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Showing 1751 - 1760 of 3289 results for "Smith"

Advisers at risk of losing three in 10 clients

MARK SMITH  |  MONDAY, 14 APR 2014
Almost three in 10 (28.6%) Australians who currently receive financial advice are at risk of leaving their adviser, according to new research from CoreData. CoreData's 2014 Keys to Growth Report found those most at risk were less likely to have received ...

Investec to sell local professional banking arm

MARK SMITH  |  FRIDAY, 11 APR 2014
Investec will offload its Australian professional banking division to Bank of Queensland for $440 million. The jettisoned professional finance division includes Investec's deposits business, and its asset finance and leasing businesses in Australia. ...

EQT to buy ANZ Trustees for $150m

MARK SMITH  |  THURSDAY, 10 APR 2014
ANZ will sell its ANZ Trustees business to Equity Trustees (EQT) and form a new strategic relationship with the financial services provider involving a range of client referral and service arrangements. The transaction is expected to be completed in ...

Class Super CEO departs suddenly

JAMES FERNYHOUGH  |  THURSDAY, 10 APR 2014
The newly-appointed chief executive of Class Super David Smith has departed suddenly after just three months in the role, following disagreements over his level of commitment to the company. Smith has been replaced by former Class chief operating officer ...

Leap in appetite for overseas assets

MARK SMITH  |  THURSDAY, 10 APR 2014
Investor appetite for overseas assets jumped 15% in March, according to the Certitude Global Investing Intentions Index (CGIII), and is now at the second highest level since the index was constructed in June 2013. The Index collates the views of over ...

IPA joins calls for LISC reintroduction

MARK SMITH  |  WEDNESDAY, 9 APR 2014
The Institute of Public Accountants (IPA) is urging the Government to reintroduce the Low Income Superannuation Contributions (LISC) to ensure that low income earners are not disadvantaged. As a result of recent taxation changes those earning less than ...

PM Capital eyes Asia fund listing

MARK SMITH  |  TUESDAY, 8 APR 2014
Equity fund manager PM Capital is set to list its Asian Opportunities Fund on the Australian Securities Exchange (ASX). The initial public offering is the second of its kind for the group after the successful launch of its first listed investment company ...

National Seniors asks Inquiry to deliver "top quality" advice

MARK SMITH  |  TUESDAY, 8 APR 2014
National Seniors has called on the Financial System Inquiry (FSI) to consider ways in which Australia can deliver "top quality, independent financial advice." In its submission, the over-50s consumer lobby urges the Inquiry to consider the government's ...

Multi-asset portfolios key for retiree income

MARK SMITH  |  TUESDAY, 8 APR 2014
Institutional investors must have a greater number and more intelligent blend of income-generating assets if they are to meet the needs their ballooning retiree client base, according to fund manager Investec. The group's co-head of multi-asset John ...

Market Wrap

AAP  |  MONDAY, 7 APR 2014
... Friday's big drop in high-growth companies in the US overshadowed a solid US jobs report, Bell Potter senior adviser Stuart Smith said. "It was momentum stocks (mostly from the tech and biotech sectors) that have been sold and brought back to more reasonable ...