The latest issue of Financial Standard now available as an e-newspaper

READ NOW

Search Results

Showing 581 - 590 of 1002 results for "Accumulation"

Larry Fink warns of bubble in income assets

MARK SMITH | FRIDAY, 17 APR 2015

... financial system." According to the BlackRock co-founder the problem is most acute for investors nearing the end of the accumulation phase. "Today's pre-retirees in particular face a stark set of choices: put their cash in the bank at a near-zero or ...

Perpetual appointed RE for Regal

DARREN SNYDER | THURSDAY, 9 APR 2015

... Equity Fund had more than $165 million in funds under management as of February. It aims to outperform the S&P/ASX 300 Accumulation Index net of fees over a rolling five year basis. Perpetual also acts as RE for Morphic's flagship fund.

Changes to super tax needed: AIST

DARREN SNYDER | THURSDAY, 2 APR 2015

... AIST will submit to the federal government's Tax Discussion Paper by examining "the full spectrum of taxes in the accumulation and post-retirement phase, with a view towards a less-complex tax regime." AIST chief executive Tom Garcia said the submission ...

Meat industry super hands mandate to AB

ALEX BURKE | MONDAY, 16 MAR 2015

... lower-volatility investment performance, giving our members comfort that their capital is growing steadily during the accumulation phase and mitigating the sequencing risk around retirement," said MIESF chief investment officer Mary McLaughlin. AB Australia ...

Perennial to raise capital for Aussie equities LIC

LAURA MILLAN | THURSDAY, 12 MAR 2015

... portfolio of Australian companies, with an overweight to stocks outside the ASX top 20, as compared with the S&P/ASX 300 Accumulation Index. The company's independent board of directors is chaired by former Russell Investments chief executive of ...

US fiduciary reforms will rock pension funds

ALEX DUNNIN | THURSDAY, 5 MAR 2015

... provide information and general advice to fund members and employees, especially for smaller defined contribution (accumulation) plans. "If those conversations can't happen, that's a lot of people who are going to be knocking on the door of HR [human ...

Retail super bounces back

STAFF WRITER | THURSDAY, 5 MAR 2015

... 150 basis points in favour of NFP funds. Underpinning the super fund performance recovery is that the S&P ASX300 accumulation index over the rolling 12 months to end January bounced up from 5% at end December to 12% at end January just as the rolling ...

Details of new SMSF accreditation revealed

MARK SMITH | TUESDAY, 24 FEB 2015

... trustees', which deals with behavioural finance and cognitive bias; 'Coaching', which is all about SMSF strategies for accumulation and retirement; and for the fourth module students choose one elective from a choice of four occupational options.

FSI proposal to ban LRBAs "draconian"

LAURA MILLAN | THURSDAY, 12 FEB 2015

... retirement. "If implemented, this would be concerning because we think that advice is essential when you transition from accumulation to retirement phase," Anderson said. The FSI recommendation to lift advice professional standards was welcomed by Anderson ...

AMP Capital joins retirement education portal

MARK SMITH | WEDNESDAY, 11 FEB 2015

... provide views on issues related to retirement planning. "While much of the industry focus to date has been on the accumulation phase, there are many issues in the drawdown phase that are important to consider," de Pourbaix continued. "The industry panel ...

PAGE:

Federal Court calls out ASIC for re-running case on appeal

RIDDHIMA TALWANI

The Full Federal Court of Australia has criticised regulators for falling back on appeals to re-litigate cases on a different legal basis than the one run at trial.

Evergreen founder exits Ascalon Capital

KARREN VERGARA

Ascalon Capital has bid farewell to Evergreen Consultants' founder Angela Ashton, shortly after acquiring the consulting firm last year.

Powerhouse Ventures partners with European fund manager

KARREN VERGARA

ASX-listed Powerhouse Ventures has partnered with an unnamed European fund manager that will commit US$50 million to its fledgling Critical Infrastructure Opportunities (CIO) Fund.

KeyInvest unveils new investment platform, awards mandate

MATTHEW WAI

KeyInvest has launched a new investment platform to include a plethora of investment strategies ranging from private credit to global equities.

Videos

Brought to you by

The market has changed. The opportunity hasn't.

Follow the leaders

A guaranteed future

Global economic outlook and the case for local currency emerging market debt: Resilience, risk, and opportunity

Maintaining a fundamental focus in a world obsessed with the short term

SMILE through retirement - tackling the top 5 (Sequencing, Market, Inflation, Longevity, Emotion) retirements risks

Strength amid noise

MORE VIDEOS

Products

'Guide To' Series

Pocket investment guides featuring adviser case studies and a glossary.

MORE INFO

Publisher's Forum

Investing trends and strategies from the industry’s thought leaders.

MORE INFO

Product Showcases

Putting the spotlight on investment products that matter.

MORE INFO

Expert Feed

Christian Mueller-Glissmann

Head of Asset Allocation Research

Goldman Sachs

When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

READ MORE

Tania Milnes

General Manager Membership

Financial Advice Association Australia

Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

READ MORE

Effie Dimitropoulos

Chief executive

AUDD

Digital assets and where they stand in 2026

So far in 2026 digital assets have captured the headlines largely for the wrong reasons, but that doesn't tell the full story.

READ MORE

Jessica Sclafani

Global retirement strategist

T. Rowe Price

Rethinking default design in a changing market environment

The evolution underway in the US DC system highlights the value of periodically reassessing default design assumptions.

READ MORE

Industry Events

MORE INDUSTRY EVENTS

JUL

Advisers Big Day Out - Hobart

Featured Profile

MORE PROFILES

Brian Redican

CHIEF ECONOMIST
NEW SOUTH WALES TREASURY CORPORATION

What makes an economist an economist? TCorp chief economist Brian Redican reflects on over three decades of navigating Australia's economic cycles. Riddhima Talwani writes.

READ MORE