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Showing 61 - 70 of 91 results for "SAA"

Direct life insurance review underway: ASIC

KARREN VERGARA  |  FRIDAY, 28 JUL 2017
A major review investigating why some consumers are worse off from purchasing life insurance via direct channels is underway. ASIC senior executive leader and regional commissioner, Michael Saadat, told the FSC Leaders Summit this week that the corporate ...

Wealth management firm expands

EMMA RAPAPORT  |  THURSDAY, 13 APR 2017
Wealth management firm Morgans Financial is expanding its presence in Queensland region of Stanthorpe. The firm, which has more than 60 offices nationwide, will service clients in the local government area of almost 36,000. Morgans Financial director ...

GBST closes international Composer deal

JAMIE WILLIAMSON  |  MONDAY, 5 SEP 2016
Financial technology provider GBST has secured a five-year contract to support an international client via its GBST Composer platform. The partnership will see GBST assisting an unnamed South African-owned retail investment business in boosting its ...

DNR Capital fund scores 'Recommended' rating

KERRIE SYDEE  |  MONDAY, 15 AUG 2016
Zenith has awarded the DNR Capital High Conviction Australian Equities Fund a 'Recommended' rating, twelve months after the fund was launched. The fund is based on the DNR Capital Australian Equities High Conviction strategy that was previously only ...

BetaShares launches model portfolio service for advisers

MARK SMITH  |  MONDAY, 6 JUN 2016
... financial adviser clients. The service comprises a modular set of solutions. The first module is a strategic asset allocation (SAA) based on forward-looking expected return and risk for each major asset class optimised in accordance with APRA's standard ...

Economic Wrap

BENJAMIN ONG  |  TUESDAY, 22 MAR 2016
US existing home sales The National Association of Realtors reported that total sales of previously owned houses dropped by 7.1% to a seasonally adjusted annual rate of 5.08 million units in February - more than double consensus expectations for a 3.0% ...

Embrace change to stay relevant

ALEX BURKE  |  FRIDAY, 30 OCT 2015
No advice business is too big to fail if it doesn't adapt to changes in consumer behaviour, according to author and social researcher Michael McQueen. Speaking at the Association of Financial Advisers National Adviser Conference in Cairns this week ...

Stella Network ramps up support for women in financial planning

MICHELLE BALTAZAR  |  FRIDAY, 13 FEB 2015
A networking group set up to support women in financial planning celebrated its one-year birthday this week with a string of good news for its members and supporters. On Wednesday night, the legendary Joan Sutherland Studio of the Opera Australia in ...

Bravura promotes exec to CIO role

MARK SMITH  |  TUESDAY, 12 AUG 2014
Bravura Solutions has promoted head of IT and hosting services Terry McCann to the role of chief information officer (CIO) with a global remit. The company said the move follows increased interest in its managed service offering from across the Asia ...

Lonsec makes portfolio manager changes after review

STAFF WRITER  |  WEDNESDAY, 30 JUL 2014
Following a strategic asset allocation (SAA) and model portfolio review, Lonsec 's Core Model Portfolios will now have a more balanced allocation between global and Australian equities and an increased allocation to alternative assets. The investment ...