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Showing 781 - 790 of 1360 results for "Advisors"

Robo revolution to benefit human advisers

MARK SMITH  |  TUESDAY, 10 NOV 2015
... advice platforms will empower investors to handle their financial affairs without the assistance of traditional financial advisors," Cerulli director Scott Smith said. "Cerulli believes that while technology innovations will transform how services are ...

AMP adviser, former Shadforth exec join Fortnum

LAURA MILLAN  |  WEDNESDAY, 4 NOV 2015
... that. His son, Matthew Fenning, also joined Fortnum as a principal and adviser at Sydney practice Fortuity Strategic Advisors. Fenning joins from AMP Horizons Financial Planning, where he was a financial adviser. Non-aligned North Sydney practice Shore ...

Future Fund's morphing objective

ALEX DUNNIN  |  WEDNESDAY, 28 OCT 2015
... billion from five other "nation building" funds. It ranks only second in Australian sourced FUM behind State Street Global Advisors which has $140 billion. This subtle expansion of the Future Fund management agency's role has seen it morph its scope ...

Frontier Advisors appoints former Mercer principal

DARREN SNYDER  |  THURSDAY, 15 OCT 2015
Frontier Advisors has attracted a former Mercer principal as a senior consultant amid plans to increase the independent firm's retirement solutions advice. Joining Frontier Advisors and leading its Retirement Solutions Group from 19 October will be ...

Multi-asset funds see huge lift in inflows

MARK SMITH  |  FRIDAY, 2 OCT 2015
... them in the face of FOFA-like reforms, according to global analytics firm Cerulli Associates. The research says more advisors are recommending MA funds, despite previous concerns that asset allocation products were usurping their role. Rule changes following ...

Australian among most influential investment consultants

DARREN SNYDER  |  MONDAY, 28 SEP 2015
For the second year running Frontier Advisors' director of consulting, Fiona Trafford-Walker, has been named among the world's top five "most influential investment consultants". In the annual list compiled by Chief Investment Officer (CIO) Magazine ...

HESTA chair seeks PRI board position

DARREN SNYDER  |  MONDAY, 28 SEP 2015

AMP China Fund changes "too weak": unit holders

LAURA MILLAN  |  FRIDAY, 25 SEP 2015
... Growth Fund (AGF) has labeled AMP Capital's effort to reduce the discount "extremely disappointing and too weak." LIM Advisors is directly contacting other unit holders of the fund as it considers that the manager has "failed to take action to sufficiently ...

Super funds under growing global pressure to divest

LAURA MILLAN  |  THURSDAY, 24 SEP 2015
... back of falling coal prices and the effects of climate change being felt all over the world. A global report by Arabella Advisors quoted by the campaign shows that fossil fuel divestment has grown 50-fold over the last year, with institutions divesting ...

Room to move on super investment fees

DARREN SNYDER  |  MONDAY, 21 SEP 2015
... expense ratio (TER) has dropped 40%. And there is more room to move on superannuation fund investment fees. Frontier Advisors director of consulting Fiona Trafford-Walker told the AIST investment conference that super funds were already taking charge ...