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Showing 41 - 50 of 100+ results for Elise Burgess

Super scale requires immediate action

ELISE BURGESS  |  TUESDAY, 3 APR 2012
Super funds must act on scale now if they are to perform well under the Stronger Super reforms, according to a retirement head at Mercer, with forward projections a necessary outcome. Under the Stronger Super reforms, super trustees will have to determine ...

Platform FUM plummets by $16.5bn

ELISE BURGESS  |  MONDAY, 2 APR 2012
Platform funds under management nosedived $16.5bn over the year to December 2011, under pressure from volatile markets. The overall Masterfund market now sits at $411.3bn according to new data from Plan For Life, which was broken down into wraps, platforms ...

BNP Paribas new Aust CEO

ELISE BURGESS  |  MONDAY, 2 APR 2012
BNP Paribas Investment Partners Australia current co-head of institutional business development, David Grybas, is the new chief executive, replacing Robert Harrison who will move to a North American role. Harrison, the current BNP Paribas Investment ...

ESG RA Awards celebrate industry achievers

ELISE BURGESS  |  MONDAY, 2 APR 2012
Macquarie Securities and Citi took out the top awards at the third annual ESG Research Australia Awards, presented in Melbourne. Celebrating the field of ESG-inclusive research conducted by stock-brokers in Australian equities, 24 research papers were ...

Sunsuper simplifies transition to retirement

ELISE BURGESS  |  MONDAY, 2 APR 2012
Industry super fund Sunsuper has launched a new product designed for people approaching retirement, to use throughout their entire retirement phase in a bid to build Sunsuper's pension business. Launched this week, Sunsuper for life will manage a member's ...

More wealth beyond resources

ELISE BURGESS  |  FRIDAY, 30 MAR 2012
Investors who rely on natural efficiency improvements to protect their resources portfolio may lose out, according to one UK fund manager. Once seen as 'nice to have', environmental resources are now viewed as limiting factors on economic growth in ...

IOOF cuts DKN platform fees

ELISE BURGESS  |  FRIDAY, 30 MAR 2012
IOOF Holdings will re-price DKN's platform badge of BT Wrap, lowering its fees six months after it completed its purchase of the dealer group. Effective from May 1 this year, DKN Financial Group existing and new clients will pay lower fees on the platform ...

Prime Value adds portfolio manager

ELISE BURGESS  |  THURSDAY, 29 MAR 2012
Prime Value Asset Management has added a third senior portfolio manager to its ranks, joining its co-chief investment officers. Shih Thin Wong is joining the boutique Australian equities manager with established team Han Lee and Leanne Pan, Prime Value's ...

Pre-retiree client strategies fall short: survey

ELISE BURGESS  |  THURSDAY, 29 MAR 2012
Only two-thirds of pre-retiree adviser clients are on track to meet their retirement goals, according to a survey of over 1,000 financial planners. The Investment Trends December 2011 Retirement Planner Report surveyed 1,027 financial planners in December ...

ASX appoints Gonski replacement

ELISE BURGESS  |  THURSDAY, 29 MAR 2012
Roderic Holliday-Smith will succeed David Gonski as chairman of directors on the ASX Board as Gonski departs for the Future Fund. Gonski resigned as chair of the ASX Group on March 14 to replace former CBA boss David Murray as the new chair of the Future ...