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Showing 171 - 180 of 435 results for "Hybrid"

Cash is cash, APRA tells super funds

KANIKA SOOD | MONDAY, 2 JUL 2018

... chided superannuation funds for investing members' funds held in cash options into non-cash securities like bonds and hybrid debt instruments among others. APRA's review found cash options had exposure to asset-backed and mortgage-backed securities ...

Qualitas creates LIT, enters retail market

DARREN SNYDER | FRIDAY, 29 JUN 2018

Real estate manager Qualitas is in the final stages of launching a listed investment trust, its first exchange-traded product and its first foray into the retail investment market. The listed investment trust (LIT) will focus on commercial real estate ...

Aussie HNWI population grows: Capgemini

HARRISON WORLEY | THURSDAY, 21 JUN 2018

... contributor to HNWI growth. Superannuates with more than $1m in investable assets will increasingly require the sophistication of hybrid investment services, where advanced analytics coupled with robotic processes can contribute to ongoing returns," ...

Age pension application difficult: Report

HARRISON WORLEY | WEDNESDAY, 20 JUN 2018

... Retirement Essentials used seniors to help design solutions and in doing so understood the application process required a hybrid approach of telephone support and web access. "In a country like Australia where people have worked hard and paid taxes their ...

Quantifeed eyes Australian expansion with $13.5m raising

KANIKA SOOD | WEDNESDAY, 20 JUN 2018

... artificial intelligence (AI) yet. "Robo-adviser is a bit of a misnomer but we have already adopted it. What we offer is a hybrid solution that combines digital - perhaps the more mechanical part - and the human," he said. "Robo-advice has been focused ...

Aussie fixed income managers with global teams outperform: Zenith

KANIKA SOOD | TUESDAY, 12 JUN 2018

... research looked at 24 fund managers in the Australian fixed income space. Eleven of these had domestic-only teams while 13 had hybrid teams with a blend of domestic and offshore resources. Globalised managers delivered 6.2% in returns whereas local teams ...

SMSFs missing out on returns

KANIKA SOOD | WEDNESDAY, 6 JUN 2018

... investments, 21% in cash and cash products, 12% in direct property, 28% in managed investments, 7% in other investments and 3% in hybrid securities. "The established shift towards managed investments has continued largely at the expense of direct shares," ...

XTB launches ESG fixed income portfolio

KANIKA SOOD | MONDAY, 23 APR 2018

The $265 million fixed income securities manager has launched a fixed income portfolio of ESG securities, with an absolute return objective of 1% above the cash rate. The XTB emerald fixed income portfolio is a managed portfolio of individual bond units ...

Westpac obscured bad adviser reference check

KARREN VERGARA | FRIDAY, 20 APR 2018

... audits and warnings until he left in 2015. One incident included Smith advising 20 of his clients to invest in the same NAB hybrid securities on the same day. BT Financial Advice general manager Michael Wright told Senior Counsel Assisting Rowena Orr ...

SG non-compliance declining: ATO

KARREN VERGARA | FRIDAY, 13 APR 2018

... year-on-year. Businesses found to be non-compliant make contributions using a combination of paper-based, electronic and hybrid processes, which do not meet SuperStream standards. When the ATO discussed non-compliance with individual funds and businesses ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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