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Showing 7851 - 7860 of 19594 results for "RIS"

Suitability: more than risk profiling

JAMIE WILLIAMSON  |  WEDNESDAY, 23 AUG 2017
Financial advisers relying solely on psychometric risk tolerance assessments when determining suitable investments for clients must think again, according to risk profiling specialists Oxford Risk. While risk tolerance tools are a great first step ...

JPMAM wins global equities mandate

ALEX BURKE  |  WEDNESDAY, 23 AUG 2017
J.P. Morgan Asset Management (JPMAM) has won a substantial global equities mandate from a New Zealand wealth management firm. Describing the mandate from Gareth Morgan Investments as one of the largest separate accounts within the group's Global Research ...

Infocus subsidiary adds to multi-manager suite

ALEX BURKE  |  WEDNESDAY, 23 AUG 2017
A subsidiary of Infocus Wealth Management expanded its multi-manager suite through an investment in an ESG-aligned Australian equities fund. Alpha Fund Managers, which also recently partnered with Investors Mutual and Folkestone, invested in Australian ...

Fixed income manager opens Australian office

DARREN SNYDER  |  TUESDAY, 22 AUG 2017
A European fixed income and active management specialist has opened an Australian office. BlueBay Asset Management appointed Ciaran McAssey to head its new Melbourne office. He has worked at the firm for more than five years and is currently head of ...

Financial lifestyle coaching: The future of advice

JAMIE WILLIAMSON  |  TUESDAY, 22 AUG 2017
Financial adviser roles as we know them will cease to exist in coming years as the push towards financial lifestyle coaching rises. A recent adviser 'think tank' hosted by Zurich - comprising four advisers, BT Financial Group head of licensee development ...

Advice demand lags behind SMSF growth

EMMA RAPAPORT  |  MONDAY, 21 AUG 2017
The number of self-managed superannuation funds with unmet financial advice needs is at record highs, and yet this is not translating to greater use of financial advice, with trustees citing difficulty in finding advisers who can meet their needs. Research ...

MyState advice arm grows

JAMIE WILLIAMSON  |  FRIDAY, 18 AUG 2017
The performance of its wealth management division proved to be one of the highlights for MyState last financial year. The Tasmanian financial group's wealth management arm increased its funds under management at the fastest rate in many years, up 8% ...

The negatives in the positive jobs report

BENJAMIN ONG  |  FRIDAY, 18 AUG 2017
If you've been hopin' and wishin' and prayin' that someday soon you'll be getting a fat pay rise, hope and wish and pray some more. While the headline seasonally adjusted numbers of the Australian Bureau of Statistics' (ABS) Labour Force report were ...

Housing affordability depresses confidence: Westpac

EMMA RAPAPORT  |  THURSDAY, 17 AUG 2017
Aspiring first home buyers remain fearful of their financial futures with new research showing the housing affordability crisis is impacting financial confidence. The survey, commissioned by Westpac, found the majority of first home buyers are not feeling ...

ASX flags imminent blockchain transition

KARREN VERGARA  |  THURSDAY, 17 AUG 2017
The ASX decision to replace its exchange settlement system in place of distributed ledger technology (DLT) or blockchain could come as soon as December. ASX chief executive Dominic Stevens said the exchange has undertaken initiatives and industry-wide ...