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Showing 7771 - 7780 of 9822 results for "Advisers"

Leveraged ETF risk laid bare

ALISON BEVEGE  |  MONDAY, 16 MAY 2011
... ETFs at a panel session in Sydney on Friday. Tom Keenan of iShares Australia and Graham Smith of State Street Global Advisers had just finished talking through the strengths of ETFs when Murphy shared the case study with the audience. In 2008, iShares ...

Alpha puts its money where its mouth is

RACHEL DAVIS  |  MONDAY, 16 MAY 2011
Alpha Structured Investments (Alpha) is tackling the big issues - how advisers can address client investment concerns and find the products that will re-ignite their desire to invest. Alpha is holding a half-day seminar, '2011 Tax Effective Investing ...

Advisers not ready for super changes

ALISON BEVEGE  |  FRIDAY, 13 MAY 2011
... world of superannuation was changing from one of accumulations to one of pensions. In his keynote speech, Cooper said advisers were still focused on accumulation, but that focus was likely to shift quite quickly. This year the first baby boomers hit ...

Super problems to short-change retirees

ALISON BEVEGE  |  FRIDAY, 13 MAY 2011
... Bank's target band - it would erode the purchasing power of a retiree's super by a substantial amount over 30 years. "Advisers need to focus on real returns," he said. According to Reserve Bank figures, a $100 basket of groceries in 1980 would cost $365 ...

AUI to draw planners with new property ratings

RACHEL DAVIS  |  FRIDAY, 13 MAY 2011
... "semi-insto funds" to invest in its $380 million Diversified Property Fund according to Pratt, who said that discussions with advisers have been very positive. S&P noted that AUI had clearly articulated its investment strategy, focusing on reducing gearing ...

Industry funds primed for more planning deals

MATT WOODINGTON  |  THURSDAY, 12 MAY 2011
... Collins, chairman, Premium Investors, agrees that the market is in need for more collaboration between industry funds and advisers. "I think more industry funds will have to go down this route. What I'm finding interesting is that the industry funds ...

Advisers launch FOFA attack

ALISON BEVEGE  |  THURSDAY, 12 MAY 2011
... commissions from risk insurance in superannuation funds and the biennial opt-in requirement. The Association of Financial Advisers (AFA) has led the charge by preparing an advice package to instruct planners on how to lobby their local politicians and ...

Bans hit bad planners: ASIC

ALISON BEVEGE  |  THURSDAY, 12 MAY 2011
Three financial advisers and a financial services firm are facing work bans and prosecution after separate ASIC investigations. A former financial adviser who fraudulently withdrew $600,000 from his clients' accounts has pleaded guilty in court to six ...

Budget 2011: Advisers granted budget wish

ALISON BEVEGE  |  WEDNESDAY, 11 MAY 2011
Financial advisers have been granted at least one wish in this year's budget. From July 1 those who breach the concessional contributions cap by up to $10,000 have been given the option to withdraw the excess funds to avoid penalty tax rates. The concession ...

Macquarie top mandate catchers

ALISON BEVEGE  |  WEDNESDAY, 11 MAY 2011
... Mandate Chaser report. Schroders won 14 mandates, beating Wellington which came equal third alongside State Street Global Advisers and BlackRock with 10 new mandates each for the year to December, the study said. Macquarie Group won three mandates in ...