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Showing 31 - 40 of 76 results for "Rae"

Focus on tax outcomes to drive up member returns: Parametric

ALEX BURKE  |  TUESDAY, 3 APR 2018
Research from Parametric shows a tax-efficient super investment portfolio can demonstrably improve member outcomes. The report, co-authored by chief investment officer Paul Bouchey, research managing director for Australia Raewyn Williams and researcher ...

TAL named top life insurer for 2017

DARREN SNYDER  |  FRIDAY, 16 MAR 2018
TAL and CommInsure each collected three accolades at the Association of Financial Advisers (AFA) Life Company of the Year Awards in Sydney last night, and it was the former which won the top gong. Recognising its excellence in the provision of products ...

Tax strategies boost retirement savings: Research

KARREN VERGARA  |  WEDNESDAY, 21 FEB 2018
Tax-efficient strategies can boost retirement savings by more than $200,000 from accumulation to retirement phase, according to Parametric. The firm's latest research debunks the myth that trying to achieve tax efficiency within a super fund's equity ...

Spring FG exec transfers to risk advisory firm as part of new partnership

ALEX BURKE  |  FRIDAY, 22 DEC 2017
Spring Financial Group's head of risk services will transfer over to a specialist risk advisory firm as part of a new exclusive partnership. Rael Kwasnik will join Fairbridge Financial Services so as to expedite the process of migrating Spring FG clients ...

Smash the super status quo

ALEX BURKE  |  FRIDAY, 8 SEP 2017
Parametic managing director, research for Australasia Raewyn Williams believes the super industry is innovating way too incrementally. Describing herself as an "agent provocateur" to delegates at the Australian Institute of Superannuation Trustees Super ...

Family office manager expands

KARREN VERGARA  |  TUESDAY, 11 APR 2017
A specialist investment manager for high-net-worth clients recently added three members to its investment team. Now managing more than $1.3 billion, Sydney-based Atrium Investment Management said the hires would provide diverse skills and experience. ...

BT Financial Group wins Life Company of the Year

ALEX BURKE  |  FRIDAY, 10 MAR 2017
The Association of Financial Advisers and Strategic Insight named BT Financial Group as Life Company of the Year in Sydney last night. BTFG took home the platinum award against runners-up TAL, MLC and OnePath. The AFA and Strategic Insight said these ...

Small caps and corporate activity drive LIC performance

KERRIE SYDEE  |  WEDNESDAY, 7 DEC 2016
... offer good value trading close to pre-tax NTA at 31 October and are below their three year average premium. IIR analyst Peter Rae said: "October was an active quarter with the pipeline of listings, capital raisings and corporate action remaining strong. ...

Parametric keeps value factors in check

DARREN SNYDER  |  TUESDAY, 20 SEP 2016
Global asset manager and tax efficiency specialist Parametric is pitching to Australian superannuation funds with a factor-based investment strategy for global equities that targets the value factor. Parametric chief investment officer Paul Bouchey ...

PIMCO announces global layoffs

ALEX BURKE  |  MONDAY, 20 JUN 2016
... also restructure its active dividend strategies, "by converting the equity exposure to Research Affiliates Equity Income (RAE Income)." "While our dividend team colleagues have made important contributions to the firm, we believe this conversion is a ...