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Showing 531 - 540 of 1015 results for "Smart"

Netwealth enters fintech partnership

KERRIE SYDEE  |  WEDNESDAY, 7 SEP 2016
... "This is an important step in building out our fintech ecosystem. We are partnering with highly relevant and technology smart companies to assist advisers and their clients make the most of their super and investments." TipRanks uses machine learning ...

AXA IM smart beta fund receives ESG accolades

ALEX BURKE  |  WEDNESDAY, 24 AUG 2016
... that, it's also now been rated as Recommended by Lonsec due to its proficiency at generating risk-adjusted returns. "The smart beta equity strategy offers a sensible middle ground between blind index tracking and alpha-oriented strategies so equips equity ...

UK IFAs increasingly outsourcing to DFMs

KERRIE SYDEE  |  WEDNESDAY, 17 AUG 2016
... with 80% of DFMs reporting some allocation, 55% said they invest in index tracking funds and only 30% stated they invest in smart beta funds. "Although few DFMs expect their allocation to passive investments to decrease, the majority do not plan to increase ...

Vast majority of advisers turning to smart beta: VanEck

ALEX BURKE  |  TUESDAY, 9 AUG 2016
Over 90% of financial advisers and brokers are considering investing in smart beta strategies in the future, according to VanEck research. The research was based on a survey of 120 financial professionals and brokers working in an advisory capacity ...

WAM Research achieves record outperformance

MARK SMITH  |  MONDAY, 8 AUG 2016
Listed investment company WAM Research has reported record outperformance of 23.5% and healthy profit growth for the 12 months to 30 June. The investment portfolio increased 25.5%, outperforming its S&P/ASX All Companies All Ordinaries benchmark by ...

SMSF advisers face demanding year

MARK SMITH  |  TUESDAY, 2 AUG 2016
SMSF advisers are facing a year of significant change for their clients as the Government seeks to implement its 2016-17 Budget superannuation measures. That was the message from SMSF Association head of policy Jordan George in his address to delegates ...

ATO resource targets illegal pension schemes

MARK SMITH  |  THURSDAY, 28 JUL 2016
... initiative aimed at educating advisers and pre-retirees about the potential pitfalls of retirement planning schemes. Super Scheme Smart - which forms part of the ATO's broader focus on tax avoidance schemes - provides tailored information for financial ...

SMSFs will shape the future of ETFs

DARREN SNYDER  |  TUESDAY, 26 JUL 2016
... traditional strategic asset allocation of financial planning clients," Dyall said. Not long after the market saw its first smart beta products, and providers such as BetaShares launched their first currency ETF. It launched the only cash fund in March ...

TH Real Estate completes first close of European Cities Fund

KERRIE SYDEE  |  TUESDAY, 26 JUL 2016
... over the longer term, should account for an increasing share of the region's output, benefit from structural trends and be smart destinations for long term real estate investment capital. "As a new Fund with capital to deploy and only one existing asset ...

WAM finds returns in growth companies

DARREN SNYDER  |  MONDAY, 25 JUL 2016
Exposure to undervalued growth companies in the vehicle leasing, retail and health product sectors led WAM Capital to a 21.6% return on its investment portfolio during 2015-16. Releasing its full-year results to the ASX, WAM Capital chairman Geoff Wilson ...