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Showing 8201 - 8210 of 18273 results for "Plan"

Investors plan to up active allocation

MARK SMITH  |  TUESDAY, 14 APR 2015
Australian investors want to increase their allocation to active management over the next 12 months, according to a new survey from Franklin Templeton Investments. The global fund manager asked more than 100 attendees at its recent Asia Pacific Investor ...

AB managing director joins Dimensional

MARK SMITH  |  TUESDAY, 14 APR 2015
AB's managing director of institutional marketing and former country head Ross Kent has joined Dimensional Fund Advisors after more than a decade with the global asset manager. He joins the fund manager and research house as a regional director in Sydney ...

NAB searching for Godfrey Pembroke GM replacement

LAURA MILLAN  |  MONDAY, 13 APR 2015
National Australia Bank (NAB) is currently conducting a recruitment process to replace Godfrey Pembroke's general manager, following the departure of Sean Allen. In the meantime, the dealer group has appointed strategic growth manager Shane Canton as ...

Infocus to provide advice to First Super members

LAURA MILLAN  |  MONDAY, 13 APR 2015
Industry Fund Services (IFS) and dealer group Infocus Wealth Management will provide full financial advice services to First Super members. Under the arrangement, Infocus' financial advisers based in Adelaide will travel to locations around South Australia ...

Advisers turning to annuities for longevity risk

ALEX BURKE  |  MONDAY, 13 APR 2015
An increasing number of financial advisers are recommending annuities to address growing concerns about longevity risk, according to Investment Trends' December 2014 Retirement Planner Report. The report, based on a survey of 617 financial advisers ...

Blue Sky to raise $20m for alternatives fund

STAFF WRITER  |  MONDAY, 13 APR 2015
Blue Sky Alternatives Access Fund is seeking to raise up to $20 million through a one for three non-renounceable entitlement issue of new ordinary shares. The Blue Sky Alternatives Access Fund (BSAAF) is Australia's only listed diversified alternatives ...

Adviser wins Masters course

DARREN SNYDER  |  MONDAY, 13 APR 2015
A willingness to identify who would make good financial advisers and business leaders, alongside other industry desires, saw Anne-Marie Humphries awarded a Masters in Financial Planning course recently. Humphries, of Huon Financial Planning, won the ...

Managed account FUM exceeds $13bn

MARK SMITH  |  FRIDAY, 10 APR 2015
The total funds held in managed account services now exceed $13 billion, according to the Institute of Managed Account Providers (IMAP), which has published a report on the findings. "As part of the material for the Dealer Roundtable we held this week ...

Go-it-alone investment culture taking hold in Europe

MARK SMITH  |  THURSDAY, 9 APR 2015
Direct-to-consumer retail distribution via platforms is on the rise in the UK and the rest of Europe looks set to follow, according to new research by global analytics firm Cerulli. In the United Kingdom the low-margin business of fund distribution ...

We don't need financial advice: Gen Y

DARREN SNYDER  |  THURSDAY, 9 APR 2015
More than 80% of university educated, well paid Generation Y professionals don't think they need financial advice according to a recent study by KPMG. The study, which sought the views of more than 1,400 Australian KPMG employees between 18 and 30-years-old ...