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Showing 811 - 820 of 1635 results for "Recommended"

Clients asking planners for margin loans

MARK SMITH  |  TUESDAY, 8 MAR 2016
Almost a third of planners (31%) who recommended a margin loan in 2015 said the loan was instigated by the client, according to new research by Investment Trends, up from 21% in 2014. In its eleventh year, the 2015 Margin Lending Planner Report is an ...

BT multi asset fund gets top Lonsec rating

MARK SMITH  |  TUESDAY, 1 MAR 2016
Lonsec has upgraded the BT Active Balanced Wholesale Fund to 'Highly Recommended' - its highest possible rating. In its latest research report on the fund managed by Martyn Wild, Lonsec said the fund is "considered to be reasonably well resourced and ...

FSC reveals six-point super plan

ALEX BURKE  |  MONDAY, 29 FEB 2016
... enough to allow women and carers in particular to catch up on their savings after breaks from the workforce" (the FSC recommended an additional 3% would "get the majority to self-sufficiency"); "Provide tax concessions which give all Australians... an ...

Productivity Commission should focus on Choice underperformance: AIST

ALEX BURKE  |  FRIDAY, 19 FEB 2016
... Review of superannuation should focus on the underperformance of funds in the Choice sector. Specifically, Garcia recommended that the review should examine Choice fund fees and "opaque disclosure" standards. "We need to recognise that improving super ...

Annuity sales growth drive up Challenger 1H16 profit

ALEX BURKE  |  TUESDAY, 16 FEB 2016
... significant factor in this was annuity sales driven by interest in Comprehensive Income Products for Retirement (CIPRs) as recommended via the Financial System Inquiry. "Following through with legislation will embed retirement income as the foundation ...

J.P. Morgan fund gets Lonsec nod

MARK SMITH  |  FRIDAY, 12 FEB 2016
The J.P. Morgan Global Research Enhanced Index Equity Fund has been awarded a 'Highly Recommended' rating by Lonsec in its first year. In its assessment, Lonsec acknowledged the strength of J.P. Morgan Asset Management's highly regarded research team ...

Henderson reports record inflows

DARREN SNYDER  |  FRIDAY, 12 FEB 2016
... manager 90 West. The asset manager also launched the Henderson Global Equity Income fund, which was recently given a recommended rating by research firm Zenith. Henderson chief executive Andrew Formica said 2015 was another strong year for the group. ...

FSC proposes Budget fixes to boost fin services exports

STAFF WRITER  |  WEDNESDAY, 10 FEB 2016
... growth, jobs and new sources of tax collection as the economy transitions." In its Pre-Budget Submission, the FSC has recommended the Government finish the Johnson Review recommendations that a competitive withholding tax regime be established and there ...

BetaShares Australian share fund gets Lonsec approval

MARK SMITH  |  MONDAY, 1 FEB 2016
The BetaShares Managed Risk Australian Share Fund (ASX: AUST) has been awarded a "Recommended" rating by Lonsec. Launched in November, AUST provides investors with cost-effective exposure to a diversified portfolio of Australian shares, along with the ...

Vanguard notches fourth successive year of record inflows

MARK SMITH  |  TUESDAY, 19 JAN 2016
... Hathaway chairman and chief executive was called Vanguard's best salesman by the company's founder, Jack Bogle, after he recommended a Vanguard fund in a letter to shareholders. "My advice to the trustee couldn't be more simple: Put 10% of the cash in ...