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Showing 781 - 790 of 2047 results for "CRA"

Decumulation will drive investment focus shift: AXA IM

EMMA RAPAPORT  |  TUESDAY, 20 JUN 2017
Institutional investors are shifting investment strategies in search of income generation and inflation protection over the long term in response to the advent of the superannuation decumulation phase, AXA Investment Managers believes. According to ...

Currency and managing volatility: New Financial Standard spot poll

DARREN SNYDER  |  MONDAY, 19 JUN 2017
An overwhelming majority of respondents to the Financial Standard weekly poll are in support of the banks' crackdown on employee background checks. Last week the publication asked about the crackdown and 80% of respondents voted in favour of the move. ...

Advisers preparing ahead of professional standards: Spot poll

DARREN SNYDER  |  TUESDAY, 13 JUN 2017
Sixty per cent of financial advisers are already taking some course of action to address the incoming professional standards legislation in 2019. Last week the Financial Standard weekly readership survey asked 'As a financial adviser, what are you doing ...

Fund manager sells all shares ahead of crash

ALEX BURKE  |  TUESDAY, 30 MAY 2017
A veteran fund manager is liquidating all unit trust assets and handing back mandates due to a "clear and present danger" in property and equity markets. Altair Asset Management chair and chief investment officer Philip Parker explained he had sold ...

ASIC cancels AFSL, bans former executives and fund managers

JAMIE WILLIAMSON  |  TUESDAY, 30 MAY 2017
The AFSL of an international foreign exchange brokerage service provider was cancelled by ASIC for non-compliance. The Australian arm of Gallop International was found to have repeatedly failed to comply with the conditions of its licence and its obligations ...

Funds management veteran retires

ALEX BURKE  |  MONDAY, 29 MAY 2017
The founder of Sirius Fund Management is retiring from the investment management industry after 34 years. Kieran Kelly became acquainted with the industry as an investment journalist at the AFR in 1979. He then took on an internship at Provident National ...

Fees at the innovation frontline

ALEX BURKE  |  MONDAY, 29 MAY 2017
After a round of fee cuts at Vanguard, Platinum Asset Management and K2 Asset Management, it's clear headline fees are currently front-and-centre in funds management - and research argues there may be different ways to tackle the issue. The latest paper ...

AMP continues goals-based advice focus

DARREN SNYDER  |  THURSDAY, 25 MAY 2017
AMP chief executive Craig Meller has reaffirmed the company's application to goals-based advice as part of the wider strategy to operate a higher-growth, less capital-intensive wealth business. Speaking at an investor strategy day in Sydney, Meller ...

Super funds adopting insurers' investment strategies

KARREN VERGARA  |  TUESDAY, 23 MAY 2017
Superannuation funds are at risk of losing up to $800 billion during retirement phase over the next five years if they rely on benchmark-outperforming strategies proven to be successful only during accumulation phase. AXA Investment Managers director ...

New national manager for IOOF Alliances

JAMIE WILLIAMSON  |  TUESDAY, 23 MAY 2017
A former senior manager at Zurich and SuiteBox Solutions is now the national manager of IOOF's Alliances business. Most recently the regional sales manager Asia Pacific for SuiteBox, Andy Marshall is now tasked with leading and growing the IOOF Alliances ...