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Showing 2011 - 2020 of 3289 results for "Smith"

Dalton Nicol Reid consistency rewarded with Lonsec upgrade

MARK SMITH  |  MONDAY, 21 OCT 2013
Dalton Nicol Reid (DNR)'s flagship Australian Equities High Conviction Portfolio has received a 'Recommended' rating from research house Lonsec. The model portfolio aims to outperform the S&P/ASX 200 Accumulation Index by 4% per annum over rolling three ...

Secrets of world's greatest investors revealed

MARK SMITH  |  FRIDAY, 18 OCT 2013
Operate with less risk than your peers, be prepared to change strategy if the market changes, don't invest in what you don't understand and work very hard. These are some of the attributes that characterise the world's 99 greatest investors, according ...

Sunsuper launches MySuper fund

MARK SMITH  |  THURSDAY, 17 OCT 2013
The $24 billion Sunsuper fund has launched its MySuper product, a lifestyle fund which automatically transitions members into lower risk assets as they approach retirement. From 1 January next year, it will be compulsory for employers to pay default ...

JBWere names new chief investment officer

MARK SMITH  |  THURSDAY, 17 OCT 2013
JBWere has appointed James Wright as its new chief investment officer. He will responsible for setting the firm's investment strategy and will oversee the tactical asset allocation, product and security selection for JBWere's private wealth management ...

Pre-retirees won't meet goals without equities

MARK SMITH  |  THURSDAY, 17 OCT 2013
Investors approaching retirement will be unlikely to meet their income needs without a reasonable allocation to equities, according to investment professionals. Traditionally, investors approaching retirement have been advised to reduce their equity ...

Platinum offers $15,000 financial planning scholarship

MARK SMITH  |  THURSDAY, 17 OCT 2013
Platinum Asset Management, together with the Neilson Foundation, has launched a new scholarship for financial planning undergraduates, the Financial Planning Association (FPA) has announced. The scholarships will be offered through five Australian universities ...

Adapt clients to slower global growth: PIMCO

MARK SMITH  |  WEDNESDAY, 16 OCT 2013
The global economy is likely to experience a period of slow growth that will last from two to five years, PIMCO head of Global Product Management David Fisher said. "Advisers need to think about ways to adapt client portfolios to a changing and different ...

Advisers should engage clients on health

MARK SMITH  |  WEDNESDAY, 16 OCT 2013
The Australian National Preventative Health Organisation (ANPHA) has thrown down the gauntlet, challenging advisers to develop ways of engaging clients on preventable health issues such as heart disease and diabetes. With at least 60% of Australian ...

Jenny Brown named AFA Adviser of the Year

MARK SMITH  |  WEDNESDAY, 16 OCT 2013
Jenny Brown from JBS Financial Strategists has taken home the Association of Financial Advisers' most prestigious accolade - the AFA Adviser of the Year Award. The Award recognises advisers who demonstrate outstanding leadership, advocacy and innovation. ...

ASIC has risk advice in its sights

MARK SMITH  |  TUESDAY, 15 OCT 2013
Australian Securities and Investments Commission (ASIC) deputy chairman Peter Kell has the retail insurance sectors in his sights, announcing that the regulator will conduct major surveillance of the sector. Kell said ASIC is in the process of gathering ...