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Showing 6801 - 6810 of 11312 results for "research"

Unmet SMSF advice needs a boon for advisers

ALICE URIBE  |  THURSDAY, 31 JUL 2014
... super funds (SMSFs) have unmet advice needs, representing a huge opportunity for financial advisers, according to new research from Investment Trends. SMSFs who say they have unmet advice needs are prepared to pay up to $2,500 per annum for advice that ...

Lonsec makes portfolio manager changes after review

STAFF WRITER  |  WEDNESDAY, 30 JUL 2014
... balanced allocation between global and Australian equities and an increased allocation to alternative assets. The investment research house also said that it would reduce its total overall total return targets due to lower long term expected return forecasts ...

MetLife refocuses on middle classes with direct distribution

ALEX DUNNIN  |  WEDNESDAY, 30 JUL 2014
... because consumers have shifted their focus from life insurance to retirement products, according to the insurance industry research firm Limra. The change in insurance purchasing is so profound for the insurance sector that MetLife in a June briefing ...

AIA hybrid commission strategy pays off

LAURA MILLAN  |  TUESDAY, 29 JUL 2014
... extra 10% commission on all new policies submitted in the first year, 7.5% in the second year and 5% in the third year. "Research we conducted with advisers highlighted their desire to move to hybrid and level commissions, but also the barriers to doing ...

Lonsec returns PM CAPITAL fund to 'Recommended'

STAFF WRITER  |  TUESDAY, 29 JUL 2014
... Australian fund manager PM CAPITAL's Absolute Performance Fund has received a ratings upgrade to 'Recommended' from investment research house Lonsec. The upgrade follows a ' Recommended' rating from Zenith in late 2013. Lonsec said its ratings upgrade ...

SMSF advisers gear for referrals from accountants

MARK SMITH  |  MONDAY, 28 JUL 2014
... building strong relationships with accounting businesses disinterested in getting licenses to provide SMSF advice. "Our research on this sector tells us that a substantial portion of the accountant market have no intention of obtaining a license to provide ...

Latest Financial Standard issue available on the iPad app

STAFF WRITER  |  MONDAY, 28 JUL 2014
... www.financialstandard.com.au, can also be accessed in the app through the 'Breaking News' section. For investment professionals, the research tables on super funds and managed funds performance data - supplied by Rainmaker Information and publishers ...

Advisers eye opportunity in identity theft protection

LAURA MILLAN  |  FRIDAY, 25 JUL 2014
... add value to the clients' financial affairs, according to a June survey of 203 financial advisers conducted by Beaton Research and Consulting on behalf of Zurich. However, 37% felt that assisting clients with identity theft protection was not part of ...

Legg Mason acquires UK global equity manager

MARK SMITH  |  FRIDAY, 25 JUL 2014
... of US$9.8 billion ($10.4 billion) in assets under management. Forty-six investment professionals oversee a fundamental research-driven investment process to deliver index-relative, unconstrained, absolute return and equity income strategies through both ...

Regulators relaxed about social media: IOSCO

STAFF WRITER  |  FRIDAY, 25 JUL 2014
The International Organsation of Securities Commissions (IOSCO) has just released research into how regulators around the world are permitting the use of social media as part of the advice channel. The survey was conducted during 2013 and focused heavily ...