Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 541 - 550 of 2284 results for Alex Burke

Managing the three pillars of retirement

ALEX BURKE  |  WEDNESDAY, 26 JUL 2017
Retirement income products need to be designed around three investment objectives: increasing income, reducing risk and maximising returns. Speaking at the inaugural Financial Standard Best Practice Forum on Retirement Income, Vertium Asset Management ...

An institutional approach to retirement advice

ALEX BURKE  |  TUESDAY, 25 JUL 2017
Retiree portfolios stand to benefit from the asset-liability management used by institutional investors, according to AMP Capital senior portfolio manager Darren Beesley. Speaking at the inaugural Financial Standard Best Practice Forum on Retirement ...

Riding the retirement tidal wave

ALEX BURKE  |  TUESDAY, 25 JUL 2017
A future where people routinely live to 100 has significant implications for society - and more specifically financial planning, according to State Street Global Advisors head of portfolio strategists Asia-Pacific Jonathan Shead. Speaking at the inaugural ...

Investment managers turning to hungry retail market

ALEX BURKE  |  MONDAY, 24 JUL 2017
Boutique and alternatives managers, traditionally the purview of institutional and wholesale investors, are turning to an increasingly sophisticated retail market to diversify their client bases. Consider Cooper Investors, the $11 billion global equities ...

Ignition Wealth launches SMSF appropriateness tool

ALEX BURKE  |  FRIDAY, 21 JUL 2017
Ignition Wealth is launching a new tool to help financial advice clients determine their suitability for establishing a self-managed super fund. The Ignition Wealth SMSF Appropriateness Tool educates clients as to the responsibilities involved in running ...

Milton to acquire $18m unlisted manager

ALEX BURKE  |  FRIDAY, 21 JUL 2017
Listed Australian equities investment company Milton Corporation has entered into an agreement to acquire an unlisted investment manager for $18 million. Consideration will be the issue of new Milton shares, and Milton managing director Frank Gooch ...

Advice group inks deal with $7bn super fund

ALEX BURKE  |  FRIDAY, 21 JUL 2017
An advice association has finalised a referral arrangement with a $7.6 billion super fund. Under the new arrangement, Tasplan will provide qualified advice referrals for members in mainland Australia via the Association of Independently Owned Financial ...

Aussie hedge fund seeking $300m for retail IPO

ALEX BURKE  |  THURSDAY, 20 JUL 2017
A $1.1 billion Australian hedge fund manager with offices in Sydney and New York is looking to diversify its investor base with the launch of a listed investment company. VGI Partners is looking to raise $300 million, with a possible further $100 million ...

NAB sells down stake in $350bn asset consultant

ALEX BURKE  |  WEDNESDAY, 19 JUL 2017
NAB is selling a 55% stake in JANA to senior JANA management. JANA chief executive Jim Lamborn described the sale as an exciting next step in JANA's 30 year history, adding: "The new management ownership structure model will give us greater flexibility ...

APRA sets new capital target for the big four

ALEX BURKE  |  WEDNESDAY, 19 JUL 2017
APRA has raised the CET1 capital ratios for the big four banks to meet the "unquestionably strong" benchmark outlined in the Financial System Inquiry. By 1 January 2020, the big four will need to achieve a CET1 capital ratio of at least 10.5%. APRA ...