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Showing 711 - 720 of 1190 results for "NAV"

NEOS continues growth trajectory

KARREN VERGARA  |  TUESDAY, 27 NOV 2018
Since launching in mid-2018, life insurance start-up NEOS Life is making strides with the launch of a new product and expedited its underwriting decision times. NEOS managing director Brett Yardley said that most underwriting decisions finalised in ...

Knowledge, action gap puts SMSF savings at risk: Research

JAMIE WILLIAMSON  |  MONDAY, 19 NOV 2018
About 50% of all SMSFs have more than half of their portfolio invested in one asset class, despite more than 80% recognising the importance of diversification. New research from the SMSF Association and Investment Trends shows 47% of SMSFs allocated ...

New degree tackles adviser education standards

KARREN VERGARA  |  FRIDAY, 16 NOV 2018
UTS Business School is introducing a new postgraduate financial planning course in 2019 to meet increased adviser demand resulting from FASEA's education standards. The Master of Financial Planning will be suitable to new entrants to the industry ...

Special Report: Hitting new ETF goals

KARREN VERGARA  |  FRIDAY, 16 NOV 2018
... of investors who trade ETF units on an exchange, as well as keep the ETF market share price consistent with the funds' NAV. Research shows bond ETFs on average trade four to five times more frequently than the underlying bond market, he notes. Perhaps ...

When aged care advice takes an emotional toll

KARREN VERGARA  |  TUESDAY, 13 NOV 2018
The emotionally taxing nature of aged care advice should be embraced with empathy. This was a key takeaway at yesterday's Financial Standard Best Practice Retirement Income Forum. After experiencing the highs and lows of transitioning her father ...

Advice group continues education standards preparation

DARREN SNYDER  |  WEDNESDAY, 31 OCT 2018
A financial advice dealer group has awarded its latest education scholarships aimed to help its advisers navigate upcoming education standards for the industry. Elders Financial Planning awarded a 16 education scholarships at their national conference ...

New Pinnacle affiliate to manage Blue Sky LIC

KANIKA SOOD  |  THURSDAY, 18 OCT 2018
... franked to the maximum extent possible. Alterum will charge a management fee of 1% p.a. (excluding GST) of the portfolio's NAV, and a performance fee of 7.5% of the fund's outperformance over a 8% p.a. fixed benchmark. In July, Pinnacle agreed ...

MetLife scores group insurance mandate

KARREN VERGARA  |  TUESDAY, 9 OCT 2018
MetLife has won a group insurance mandate from an $8.8 billion superannuation fund. Tasplan appointed MetLife to deliver insurance offerings to its 145,000 members, replacing incumbent group insurer CommInsure. Tasplan chief operations officer Nick ...

Zurich launches new adviser portal

KANIKA SOOD  |  FRIDAY, 5 OCT 2018
Zurich is phasing out its desktop quoting software ZXpress and ZLife platform to make way for a more efficient online portal for advisers. The Zurich Adviser Portal gives advisers a single login to access underwriting quotes, track client application ...

The joys of an independent board

KANIKA SOOD  |  WEDNESDAY, 3 OCT 2018
... management fee by 0.05% for investments above the sterling 250 million of net assets value. Taming the discount/premium to NAV Apart from better fee structures, boards can help curb the discount or premium at which a listed investment company trades ...