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Showing 1551 - 1560 of 3273 results for "Associate"

Super funds must address climate risk: Market Forces

EMMA RAPAPORT  |  THURSDAY, 3 AUG 2017
The superannuation industry's failure to disclose evidence they have considered climate risk in their investment portfolios has left them vulnerable to legal action according to a financial services activist group. Analysis provided by Market Forces ...

Retirement advice will take hit from education reform

JAMIE WILLIAMSON  |  THURSDAY, 3 AUG 2017
Australian baby boomers will struggle to receive quality financial advice as experienced financial planners continue to offload practices at bargain prices in the face of regulatory reform. As more high-level advice needs grow for Australians facing ...

ETFs set to continue dominance

JAMIE WILLIAMSON  |  WEDNESDAY, 2 AUG 2017
Nearly one third of Australia's financial advisers will increase their use of exchange traded funds in client portfolios over the next 12 months. This is a key finding from a recent Rainmaker adviser survey which showed that while 35% of advisers are ...

Boutique manager selects A-REIT and small-cap specialists

DARREN SNYDER  |  THURSDAY, 27 JUL 2017
Alpha Fund Managers, the funds management subsidiary of Infocus Wealth Management, has enlisted a further two funds to its multi-manager suite. The first addition is the Investors Mutual Limited (IML) Small Cap Fund, which aims to deliver consistent ...

Advice requires customisation: Research

KARREN VERGARA  |  WEDNESDAY, 26 JUL 2017
... the relationship, this over time shifts to focus on the individual and becomes relation-based, University of Adelaide associate professor Carolin Plewa said. Plewa, who spoke at the FSC Leaders Summit, said while helping clients reach financial goals ...

Macquarie leads alternatives pack

KARREN VERGARA  |  WEDNESDAY, 19 JUL 2017
Global alternative assets under management rose 10% to US$4 trillion in the 12 months to December 2016, with Macquarie Group dominating the local sector. The annual Willis Towers Watson global alternatives survey of 562 investment managers (which included ...

Global $430bn manager enters Australian market

ALEX BURKE  |  TUESDAY, 18 JUL 2017
... region. Martin takes on the role having previously worked in institutional sales at Partners Group. Before that, he was associate director of institutional business at Pinnacle Investment Management. "I am quite glad to be joining the team, and believe ...

Investment purpose critical to advice: Nikko AM

EMMA RAPAPORT  |  TUESDAY, 18 JUL 2017
Advisers need to be clear on the key differences between environmental, social and governance (ESG) factor based investing and socially responsible investing (SRI) if they are going to remain helpful to clients. Speaking to Financial Standard, Nikko ...

JANA selects data solutions provider

KARREN VERGARA  |  TUESDAY, 18 JUL 2017
Investment consultant JANA has announced the appointment of a new data management provider. Melbourne-based Curium Data Systems will provide greater control and oversight across JANA's operational and investment data. This will enable JANA's operational ...

Class integrates with two boutiques

KARREN VERGARA  |  FRIDAY, 14 JUL 2017
Two boutique self-managed super fund service providers have joined forces with Class Super to help scale audit and compliance services. A.S.A.P. Advice, a Tasmania-based digital advice platform that assists accountants provide SMSF services without ...