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Showing 241 - 250 of 616 results for "Cater"

Smash the super status quo

ALEX BURKE  |  FRIDAY, 8 SEP 2017
Parametic managing director, research for Australasia Raewyn Williams believes the super industry is innovating way too incrementally. Describing herself as an "agent provocateur" to delegates at the Australian Institute of Superannuation Trustees Super ...

Tracing super back to 1517

ALEX BURKE  |  THURSDAY, 7 SEP 2017
... be in accumulation or retirement. And if it's the latter, you need to start thinking about designing asset allocation to cater to retirees, and give them choice, or a competitor will. Don't be like the medieval church. Or the Tsars."

Digital revamp for Citi wealth arm

KARREN VERGARA  |  WEDNESDAY, 19 JUL 2017
Citi Australia's wealth management and advice arm is ramping up its digital offerings in an effort to be a leader in the region. Speaking at a Sydney media roundtable yesterday, Citi Australia head of consumer banking in Asia Pacific, Anand Selva, said ...

Plum Super launches retirement product

EMMA RAPAPORT  |  TUESDAY, 18 JUL 2017
... flexibility, choice, and support." Plum Retirement Income offers two different investment paths - Cultivator and Self Select - that cater to both active and passive investor types. Cultivator Investment Path : offers members an automated investment and ...

Cameron Hume hires fixed income expert

KARREN VERGARA  |  FRIDAY, 7 JUL 2017
International fixed income manager Cameron Hume hired an industry specialist to help grow its investment management capabilities. Russ Oxley, founder of Avrox Investment Solutions will work with the firm on a consultancy basis to develop strategic investment ...

Shadforth grows Queensland presence

JAMIE WILLIAMSON  |  MONDAY, 3 JUL 2017
Shadforth Financial Group is expanding in Queensland through the acquisition of a specialist advice firm to further strengthen wealth management capabilities. The Lyndhurst Family Advisory joins the Shadforth advice network, employing a holistic approach ...

Former Ausbil managers start small-cap fund

JAMIE WILLIAMSON  |  FRIDAY, 30 JUN 2017
... quality, value and growth. These stocks will comprise QVG's flagship product, the QVG Opportunities Fund. The fund will cater to high-net-worth investors seeking capital growth and will be a strict limited capacity offering with a minimum investment ...

Goals-based strategies valuable for retirees: Research

KARREN VERGARA  |  FRIDAY, 2 JUN 2017
... construct investment strategies scalable among the varying entry point levels, contributions and different aspirational goals to cater to mass retirees. It also reported mass-customised retirement solutions perform better than traditional balanced or ...

HESTA appoints new insurer

DARREN SNYDER  |  FRIDAY, 26 MAY 2017
HESTA is joining the list of industry superannuation funds to move away from CommInsure as its group insurer. As part of a regular review of its insurance arrangements, the $39 billion industry fund announced it will appoint AIA Australia as its insurer ...

Mosaic tailors financial advice for women, grows FUA to $800m

MICHELLE BALTAZAR  |  FRIDAY, 5 MAY 2017
For financial advisers looking to cater to high-powered female executives, US-based Mosaic Financial Partners provides a textbook-worthy case study. Sabrina Lowell, two-time winner of the "Heart of Financial Planning" award in San Francisco and chief ...