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Showing 4131 - 4140 of 8591 results for "SIM"

Bonds aiding not-for-profit investors

JAMIE WILLIAMSON  |  FRIDAY, 10 FEB 2017
Bonds are increasingly popular among not-for-profit and charity organisations as they seek to make returns on donations in the face of low interest rates. The combination of scarce donor capital and historically low rates has placed NFP trustees and ...

New white labels highlight OneVue growth

JAMIE WILLIAMSON  |  THURSDAY, 9 FEB 2017
OneVue will partner for three white labels following record quarterly cashflows. The platform, which recorded inflows of $310 million for the December 2016 quarter, will deliver three white label solutions for MGD Wealth, Prosperum Wealth and an unnamed ...

AMP cops short-term pain

JAMIE WILLIAMSON  |  THURSDAY, 9 FEB 2017
AMP's wealth management inflows took a hit in 2016 as its adviser network felt the impact of legislative reform. Cashflows in to the wealth management division were impacted by regulatory uncertainty which caused investors to be wary of contributing ...

Bendigo targets ethically conscious investors

EMMA RAPAPORT  |  MONDAY, 6 FEB 2017
The wealth division of Bendigo and Adelaide Bank is targeting younger investors with the launch of a socially responsible growth fund. The bank said the fund will be offered as both a standalone fund for investors and as a choice in its Bendigo SmartStart ...

Financial advisers losing communication battle

EMMA RAPAPORT  |  MONDAY, 6 FEB 2017
Embattled financial advisers need to find better ways to communicate their value to clients if they are to remain relevant in an automated world. Speaking at a media roundtable, newly appointed Morningstar chief executive Kunal Kapoor told reporters ...

Fund manager launches new IMA

JAMIE WILLIAMSON  |  FRIDAY, 3 FEB 2017
TAMIM Asset Management issued a new individually managed account solution this week, making it available to clients of the boutique fund manager. The investment philosophy behind the TAMIM Australian Equity All Cap Value IMA is focused on buying quality ...

Global infrastructure goes for growth in 2017

EMMA RAPAPORT  |  THURSDAY, 2 FEB 2017
'User pay' assets will be an attractive opportunity for investors in 2017, as global economies experience a period of synchronised growth. At a Bennelong media briefing yesterday, 4D Infrastructure's chief investment officer Sarah Shaw gave a positive ...

Scale advantage in SMSF performance

JAMIE WILLIAMSON  |  THURSDAY, 2 FEB 2017
SMSFs with balances of $200,000 or more perform better than those with smaller balances. According to new research from SuperConcepts and the University of Adelaide's International Centre for Financial Services, large SMSFs perform better because they ...

ASIC targets NAB super after compliance breakdown

ALEX BURKE  |  THURSDAY, 2 FEB 2017
The trustee of Australia's largest retail super fund, the MLC Super Fund, will appoint an independent expert to review compliance breaches following an ASIC investigation. ASIC initially made enquiries into breach reports lodged by NAB wealth entities ...

Retirement needs higher purpose: ASFA CEO

DARREN SNYDER  |  WEDNESDAY, 1 FEB 2017
Association of Superannuation Funds of Australia chief executive Martin Fahy believes the definition of retirement needs to move away from recreation and pursue a higher purpose. The newly-minted leader told a media event in Sydney yesterday that the ...