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Showing 2931 - 2940 of 11308 results for "research"

Global fixed income trust launched

ELIZA BAVIN  |  MONDAY, 2 DEC 2019
... generate returns from diverse sources of alpha in a variety of market conditions. MFS said the trust takes an integrated research approach, looking to identify inefficiencies in global fixed income markets. "[The trust] seeks out a broad range of opportunities ...

Industry fund for coal miners on ESG journey

ELIZABETH MCARTHUR  |  MONDAY, 2 DEC 2019
... of delivering on its trustee obligations to members who are overwhelmingly employed in the black coal mining sector. Research conducted by the fund has shown there is an expectation from members that it support the sector where possible. "While we do ...

Super fund PDSs to include single cost of product figure

HARRISON WORLEY  |  FRIDAY, 29 NOV 2019
... monitor fees and costs disclosure and consider taking action where it found misconduct. Rainmaker head of superannuation research Jason Ross noted the changes include calculating fees based on a $5000 contribution, which he said may affect transaction ...

Don't over-interpret OECD super fee figures

HARRISON WORLEY  |  FRIDAY, 29 NOV 2019
Rainmaker's research head is calling for the superannuation industry to avoid over-interpreting OECD figures indicating Australia's retirement saving system is cheap, as debate breaks out. Alex Dunnin, Rainmaker executive director of research and compliance ...

Above and beyond: Planner excellence recognised

JAMIE WILLIAMSON  |  THURSDAY, 28 NOV 2019
... Statement of Advice (SOA) submission clearly shows excellence in paraplanning, including demonstration of how his work and research made significant improvements to the client's situation," the judges said. "Lachlan's supporting documents showed ...

Tech-powered is empowered: SOAs

JAMIE WILLIAMSON  |  THURSDAY, 28 NOV 2019
... SOA's content which will no doubt improve the chances of Australians accessing advice. After all, the Social Science Research Network has found that 65% of people are visual learners. "Digital SOAs are key to improving the advice experience. By adopting ...

Industry's Best of the Best celebrated

HARRISON WORLEY  |  THURSDAY, 28 NOV 2019
Leading wealth management organisations have been celebrated in Money magazine's Best of the Best Awards for 2020. Australia's longest-running and most-read personal finance magazine handed out more than 100 awards to leaders in the financial ...

New social network for advisers

ELIZABETH MCARTHUR  |  WEDNESDAY, 27 NOV 2019
... 14,000-strong FPA membership is immediate access to a community of like-minded professionals." He pointed to CoreData research which revealed FPA members are seeking more ways to connect and share with their professional peers. "Specifically, members ...

Active fixed income funds review fees

KANIKA SOOD  |  WEDNESDAY, 27 NOV 2019
... is the lower expected yield from fixed income assets, according to Rodney Sebire, Zenith's head of global fixed income research and alternatives. "Many active fixed income managers are rebasing their fees, as the actual return expectations have come ...

New head of investments at MLC

ELIZABETH MCARTHUR  |  TUESDAY, 26 NOV 2019
... will remain until the end of December. Ben McCaw has also been promoted to senior portfolio manager for capital markets research.