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Showing 1311 - 1320 of 3713 results for "Select"

Mercer creates portfolio management lead role

KARREN VERGARA  |  THURSDAY, 29 NOV 2018
Mercer is growing its Australian senior leadership team with the creation of a new portfolio management head. It also announced the retirement of its chief market strategist. Ronan McCabe will join as head of portfolio management commencing February ...

SMSF investment platform begins, announces senior hire

DARREN SNYDER  |  WEDNESDAY, 28 NOV 2018
... platform enabling self-directed investors, including self-managed superannuation fund (SMSF) trustees, to engage with and select an investment management company to help manage an investment portfolio. The platform will give SMSF trustees and other investors ...

Lenders must recognise millennial wealth strategies

DARREN SNYDER  |  TUESDAY, 27 NOV 2018
More than 12% of online investors are gearing their investment portfolio and this could double in the next 12 months, the latest Investment Trends study reveals. And millennials are playing catchup. The research house recently released its 2018 Borrowing ...

Chief economist update: Wall Street in drunken sailor's shadow

BENJAMIN ONG  |  MONDAY, 26 NOV 2018
... Taken to its logical extreme, it means that a blindfolded monkey throwing darts at a newspaper's financial pages could select a portfolio that would do just as well as one carefully selected by experts." This random walk in US equities has been likened ...

Rice Warner warns against culling value-based advice fees

HARRISON WORLEY  |  FRIDAY, 23 NOV 2018
... any partner. "The reality is that most retirees need comprehensive financial advice to develop a retirement strategy and select an appropriate product."

Adviser-matching app launches

KARREN VERGARA  |  FRIDAY, 23 NOV 2018
The Financial Planning Association of Australia has launched an online tool that helps match potential clients with the right financial adviser. Find a Planner is an app allowing potential clients to control how many financial planners can contact them ...

SelectingSuper honours super industry leaders

DARREN SNYDER  |  THURSDAY, 22 NOV 2018
A $37 billion industry superannuation fund reclaimed its position as fund of the year at the annual Rainmaker SelectingSuper Awards in Melbourne this morning. Hostplus was crowned fund of the year. It was one of five awards for the industry fund, including ...

AMP partners with Morningstar

JAMIE WILLIAMSON  |  TUESDAY, 20 NOV 2018
AMP appointed Morningstar as its external research provider to advice licensees. Working with AMP's existing in-house advice research team, Morningstar will provide a range of services to enhance investment research and governance across approved product ...

Comyn promises personal accountability

KARREN VERGARA  |  TUESDAY, 20 NOV 2018
CBA chief executive Matt Comyn told the financial services Royal Commission how he plans to overhaul the bank that was "once great" under his leadership, but flagged there might be "missteps" along the way. Comyn admitted that the pursuit of financial ...

CountPlus acquires interest in integrated wealth firm

JAMIE WILLIAMSON  |  MONDAY, 19 NOV 2018
CountPlus acquired 40% of a Victoria-based accounting and financial advice firm, marking its first investment under its new business model. Taking a stake in O'Brien Accountants and Advisors, CountPlus made the first of an expected sweep of selective ...