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Showing 1411 - 1420 of 3289 results for "Smith"

Fidelity appoints two senior executives

MARK SMITH  |  WEDNESDAY, 29 OCT 2014
Fidelity Australia has appointment two senior executives in a bid to strengthen the firm's relationships with clients. Warwick Boys joins the company as head of institutional business. For the past five years Boys was working at Perpetual Investments ...

Family trusts overlooked amid SMSF boom

MARK SMITH  |  TUESDAY, 28 OCT 2014
Financial advisers are overlooking a huge range of benefits that family trusts have over self-managed super funds for their high net worth clients, according to HLB Mann Judd Sydney head of wealth management Michael Hutton. Hutton said that despite ...

Franklin Templeton beefs up fixed income team

MARK SMITH  |  TUESDAY, 28 OCT 2014
Franklin Templeton has grown the size of its fixed income team as it looks to develop a range of domestic absolute return fixed income products for the Australian market. Jennifer Wee has joined as research analyst, fixed income and will have responsibility ...

Manage super on the go with new Wealthtrac app

MARK SMITH  |  TUESDAY, 28 OCT 2014
Platform and wrap provider Wealthtrac has launched a new app for its wrap product that allows members to monitor their super on their mobile device. Wealthtrac chief executive Matt Johnson said the app recognised the shift occurring in the delivery ...

Instos too slow to make investment decisions

MARK SMITH  |  MONDAY, 27 OCT 2014
Institutions are turning increasingly to alternative assets in a bid to boost returns but many are too slow in changing their asset allocation, according to the latest AMP Capital Institutional Investor Report. Almost half (46%) of the global survey ...

Active management under threat from smart ETFs

MARK SMITH  |  MONDAY, 27 OCT 2014
The distinction between active and passive investment strategies is being blurred by the new range of index products being brought to market, according to S&P Dow Jones Indices managing director and index committee chairman David Blitzer. Speaking to ...

FEATURE: Is it time to change the conversation about ETFs?

JAMES FERNYHOUGH, MARK SMITH  |  FRIDAY, 24 OCT 2014
... instruments, and started viewing them instead as a means of actively managing asset allocation? James Fernyhough and Mark Smith report. In Australia, exchange traded funds (ETFs) have traditionally been viewed as a cheap and easy way for retail investors ...

Research houses give Medibank IPO approval

MARK SMITH  |  FRIDAY, 24 OCT 2014
Research houses Morningstar and Lonsec have given their recommendation for investors to subscribe to the Medibank Private initial public offering. "This represents an opportunity to invest in Australia's largest private health insurer at a fair price ...

Significant Investor Visa changes to boost venture capital

MARK SMITH  |  FRIDAY, 24 OCT 2014
The government has signalled changes to the significant investor visa (SIV) scheme that could see funds channelled into riskier investments such as venture capital and startups. Trade and Investment Minister Andrew Robb indicated the government plans ...

Folkestone beefs up distribution

MARK SMITH  |  THURSDAY, 23 OCT 2014
Property fund manager Folkestone Funds Management has appointed a new head of distribution and a business development manager (BDM). New distribution head Michael Baker joins from Property Capital Partners, which provides capital raising, product development ...