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Showing 6041 - 6050 of 9822 results for "Advisers"

Pimco Australia wealth management head to step down

MARK SMITH  |  THURSDAY, 30 OCT 2014
... privilege to work with one of the world's great fund management companies, and with so many successful independent financial advisers over the past eight years. It's been a great relationship for all parties," Dorrian said. "When I first took the role ...

BetaShares' UMAX receives recommended rating

JAMES FERNYHOUGH  |  THURSDAY, 30 OCT 2014
... investors exposure to US equities along with the potential for higher yield, a combination that is of growing interest among advisers and investors," Vynokur said. "It's great to see independent recognition of the UMAX strategy through a Lonsec rating," ...

Family trusts overlooked amid SMSF boom

MARK SMITH  |  TUESDAY, 28 OCT 2014
Financial advisers are overlooking a huge range of benefits that family trusts have over self-managed super funds for their high net worth clients, according to HLB Mann Judd Sydney head of wealth management Michael Hutton. Hutton said that despite ...

Cormann to welcome cyclist advisers at FPA conference

LAURA MILLAN  |  TUESDAY, 28 OCT 2014
Financial planners who pedal for 1,050 km -from Melbourne to Adelaide via the Great Ocean Road- will be greeted at their arrival by the financial planning community and by guest of honour, Senator Mathias Cormann. Cyclists will complete a seven-day ...

Franklin Templeton beefs up fixed income team

MARK SMITH  |  TUESDAY, 28 OCT 2014
... Australian fixed income team.A Prior to joining Franklin Templeton, Rout was an investment analyst at JANA Investment Advisers where he was involved in macroeconomic and asset allocation research for JANA's implemented consulting business and external ...

Government clarifies adviser register funding

LAURA MILLAN  |  MONDAY, 27 OCT 2014
The government's public register of financial advisers will raise $5 million over the next four years by increasing the Australian Financial Services (AFS) licensee annual lodgement fee with the Australian Securities and Investments Commission (ASIC). ...

Active management under threat from smart ETFs

MARK SMITH  |  MONDAY, 27 OCT 2014
... light of the growth in advanced beta products. "Smart beta opens up new things you can do," said Blitzer. "In the US advisers are increasingly using ETFs to build portfolios." Blitzer has overall responsibility for index security selection, as well as ...

Instos too slow to make investment decisions

MARK SMITH  |  MONDAY, 27 OCT 2014
... reallocated, this is more likely to be initiated by internal investment teams (44%) compared to third-party investment advisers (19%). Fasso added: "The majority (41%) of those surveyed said that it would take their schemes three to four months to decide ...

Arthur's back. Wait, no he's not

COLIN BRINSDEN, AAP ECONOMICS CORRESPONDENT  |  FRIDAY, 24 OCT 2014
... Senate economics committee calling for a royal commission into the Commonwealth Bank of Australia after its financial advisers led to the loss of savings of 1100 clients. Senator Cormann said there had been several inquiries into these events and CBA's ...

Funding for the government's adviser register unclear

LAURA MILLAN  |  FRIDAY, 24 OCT 2014
How the public register of financial advisers will be funded remains unclear, with the government saying that the money will come via a $5 hike in the annual lodgement fee for Australian Financial Services (AFS) licensees. A statement from Minister ...