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Showing 1791 - 1800 of 3289 results for "Smith"

Cormann freezes FoFA amendments

MARK SMITH, ALICE URIBE  |  MONDAY, 24 MAR 2014
Finance Minister Mathias Cormann will temporarily pause its plans to push the Future of Financial Advice (FoFA) reforms through parliament. Cormann spoke to a number of media outlets and said that he wanted to consult key stakeholders including the ...

SMSFs still under-invested in global shares

MARK SMITH  |  MONDAY, 24 MAR 2014
Self-managed super fund (SMSF) investors continue to overlook the diversification and growth benefits of investing in overseas shares, according to Insync head of research Marcus Tuck. While allocations have increased slightly, the latest figures for ...

JPM appoints Australian insto head

MARK SMITH  |  MONDAY, 24 MAR 2014
J.P. Morgan Asset Management has appointed Stephen Alcorn to head its Australian institutional business. Based in Sydney, Stephen will be responsible for leading the Australia Institutional client advisory team and delivering the full range of J.P. ...

MLC appoints new GM of advice groups

JAMES FERNYHOUGH  |  MONDAY, 24 MAR 2014
MLC has appointed Ross Barnwell as its new general manager of advice partnerships, replacing Peter Smith. In his new role Barnwell will oversee MLC's aligned advice dealerships, including Apogee, MLC Financial Planning, Godfrey Pembroke, Garvan Financial ...

PROFILE: MetLife head of distribution Michael Gooddall

MARK SMITH  |  WEDNESDAY, 12 MAR 2014
... thirty years, Michael Goodall has held senior jobs in superannuation, financial planning and banking; but he tells Mark Smith that it was his time away from theA industry that has best helped him put that experience into context. MetLife's Australian ...

Asia Funds Passport on shaky ground

MARK SMITH  |  MONDAY, 10 MAR 2014
The Asia Funds Passport will never get off the ground because the majority of fund managers in the region are already aligning their products with European UCITS standards, according to EY Asia-Pacific and EMEIA asset management leader Roy Stockell. ...

Robeco fund recommended by Lonsec

MARK SMITH  |  FRIDAY, 7 MAR 2014
The Robeco Emerging Conservative Equity Fund has received a 'Recommended' rating from Lonsec. The Fund is an active, long only, quantitative emerging-markets equities strategy. It invests in listed equities in global emerging markets and the strategy ...

GSAM global bond fund receives Zenith rating

MARK SMITH  |  FRIDAY, 7 MAR 2014
The Goldman Sachs Global Strategic Bond Fund has received a 'Recommended' rating from research and ratings provider Zenith. The Australian dollar-based strategy is designed to provide income and total return through exposure to a broadly diversified ...

Advice industry under-prepared for younger client base

MARK SMITH  |  FRIDAY, 7 MAR 2014
The professional advice industry is facing a seismic demographic shift that it is ill-prepared for, according to the chief executive of Pershing Advisor Solutions, Mark Tibergien. "The industry is fundamentally built on baby boomers but there is a demographic ...

Industry overestimates amount needed for retirement

MARK SMITH  |  THURSDAY, 6 MAR 2014
The amount needed to fund the average retirement is much lower than the global pension industry currently estimates, research from Morningstar shows. Using US government data and a "fairly simple" market and mortality model, the investment researcher ...