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Showing 711 - 720 of 1613 results for "Recommended"

ASIC bans Brisbane life adviser

KERRIE SYDEE  |  FRIDAY, 4 NOV 2016
... enquiries into clients' relevant objectives, financial situation and needs Determine if the amounts of insurance cover he recommended were appropriate, if the premiums were affordable and if payment could be maintained by clients Conduct reasonable investigation ...

Advisers unsure on super contributions

JAMIE WILLIAMSON  |  FRIDAY, 4 NOV 2016
... contribute to super this financial year as its still "business as usual" in regards to contribution rules. He also recommended advisers get ahead of the game and start discussing future changes with clients now. "Early engagement with clients about what ...

New IOOF funds receive 'recommended' rating

DARREN SNYDER  |  THURSDAY, 3 NOV 2016
The new MultiSeries funds launched by IOOF this week have each received a 'Recommended' rating from Lonsec. The researcher said that the IOOF MultiSeries 30, IOOF MultiSeries 50, IOOF MultiSeries 70 and IOOF MultiSeries 90 funds are all managed by a ...

Principal fund receives strong ratings

JAMIE WILLIAMSON  |  THURSDAY, 3 NOV 2016
... Global Credit Opportunities Fund has received ratings from both Lonsec and SQM Research. The fund has been labeled 'Recommended' by Lonsec for the third consecutive review, while it has maintained a 'Superior' rating from SQM for consistently outperforming ...

Morningstar multi-asset funds recommended

KERRIE SYDEE  |  TUESDAY, 1 NOV 2016
Morningstar Investment Management's suite of multi-asset real return funds have received a 'Recommended' rating from Zenith Investment Partners. The real return funds are objective based multi-asset offerings that invest across a wide range of asset ...

Macquarie Wrap adds global equity fund

ALEX BURKE  |  THURSDAY, 27 OCT 2016
... described as "attractive income and capital growth potential." It has been rated as "Investment Grade" by Lonsec and "Recommended" by Zenith.

ETF market capitalisation continues to grow

KERRIE SYDEE  |  TUESDAY, 25 OCT 2016
... alternative for many cannot be ignored." From an initial universe of 145 ETFs (as at 31 August 2016): 3 were rated "Highly Recommended" 30 were rated "Recommended" 16 were rated "Approved" 1 was placed on "Redeem" 94 were not rated

VanEck ETFs receive Zenith rating

JAMIE WILLIAMSON  |  FRIDAY, 21 OCT 2016
Two VanEck smart beta ETFs have received a 'Recommended' rating from Zenith. The VanEck Vectors Australian Equal Weight ETF and the VanEck Vectors MSCI World ex Australia Quality ETF were awarded the rating in what VanEck Australia managing director ...

Tobacco and super funds must split

JAMIE WILLIAMSON  |  THURSDAY, 20 OCT 2016
... according to environmental impact, social consequences and governance. Since its inception the fund, which has a 'Recommended' rating from Lonsec, has achieved a yearly return of 4.48% and was recently awarded the 2016 Lonsec Innovation Award. It has ...

MLC portfolios receive Highly Recommended rating

DARREN SNYDER  |  WEDNESDAY, 19 OCT 2016
The MLC Inflation Plus portfolios recently received its highest rating, a Highly Recommended from research house Zenith Investment Partners. MLC chief investment officer, Jonathan Armitage, said: "We're extremely proud to have been recognised by Zenith ...