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Showing 3491 - 3500 of 5520 results for "Class"

Succession planning major issue for advisers

ALEX BURKE | WEDNESDAY, 4 FEB 2015

... proprietors. "These are major issues," said Business Health owner Rod Bertino. "Only 9% of these practices have what we would class as a truly effective succession plan. 62% of these practices are sole owners; there's only one single proprietor that ...

BMR integrates Xero SMSF practice management software

ALEX BURKE | WEDNESDAY, 4 FEB 2015

... automated ABN and TFN applications, online applications for Macquarie CMAs and the ability to establish a new SMSF directly into Class Super's SMSF administration software. The goal of these enhancements is to streamline and shorten the SMSF setup process ...

Pershing upgrades to Broadridge processing solution

MARK SMITH | WEDNESDAY, 4 FEB 2015

BNY Mellon-owned Pershing Securities Australia has adopted the Broadridge's Australian post-trade processing solution as its new middle- and back-office processing platform for third-party domestic clearing. The solution is designed to increase process ...

Retail investor confidence in domestic market low

STAFF WRITER | FRIDAY, 30 JAN 2015

... 2014. Despite the lack of confidence in the domestic economy, portfolios lack diversification geographically and by asset class, with a particularly heavy bias towards Australian equities and low exposure to fixed interest and there are no signs that ...

AllianceBernstein managed volatility strategy rated by Lonsec

MARK SMITH | WEDNESDAY, 28 JAN 2015

... returns in line with its objectives. It added that it considered the fund to be "an appropriate entry point to this asset class or strategy". AllianceBernstein Australia chief executive officer Jen Driscoll said: "This is a strong endorsement of our ...

Reasons to cheer amid gloomy predictions

LAURA MILLAN | TUESDAY, 27 JAN 2015

Low inflation, low returns and high volatility are set to be the new normal in 2015. The International Monetary Fund (IMF) confirmed the trend when it downgraded its growth forecast for the global economy from 3.8% for 2015 in October to a lower 3.5% ...

Instos turn increasingly to real assets

STAFF WRITER | MONDAY, 19 JAN 2015

... asset investments - 96% of respondents currently invest - with 59% of them opting for a conservative exposure to the asset class through core equity. Many investors are also increasing allocations to value-added equity (47%) and opportunistic equity ...

Investors will need to be patient in 2015: PM Capital

MARK SMITH | FRIDAY, 16 JAN 2015

PM Capital chief investment officer Paul Moore believes equity markets are far from cheap and investors will need to be patient over the coming year and pounce on any price falls. "When we look out over the next 12 to 18 months for new opportunities ...

APX to be integrated into IRESS platforms

ALEX BURKE | FRIDAY, 16 JAN 2015

Asia Pacific Stock Exchange (APX) and IRESS have announced that the APX market will be fully integrated into IRESS institutional and wealth management platforms. This will give Australian IRESS clients access to APX market activity and order management ...

I'm with Bill

BENJAMIN ONG | THURSDAY, 15 JAN 2015

Ahh yes, it's the time of the year again folks...the time when the World Bank WEP) releases its crystal ball's read on the year ahead....and despite the myriad of 'Happy New Year' wishes wished upon us when 2014 became 2015, the WB's crystal ball says ...

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Treasury responds to Debelle's review into the AOFM

KARREN VERGARA

Treasury has responded to the Guy Debelle-led review into the Australian Office of Financial Management (AOFM), agreeing to all six recommendations.

Bravura ups guidance, reports earnings increase

RIDDHIMA TALWANI

Bravura Solutions informed investors cost discipline will protect its full year earnings result after a client migrated to a Business Process Outsourcing (BPO) early in the year.

MaxCap hires from Vanguard, AustralianSuper

MATTHEW WAI

MaxCap has welcomed two senior directors, including a portfolio manager from Australia's largest super fund, reporting to the recently named chief executive Kylie Robb.

Zenith snags mandate from Granite Bay

MATTHEW WAI

Granite Bay Private Wealth has selected Zenith Investment Partners to support their investment governance and due diligence.

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Christian Mueller-Glissmann

Head of Asset Allocation Research

Goldman Sachs

When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

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Tania Milnes

General Manager Membership

Financial Advice Association Australia

Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

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Effie Dimitropoulos

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Digital assets and where they stand in 2026

So far in 2026 digital assets have captured the headlines largely for the wrong reasons, but that doesn't tell the full story.

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Jessica Sclafani

Global retirement strategist

T. Rowe Price

Rethinking default design in a changing market environment

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Advisers Big Day Out - Geelong

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Blake Briggs

CHIEF EXECUTIVE OFFICER
FINANCIAL SERVICES COUNCIL

Since becoming chief executive, Blake Briggs has renewed the Financial Services Council's influence, expanded the membership base, and strengthened its policy and advocacy credentials. Karren Vergara writes.

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