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Showing 661 - 670 of 1635 results for "Recommended"

Fiduciary rule introduced in United States

JAMIE WILLIAMSON  |  TUESDAY, 13 JUN 2017
... standard - a fiduciary rule to curb conflicts of interest in relation to the retirement and life insurance products recommended by advisers and the payments they receive for doing so. The decision to legislate such an obligation comes off the back of ...

Actuaries warn against one size fits all retirement products

JAMIE WILLIAMSON  |  MONDAY, 5 JUN 2017
... also look forward to seeing clarity around how these products will be means tested," Lyon said. The institute also recommended a framework that encourages more people to take up pooled longevity protection products, enabling them to drawdown funds at ...

Distribution reshapes globalisation: Capital Group

DARREN SNYDER  |  THURSDAY, 1 JUN 2017
... acquisitions. The New Perspective Fund received the coveted Morningstar analyst rating of 'Gold' in February and has a 'Recommended' rating from both Lonsec and Zenith Investment Partners. As at 30 December 2016 it has generated an annualised return ...

Manager lists after $3bn merger

ALEX BURKE  |  THURSDAY, 1 JUN 2017
... takeover bids from Pinnacle Investment Management, WHSP and John Bridgeman. While Hunter Hall's independent directors recommended rejecting Pinnacle and WHSP's multiple bids, WHSP now has a significant stake in PCG, having bought 37% of Pengana from ...

Finding quality in small caps

ALEX BURKE  |  WEDNESDAY, 31 MAY 2017
... smaller companies would have a larger equity stake as compared to those of larger companies." Having said this, Activus recommended keeping exposure moderate, given the higher risk inherent to the sector. Complementing this, research from VanEck suggests ...

MLC launches claims processing platform

KARREN VERGARA  |  TUESDAY, 30 MAY 2017
... the tools to provide our customers with a great claims service and provide advisers with confidence where they have recommended MLC Life Insurance to their customers," she said.

Azimut investment play gets Lonsec approval

ALEX BURKE  |  TUESDAY, 23 MAY 2017
... Sestante Australian Small Companies Fund, managed by Azimut subsidiary Sigma Funds Management. In giving the fund a "Recommended" rating, Lonsec highlighted its "experienced small cap team, the impressive industry track records of the individuals involved ...

Perennial micro-cap fund gets Lonsec tick

ALEX BURKE  |  MONDAY, 22 MAY 2017
Lonsec gave Perennial's new micro-cap trust a "Recommended" rating. The Perennial Microcap Opportunities Trust aims to outperform the S&P/ASX Small Ordinaries Accumulation Index after fees over rolling three-year periods by investing in 30 to 70 listed ...

Banks hoping to stall new tax

JAMIE WILLIAMSON  |  TUESDAY, 16 MAY 2017
... through their superannuation. Thus, the levy will impact those who least deserve it," the submission said. The bank recommended that future Budget surplus trigger a review of the levy, resulting in it being abolished. It also proposes that the levy be ...

Super associations unite to warn against 'political panel'

EMMA RAPAPORT  |  MONDAY, 8 MAY 2017
... panel publicly accountable for its decisions. In the draft report published in March, the Productivity Commission recommended a number of changes to the current default fund system and took aim at both industry and retail super funds, describing its ...