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Showing 841 - 850 of 1707 results for "Asset allocation"

Ignition Wealth launches goals-based investing

EMMA RAPAPORT  |  WEDNESDAY, 15 FEB 2017
... financial backing from planning pioneer Barry Lambert last year, has appointed SiResearch to provide adaptive asset allocation built around goals which have a specific objective and timeframe. Using portfolios created by SiResearch, Ignition Wealth will ...

ANZ appoints wealth CIO

JAMIE WILLIAMSON  |  MONDAY, 13 FEB 2017
... chief investment officer for its Wealth Australia division. Mark Rider, currently head of investment strategy and asset allocation, will step into the role as of 10 March 2017. Rider succeeds Stewart Brentnall who ANZ confirmed is leaving the group to ...

Bonds aiding not-for-profit investors

JAMIE WILLIAMSON  |  FRIDAY, 10 FEB 2017
... they don't increase risk and usually generate one to 2% higher returns than term deposits. "When considering asset allocation, the middle ground between lending money to a bank as a depositor (term deposits) and becoming a part owner of a company as ...

Australian Unity partners for managed account solution

JAMIE WILLIAMSON  |  THURSDAY, 9 FEB 2017
... portfolios having absolute return objectives to exceed inflation by a risk premia, the use of a risk focused dynamic asset allocation and the use of a combination of both active and passive managed funds," Mitchell said. Netwealth joint managing director ...

Whitehelm drives Prime Super outperformance

ALEX BURKE  |  MONDAY, 6 FEB 2017
... advantage of opportunities as they present themselves. The restructuring of the portfolio and the changed approach to asset allocation has delivered better risk adjusted returns to members over the medium and longer term," Baird added.

Financial advisers losing communication battle

EMMA RAPAPORT  |  MONDAY, 6 FEB 2017
... attention to the simple act of an adviser convincing a client to stay invested in a downturn, to be cautious with asset allocation during market spikes, or be placed in the right tax account for certain investments, noting that this added value isn't ...

Australian pension market grows

JAMIE WILLIAMSON  |  WEDNESDAY, 1 FEB 2017
Australia is the fourth largest pensions market in the world, having surpassed Canada at the close of 2016. Willis Towers Watson's Global Pension Assets Study shows that Australia's higher aggregate weight to Australian cash and lower weight to bonds ...

Robo-advice needs monitoring: IOSCO

JAMIE WILLIAMSON  |  THURSDAY, 22 DEC 2016
... 2014 survey said robo-advice is having an increasingly important impact on investment advice services such as asset allocation, portfolio selection and trade execution. The update surmises the continued development of robo-advice tools necessitates ongoing ...

Strong SMSFs bridging gender super gap

JAMIE WILLIAMSON  |  THURSDAY, 22 DEC 2016
... despite the market volatility post the GFC. Although there are still skeptics who remain highly critical of SMSF asset allocation, the evidence is that it has served them well," Slattery said. The bulk of this asset allocation still leans toward Australian-listed ...

Planning firm to launch Netwealth private label

JAMIE WILLIAMSON  |  WEDNESDAY, 21 DEC 2016
... excited to be offering out clients a range of contemporary model portfolios, with Zenith employing a dynamic asset allocation with their best research ideas for active managers," Thwaites said. Having recently exceeded $10.5 billion in funds under management ...