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Showing 831 - 840 of 3426 results for "SMI"

SMSFs sell-down ASX favourites for global stocks

MARK SMITH  |  MONDAY, 15 FEB 2016
SMSF trustees are reducing their exposure to the largest Australian companies and increasing investments in international equities through managed funds, according to the latest Multiport SMSF Investment Patterns Survey. In the December 2015 quarter ...

Men more confident than women in managing SMSFs

MARK SMITH  |  MONDAY, 15 FEB 2016
Although women account for 47% of SMSF trustees, they are less confident than men in managing their fund (83% to 62%), according to new research report produced by Commonwealth Bank and the SMSF Association. Released ahead of the SMSF Association's ...

IRESS creates new senior product role

MARK SMITH  |  MONDAY, 15 FEB 2016
IRESS has promoted one of its own product specialists to its new product executive, wealth management role. Jacqui Lennon will be responsible for IRESS' wealth management product strategy in Australia and internationally. Lennon joined IRESS in July ...

Industry bodies clash over pension proposal

MARK SMITH  |  MONDAY, 15 FEB 2016
The Combined Pensioners and Superannuants Association (CPSA) has branded "offensive" an Australian Chamber of Commerce and Industry (ACCI) proposal to turn the Age Pension into a loan recoverable against the family home. In a pre-Budget submission the ...

AIA revamps digital strategy

MARK SMITH  |  MONDAY, 15 FEB 2016
AIA Australia hopes to change the way people engage with life insurance by personalising products and focusing on storytelling. Following an extensive review of the company's digital presence by global design and strategy firm Frog, AIA Australia plans ...

Actuaries Institute asks for FSI to be implemented

MARK SMITH  |  MONDAY, 15 FEB 2016
The Actuaries Institute has called for the government to quickly implement policy proposals that will encourage innovation in retirement income stream products in its pre-Budget submission. The institute restated the proposals it made to the Financial ...

$1m does not make you rich, Australians say

MARK SMITH  |  MONDAY, 15 FEB 2016
A fifth of those with a household income of $200,000 are living pay-cheque to pay-cheque and having $1 million does not make you rich. Those were two of the many striking perceptions to come out of a new survey from MLC aimed at providing advisers and ...

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 ...

Even the wealthy are turning to robo-advice

MARK SMITH  |  FRIDAY, 12 FEB 2016
Millennials and small investors are not the only ones taking up robo-advice; wealthy clients are also turning to the new technology in their droves. That's according to the managing director of Accenture Wealth Management in the US, Kendra Thompson. ...

Survey reveals super fund strategic priorities

MARK SMITH  |  FRIDAY, 12 FEB 2016
Post retirement products, member engagement and digital strategy remain top of superannuation funds' three-year strategic plans but new concerns are also being brought to the boardroom, according to a joint survey of fund chief executives by ASFA and ...