ELIZA BAVIN  |  TUESDAY, 25 AUG 2020
Tasplan is changing its asset allocation for its Tasplan OnTrack - Maintain stage to increase the percentage invested in growth assets. For those invested, their asset allocation will automatically change to 60% growth and 40% defensive allocation from ...

Evans & Partners explore open-ended funds

ELIZA BAVIN  |  TUESDAY, 25 AUG 2020
Evans and Partners have announced a potential change to open-ended funds for its Global Disruption Fund and its Global Flagship Fund. Walsh & Company Investments, as responsible entity for both funds, said it is exploring changing both funds from a ...

Vision Super revises investment strategy

ELIZA BAVIN  |  TUESDAY, 25 AUG 2020
... options, particularly the conservative and balanced SAA. Vision said this was done to better meet the new objectives and maintain a low probability of negative returns. "We've also introduced gold as a new asset class for some of our premixed investment ...

Challenger launches new lifetime annuity

KANIKA SOOD  |  MONDAY, 24 AUG 2020
Challenger has launched a new lifetime annuity with payments linked to the cash rate. The RBA Cash Linked option is the first lifetime annuity in Australia to be linked to the cash rate, according to the firm. Challenger also offers lifetime annuities ...

Hostplus ups income protection premiums by 73%

ELIZABETH MCARTHUR  |  MONDAY, 24 AUG 2020
... this mechanism in setting the premium rates that will apply from October. "The use of this payment has enabled us to maintain the current death and TPD premium rates and limit the increases to the non-default salary continuance premiums as much as possible," ...