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Showing 1331 - 1340 of 3713 results for "Select"

Under the hood of low-fee funds

KANIKA SOOD  |  MONDAY, 22 OCT 2018
Lower fee multi-asset funds that skimp on alternatives investments can take a beating in market downturns, new research by Zenith has found. Its 2018 multi asset diversified review compared the performance and drawdown of 88 funds, splitting them into ...

Diversified group enters custom platform space

JAMIE WILLIAMSON  |  FRIDAY, 19 OCT 2018
An ASX-listed financial services company is rolling out its first white-labelled managed account platform to a Victorian dealer group. Fiducian Group was selected by the unnamed group - reported to have about $200 million in funds under advice - following ...

Qualitas seizes non-bank financing opportunities

KARREN VERGARA  |  THURSDAY, 18 OCT 2018
Amid the major banks lowering their lending participation rates, Qualitas sees a boom in the private debt real estate segment over the medium term. Speaking at a media briefing on Monday, Qualitas group managing director Andrew Schwartz said private ...

Industry fund drops life premiums, pension fees

JAMIE WILLIAMSON  |  THURSDAY, 18 OCT 2018
A $1.5 billion industry superannuation fund is reducing select insurance premiums after renegotiating its group insurance mandate. It also slashed the administration fee on its pension account. Under a new group cover deal with MetLife, REI Super has ...

IOOF expands managed accounts offering

KARREN VERGARA  |  FRIDAY, 12 OCT 2018
... will now include multi-asset models that combine direct equities with managed funds on its flagship platform, IOOF Pursuit Select. IOOF said this evolution of MPS provides advisers the ability to offer clients an expanded range of investment choice. ...

Cbus invests in UK infrastructure

KANIKA SOOD  |  FRIDAY, 12 OCT 2018
The $47 billion industry fund has taken a direct stake in a UK ports company in which First State Super also holds a share. The investment in Forth Ports is Cbus' first direct offshore investment in infrastructure. It takes Cbus' infrastructure ...

Advice is a sea of sameness

HARRISON WORLEY, MICHELLE BALTAZAR  |  WEDNESDAY, 10 OCT 2018
Addressing the AFA National Adviser Conference, chief executive and founder of Don Connelly & Associates, Don Connelly said financial advisers should look to differentiate themselves in a "sea of sameness." Connelly compared picking an adviser to selections ...

AFA Foundation celebrates record year

JAMIE WILLIAMSON  |  WEDNESDAY, 10 OCT 2018
The AFA Foundation raised a record amount in FY18, bringing in more than $300,000 for its partner charities. In announcing the result, AFA Foundation chair Olivia Sarah-Le Lacheur thanked AFA members for their generous donations over the last 12 months. ...

YTML launches advice app aggregator

JAMIE WILLIAMSON  |  MONDAY, 8 OCT 2018
... produce and are not easily understood by clients. "With one sign-on, the Seido App Store allows licensees and advisers to select tools in the store that they believe represent best practice, and at the end of the process receive documents their clients ...

Legal woes continue for super fund

JAMIE WILLIAMSON  |  WEDNESDAY, 3 OCT 2018
Industry superannuation fund Rest is facing renewed scrutiny over its responsible investment practices after one of its members filed an updated Federal Court claim alleging the fund has failed to act in his best interests. In July, Rest member Mark ...