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Showing 6811 - 6820 of 18271 results for "Plan"

BTIM builds out multi-asset team

ALEX BURKE  |  THURSDAY, 16 MAR 2017
BT Investment Management is launching a new US-based multi-asset investment strategy and appointing a former managing director at JANA Partners to head it up. Giorgio Caputo will join BTIM subsidiary J O Hambro Capital Management (JOHCM) in April, and ...

Findex assigns Aussie equities mandate

JAMIE WILLIAMSON  |  THURSDAY, 16 MAR 2017
Findex has awarded the mandate for its managed discretionary Australian core equity portfolios to an active equities manager. Following a rigorous review program by the Findex investment team, Altair Asset Management secured the contract, having first ...

Access to super for housing is still bad policy

EMMA RAPAPORT  |  WEDNESDAY, 15 MAR 2017
... In a statement released yesterday, shadow treasurer Chris Bowen echoed the industry's calls adding that the government's plan was to let "a thousand stupid thought bubbles bloom." "Early access to superannuation for a home deposit would undermine retirement ...

Gen Y prefers liquid investments: KPMG

JAMIE WILLIAMSON  |  WEDNESDAY, 15 MAR 2017
Generation Y professionals favour short-term investments with only 12% investing in products such as managed funds and ETFs. This is a key finding of KPMG's Banking on the Future 2017 report which shows Gen Y prefers liquid investments that can easily ...

UniSuper redefines comfortable retirement

EMMA RAPAPORT  |  TUESDAY, 14 MAR 2017
... is not the most effective way to achieve optimal retirement outcomes. The industry fund, while remaining supportive of the plan to enshrine the objective of superannuation in legislation, has backed calls for the inclusion of an adequacy measure to help ...

Estate agents to become RG146 certified

JAMIE WILLIAMSON  |  TUESDAY, 14 MAR 2017
Real estate agents who provide financial advice around property investment can now undertake a new training course as part of a wider strategy to professionalise the industry. The new RG146 Advice in Real Estate Course has been made available through ...

Liftoff imminent at Spaceship

EMMA RAPAPORT  |  TUESDAY, 14 MAR 2017
... scene in July last year, Spaceship pitched a different portfolio offering. Issued through the Tidswell Master Superannuation Plan, Spaceship whose promoter is a corporate authorised representative of Grosvenor Pirie Management, will offer members with ...

Doubting the benefit

BENJAMIN ONG  |  TUESDAY, 14 MAR 2017
Lost in the current expectations du jour - inevitable Fed rate hike on the 15th of March (and how many more thereafter) and US president Trump's reflationary policies (would they be passed in full, scaled down, or abandoned) are recent developments ...

NAB pushes planning career path

JAMIE WILLIAMSON  |  MONDAY, 13 MAR 2017
NAB Financial Planning will support the future of Australia's financial planning industry through a new university scholarship program and a commitment to academic research funding. Four Australian universities will participate in the NAB Future Planners ...

SUPERCentral launches estate planning course

EMMA RAPAPORT  |  MONDAY, 13 MAR 2017
Wealth management services provider SUPERCentral is launching an estate planning course for financial advisers. The scenario-based course, Real Life Estate Plans, aims to provide advisers with the tools to meet clients' needs in estate planning as Australia ...