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Showing 191 - 200 of 436 results for "Hybrid"

Boutique wealth firm names new COO

KARREN VERGARA  |  TUESDAY, 14 NOV 2017
... Brisbane and Hong Kong. Portfolio manager Michael Frearson recently spoke to Financial Standard about the outperformance of hybrid securities. Frearson, who joined RAM last year to oversee its Diversified Fixed Interest and Credit SMA and the Australian ...

Asset manager seeks to demystify hybrids

ALEX BURKE  |  FRIDAY, 29 SEP 2017
Despite a suspect reputation, hybrid securities have actually delivered a better risk-adjusted return than the equity market over all time periods, according to Real Asset Management portfolio manager Michael Frearson. Speaking to Financial Standard ...

Life insurers challenged by waning planner loyalty

JAMIE WILLIAMSON  |  WEDNESDAY, 27 SEP 2017
... businesses for the impact of the Life Insurance Framework (LIF). The research shows planners becoming more dependent on hybrid commission models as upfront commissions are faded out, though many of the planners surveyed by Investment Trends maintain ...

Lazy LIF planning means advice businesses at risk

JAMIE WILLIAMSON  |  THURSDAY, 21 SEP 2017
... up-front commissions and doubling of renewal commissions will have an effect. "Although we have seen a definite shift towards hybrid commissions arrangements since the LIF changes were legislated last year, many advice practices still have a preference ...

Shaw and Partners leverages success to grow SMA menu

JAMIE WILLIAMSON  |  TUESDAY, 12 SEP 2017
... access to a greater number of asset classes. Since launching SMA solutions in August last year with the introduction of the Hybrid Income and Large Cap Australian Equities model portfolios, Shaw and Partners co-chief executive Earl Evans said clients ...

Aussie super funds increase world ranking

EMMA RAPAPORT  |  TUESDAY, 5 SEP 2017
... 5.6% in 2016, compared to 9.6% for Defined Contribution (DC) plans, 3.9% for reserve funds and an increase of 2.9% for hybrid funds. Top 10 pension funds (US$ millions) Rank Fund Market Total Assets 1 Government Pension Investment Japan $1,237,636 2 ...

Female SMSF investors more focused on securing retirement

JAMIE WILLIAMSON  |  MONDAY, 4 SEP 2017
Female investors are increasingly using self-managed superannuation funds to build wealth, with women aged between 35 and 50 displaying different share trading habits to men. According to the latest CommSec SMSF Trading Trends Report, a comparison of ...

Retirement fintech makes senior appointment

DARREN SNYDER  |  WEDNESDAY, 16 AUG 2017
... embed a truly consumer-centred approach into every aspect of our business." Retirement Essentials is currently developing a hybrid digital advice model which will combine sophisticated technology and data algorithms with experienced human advisers and ...

Ignition Wealth begins European expansion

JAMIE WILLIAMSON  |  MONDAY, 24 JUL 2017
... start an investor's advice journey but often there is a pivot point where they need or want human advice. We believe that hybrid gives the consumer the best of both worlds," Fordree said. Supporting the expansion, the firm has welcomed Irish fintech ...

New super product for investment savvy

JAMIE WILLIAMSON  |  WEDNESDAY, 19 JUL 2017
... the top 500 ASX-listed securities; listed Australian shares; exchange-traded funds (ETFs); exchange-traded commodities; hybrid securities and bonds; listed investment companies (LICs); real estate investment trusts (REITs); managed funds registered by ...