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Showing 301 - 310 of 621 results for "Discretionary"

Platinum sells $24m Asia stake

ALEX BURKE  |  THURSDAY, 14 DEC 2017
... the industry sectors which delivered positive contributions were financials, information technology and consumer discretionary.

BetaShares launches Australian ESG fund

ALEX BURKE  |  WEDNESDAY, 6 DEC 2017
... efficient than its industry's average. The ETHI's portfolio is weighted toward information technology, consumer discretionary and healthcare sectors, and also invests in companies with the potential to profit from the movement toward sustainability and ...

Impact of dementia on estate planning efficacy

JAMIE WILLIAMSON  |  MONDAY, 27 NOV 2017
... "Often, statutory will applications are accepted by all parties and can allow for inclusion of strategies such as discretionary testamentary trusts."

Managed accounts now available via FirstChoice

JAMIE WILLIAMSON  |  TUESDAY, 21 NOV 2017
... Colonial First State's FirstChoice platform, providing a level of portfolio control typically associated with managed discretionary accounts. The latest platform enhancement to be rolled out by CFS sees more than 100 investment options made available ...

The PI risks of goals-based advice

JAMIE WILLIAMSON  |  THURSDAY, 9 NOV 2017
... implement goals-based advice can have differing, perhaps unforeseen impacts on PI cover. An adviser using managed discretionary accounts, individually managed accounts, separately managed accounts or their own managed investment schemes can potentially ...

Mason Stevens expands fixed income, appoints SMA manager

MICHELLE BALTAZAR  |  TUESDAY, 7 NOV 2017
... UBS Wealth Management, spending three years in Zurich before moving to the Sydney office where he rose to head of discretionary portfolio management. It was a role he held for more than six years where his team was in charge of more than 1000 discretionary ...

Charter Hall launches fund, backs consumer spending

DARREN SNYDER  |  THURSDAY, 2 NOV 2017
... everyday household items, have a low elasticity of demand. "Consumers are generally unwilling to cut these types of non-discretionary items from their household budgets and consequently demand for them generally grows in line with population. They are ...

Managed accounts platform doubles FUA

KARREN VERGARA  |  TUESDAY, 31 OCT 2017
... rebalancing and client record of advice generation," Rees-Evans said. WealthO2 was established in 2015, providing managed discretionary account services and expanded to managed accounts solutions the following year. In June, the group launched the uXchange ...

Confidence up but will consumers shop?

BENJAMIN ONG  |  THURSDAY, 12 OCT 2017
... and dwindling savings. The Australian consumer has no choice but to cut back on spending on both essentials and discretionary. There is no question that the Australian labour market is strengthening but just as elsewhere in many parts of the world, wages ...

Time to start factoring in an RBA rate cut?

BENJAMIN ONG  |  FRIDAY, 6 OCT 2017
... income and dwindling savings, the Australian consumer has no choice but to cut back on spending - on both staples and discretionary, as the details of the ABS report reveals. This raises doubts over the RBA's optimistic outlook and its statement that ...