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Showing 3321 - 3330 of 5520 results for "Class"

OneVue launches new advice platform

ALEX BURKE  |  TUESDAY, 29 SEP 2015
OneVue has launched its new financial advice platform, LUMINOUS. Built over 18 months, the platform as designed to be heavily customised to individual client preferences, to the extent of facilitating self-directed investors who may wish to "drop in ...

SMAs on Macquarie Wrap pass $100m milestone

STAFF WRITER  |  TUESDAY, 29 SEP 2015
Separately managed accounts (SMAs) on Macquarie Wrap have passed $100 million in funds under administration in its first year. The functionality was added to Macquarie Wrap in September 2014 to provide financial advisers with access to a range of SMAs. ...

AZ NGA hits $1 billion AUM after latest acquisition

ALEX BURKE  |  FRIDAY, 25 SEP 2015
... successful firm based on their many years of experience creating and managing financial planning enterprises and delivering first class service to their clients," Barrett explained. The FLP deal includes a 49% share swap of FLP equity for AZ NGA shares ...

Instos seeking co-designed mandates

STAFF WRITER  |  FRIDAY, 25 SEP 2015
... managers and large funds are talking directly to solve and co-create outcomes based solutions, often across multi asset class and risk parameters," Vassos said. "This investment co-design trend speaks to a number of systemic industry responses as Australia's ...

FEATURE: Inflation plus investing

LAURA MILLAN  |  FRIDAY, 25 SEP 2015
... lost in the process." He says that managers would set up strategic asset allocations, appoint one manager for each asset class and demand that each beat the benchmark. "They would be trying to beat the ASX200, for example. If the market was down 5% that ...

Life powers Chinese insurance industry

ALEX BURKE  |  THURSDAY, 24 SEP 2015
... to a broadening of investment products, ongoing tax and regulatory reforms and, crucially, China's rapidly growing middle class. It also mentioned "the relatively large affluent segment and the growing proportion of the ageing population with rising ...

QSuper investment philosophy revealed

DARREN SNYDER  |  THURSDAY, 24 SEP 2015
... said. From 2011 onwards the $50 billion superannuation fund has been looking to decrease its equity exposure but the asset class remains "the dominant risk asset." "Australian equities risk remains well above what would be seen as objectively as a natural ...

Chief executive departs mine industry super fund

DARREN SNYDER  |  THURSDAY, 24 SEP 2015
... the Maritime Mining Power Credit Union. "Bruce is as a highly competent, people-focused executive who has embedded a first class customer-centric culture within the business. He has underpinned this culture with the highest ethical standards and shared ...

The case for super investing in agriculture

DARREN SNYDER  |  WEDNESDAY, 23 SEP 2015
Low interest rates and proximity to Asia's rising middle class are partly reasons for Australian superannuation funds to be investing in the country's agriculture industry. Yet recent research commissioned by BDO and conducted by The University of Queensland ...

Financial services only mildly innovative: research

DARREN SNYDER  |  WEDNESDAY, 23 SEP 2015
The Australian financial services industry has painted itself as only mildly innovative according to a study by National Australia Bank (NAB). About 39% of small-to-medium enterprises in finance have suggested there is a culture of innovation among ...