Search Results | Showing 401 - 410 of 835 results for "Basic" |
| | | ... investors approach decumulation, Howes advocates what he calls an "income layering" approach. This balances an investor's basic retirement objectives - which includes payments from the age pension, potentially supplemented by the "private pension" of ... |
| | | | ... the Association of Financial Advisers (AFA): Essential, Advice and Masters. Collectively, they deliver content from the basic aspects of insurance and client management to ways to "advance thinking and strategy." "As Australia's largest life insurer ... |
| | | | AZ Next Generation Advisory, owned by former ANZ managing director of advice and distribution Paul Barrett, has acquired Pride Advice. Speaking to Financial Standard, Barrett said Pride, with $180 million in assets under management, was appealing because ... |
| | | | BNP Paribas Securities Services has appointed OneVue to provide unit registry services for five years. BNP's unit registry clients will be migrated to OneVue over 18 months by a team led by OneVue chief operating officer Richard Stevens. "This arrangement ... |
| | | | Mums and dads have increasingly chosen to invest their superannuation in direct low-fee retail products over the last 12 months. Particularly so at BT Super for Life and ANZ Smart Choice with both recording funds under management growth of more than ... |
| | | | Regulatory, economic and technology-related changes are making Asian equities more appealing to investment managers this year, according to T. Rowe Price portfolio manager, Asia ex-Japan equity fund Anh Lu. Speaking at the T. Rowe Price equities discussion ... |
| | | | ... also concerned about limiting the risk of capital losses," he added. Prior to his role at Philo Capital, Dive was head of basic materials at Citigroup investment research. He holds bachelor degrees in both Economics and Law from Sydney University, Canadian ... |
| | | | ... 100% client FUM retention and a 93% referral rate. Arguing that the first meetings with clients should be about giving them basic investment knowledge and that a statement of advice shouldn't be issued until a client fully understands what it means - ... |
| | | | OneVue has announced changes in its management team, custodial arrangements and digital strategy in its March quarter update. Current chief financial officer Brett Marsh will be replaced by Ashley Fenton, previously CFO at executive recruitment company ... |
| | | | Pubs in the United Kingdom are proving an attractive source of income in an otherwise low yield environment, according to the world's largest asset manager BlackRock. "In the UK, the only area we have positive exposure to is pub bonds," BlackRock deputy ... |
|