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Showing 7671 - 7680 of 15800 results for "TER"

Uncertain environment fuelling risky investment

JAMIE WILLIAMSON  |  MONDAY, 7 NOV 2016
The prospect of a Donald Trump victory and the continuance of historically low interest rates by the RBA are placing increased pressure on self-funded retirees and increasing opportunity risk, says Australian Unity. Head of Australian Unity David Bryant ...

Clinton or Trump or bust?

BENJAMIN ONG  |  MONDAY, 7 NOV 2016
If you've placed a bet on last week's Melbourne Cup - and lost - poor you. But while "the race that stops a nation" has come and gone, we're only a few sleeps away from the race that could stop the world. Clinton and Trump's race for the White House ...

Managed accounts boost income by 77%: case study

JAMIE WILLIAMSON  |  FRIDAY, 4 NOV 2016
A recent case study from Mason Stevens shows a way financial advisers can use managed accounts to improve a client's retirement income. The case study uses the example of a pre-retiree couple with a combined superannuation balance of $1 million invested ...

ANZ wealth sale marks end of an advice era

ALEX BURKE  |  FRIDAY, 4 NOV 2016
ANZ's potential sale of its wealth business will send ripples through the succession plans of many advice businesses now that banks can no longer be considered a "buyer of last resort." During a media briefing discussing the bank's full-year results ...

Grant Samuel sells 80pct stake in GSFM

DARREN SNYDER  |  FRIDAY, 4 NOV 2016
Canadian wealth management firm CI Financial has purchased an 80% stake in Grant Samuel Funds Management. The deal is expected to close later this month with CI acquiring the stake previously held by the corporate advisory firm Grant Samuel, which established ...

Boutique advice firm joins Fortnum

KERRIE SYDEE  |  FRIDAY, 4 NOV 2016
A former AMP aligned advisory firm has joined non-institutionally owned licensee Fortnum Financial Advisers. Cardena Private Wealth, previously Arrive Wealth Management Sydney, has joined Fortnum as the firm positions itself to continue delivering professional ...

ETFs to reach $6 trillion by 2020

DARREN SNYDER  |  FRIDAY, 4 NOV 2016
Retail investment is continuing to dominate the Australian ETF market and the sector is expected to gain further traction among high net worth and mass affluent investors. This is one of the key takeaways from the fourth annual EY global ETF survey ...

VicSuper appoints new CIO

ALEX BURKE  |  FRIDAY, 4 NOV 2016
VicSuper has appointed a new chief investment officer. Before joining the $17 billion super fund, Andrew Howard was chief investment officer at Pacific Current Group (formerly Treasury Group). Prior to that he was chief investment officer Asia-Pacific ...

Trump and Brexit comes back to haunt

BENJAMIN ONG  |  FRIDAY, 4 NOV 2016
Just when we thought Halloween was over, things are still going bump day and night. Things like the VIX - "fear" - index. It bumped up to a reading of 22.1 overnight, just six points shorts of this year's high of 28.1 reached on the 11th of February. ...

Cromwell introduces Euro property fund

JAMIE WILLIAMSON  |  THURSDAY, 3 NOV 2016
Cromwell Property Group is launching the Cromwell European Cities Income Fund. The fund, which received €205 million in seed capital from Denmark's largest privately owned life insurance company PFA Pension, is a long-term, open-ended core fund with ...