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Showing 661 - 670 of 2259 results for Mark Smith

BTFG posts solid result

MARK SMITH  |  MONDAY, 4 MAY 2015
BT Financial Group's 7% rise in earnings growth has boosted Westpac's first half 2015 results. Growing funds under management and under administration by 26% and 17% respectively contributed to the performance of the wealth creation division of the ...

ASIC takes SMSF business to court

MARK SMITH  |  MONDAY, 4 MAY 2015
ASIC has launched legal action against a company which is advertising 'free SMSF setup' online. The regulator wants financial penalties and orders to stop Superannuation Warehouse Australia (SWA) from making the claim on two of its websites: superannuationwarehouse.com.au ...

Legalsuper finds savings in manager reshuffle

MARK SMITH  |  MONDAY, 4 MAY 2015
Industry super fund legalsuper has replaced a number of high profile fund managers in its investment manager line-up. Perennial (cash and enhanced cash), Colonial First State (global credit), Integrity (Australian equities), Platinum (overseas equities) ...

Suspended SIV scheme raised $3bn

MARK SMITH  |  THURSDAY, 30 APR 2015
... immigration division to service SIV holders and smooth their journey through the process. The group's director of wealth management Mark Morcos said that much of the work the government has done to attract high net worth SIV applicants could be undone ...

ASIC bans incompetent adviser

MARK SMITH  |  THURSDAY, 30 APR 2015
ASIC has banned a Sydney-based adviser for three years for failing to keep records. The regulator said Lionsgate Financial Group adviser Atish Prasa, from Westmead, was not adequately trained or competent to provide a financial service. He also broke ...

Negative Chinese news clouding opportunity: Wells Capital

MARK SMITH  |  WEDNESDAY, 29 APR 2015
A focus on dividends and the country's increasing weight in global indices mean Wells Capital emerging markets equity portfolio manager Alison Shimada is relaxed about negative media coverage and investor sentiment in China. Shimada says financial deregulation ...

BetaShares US equity ETF rated

MARK SMITH  |  TUESDAY, 28 APR 2015
The BetaShares FTSE RAFI US 1000 ETF has become the fund provider's seventh vehicle to be awarded a 'Recommended' rating by Lonsec. The fund, which has the ASX code QUS, was launched in January and aims to track the performance of the FTSE RAFI US 1000 ...

No inflation but no growth either: Janus Capital

MARK SMITH  |  MONDAY, 27 APR 2015
The great quantitative easing experiment has escaped the high levels of inflation that many experts predicted it would bring, but it has also failed to bring much growth, says Janus Capital chief investment officer of equities and asset allocation Enrique ...

Lonsec launches modelling tool

MARK SMITH  |  FRIDAY, 24 APR 2015
Lonsec Research has launched a new tool to help advisers model goals and outcomes for individual clients. The 'Goals-Based Analysis (GBA) tool', is backed by actuarial research and allows financial advisers to analyse different investment strategies ...

Appetite for managed funds growing

MARK SMITH  |  WEDNESDAY, 22 APR 2015
Appetite for managed funds is showing signs of increasing with almost half of investors saying they are considering them, according to Investment Trends. The researcher's '2014 Investor Product Needs Report' reveals that 46% of investors are open to ...