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Showing 411 - 420 of 1635 results for "Recommended"

Iress opens retail capital raise

ALLY SELBY  |  TUESDAY, 9 JUN 2020
... surprising offer to acquire OneVue at 40 cents per share, valuing the firm at $107 million. The firm's board unanimously recommended the offer, which was priced at a 67% premium to the OneVue's closing price on May 28 and a 19% premium to its 12 month ...

Volatility is not the devil: Pengana

ALLY SELBY  |  THURSDAY, 4 JUN 2020
... downturn, Yacoub said. Although she highlighted the benefits of risk models and tools to avoid significant losses, she recommended investors focus on a business' core fundamentals alongside a portfolio construction approach that respects risk for long ...

Charities call for further stimulus

ALLY SELBY  |  WEDNESDAY, 3 JUN 2020
... directly affected by the COVID crisis." In addition to calls for a gradual transition from JobKeeper payments, the report recommended the government create a charities transformation fund to help organisations transition to the 'new normal'. It also ...

FSC calls for SMSF access to infrastructure

ELIZA BAVIN  |  WEDNESDAY, 3 JUN 2020
... creation of tailored vehicles for greenfield projects, such as community housing." As part of its report the FSC also recommended the abolition of stamp duties on life insurance products and property. "Stamp duties on life insurance cost Australians ...

Adviser banned for five years

ELIZA BAVIN  |  TUESDAY, 26 MAY 2020
... clients. "He provided insurance advice that would generate large commissions for himself, regardless of whether the recommended products were appropriate for his clients," the regulator said. "The banning of Mr Lewis is part of ASIC's ongoing efforts ...

ASIC bans RC case study adviser

HARRISON WORLEY  |  TUESDAY, 12 MAY 2020
... failed to consider existing insurance arrangements and the potential impact on retirement savings of products she recommended. Finally, former ClearView adviser Alan Davies has been banned from providing financial services for three years. According ...

BNY Mellon IM boutique heads for ASX mFunds

KANIKA SOOD  |  TUESDAY, 28 APR 2020
... return strategies, targeting long-term returns of 5% p.a. above inflation over a rolling five-year period. It has a recommended rating from both Zenith and Lonsec and so far has been available to non-institutional clients through BT, Macquarie, OneVue ...

State Street model portfolios land on BT Panorama

HARRISON WORLEY  |  TUESDAY, 28 APR 2020
... particularly among advisers with lower-balance clients. According to the report, the number of financial planners who recommended managed accounts has doubled in the last five years. State Street Global Advisors head of SPDR ETF Asia Pacific distribution ...

A case for flexible asset allocation: First Sentier

ALLY SELBY  |  MONDAY, 27 APR 2020
Investment managers with fixed multi-asset allocations may have been better served by a flexible approach during the COVID-19 crisis. That's according to First Sentier Investors, who argue a flexible, dynamic multi-asset approach to investing can ...

Billionaires club rakes in cash amid COVID-19 crisis

ALLY SELBY  |  FRIDAY, 24 APR 2020
... not only our economy, but our democracy itself." As part of the emergency response to the pandemic, the institute recommended a crackdown on billionaires. This includes: enacting an excess profits tax, as well as a 10% income tax; stopping billionaires ...