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Showing 71 - 80 of 132 results for %22Adviser Research Centre%22

Instos demanding ESG metrics

MARK SMITH  |  TUESDAY, 9 AUG 2016
... are becoming more ESG-aware." More than half of consultants polled by Cerulli have dedicated resources for ESG manager research, and others are considering adding resources. A separate Morningstar study found 73% of asset managers consider ESG factors ...

Morningstar reappointed as CBA advice research provider

KERRIE SYDEE  |  FRIDAY, 24 JUN 2016
Commonwealth Bank has reappointed Morningstar Australasia as primary investment research provider for its wealth management advice licensees - Commonwealth Financial Planning, Financial Wisdom and BW Financial Advice. From 1 September 2016, Morningstar ...

Life insurers must be more transparent: AFA

KERRIE SYDEE  |  FRIDAY, 10 JUN 2016
... trauma, TPD and income protection claimants from the last 12 months, with the results showing claimants who have a financial adviser have a much better experience with life insurance companies than is commonly assumed. The research found that the income ...

Centrepoint debuts brand realignment

ALEX BURKE  |  THURSDAY, 9 JUN 2016
... service for our clients. "This newly simplified structure gives our advisers and brokers easier access to our technology, research, training, and investment solutions, particularly for those who operate across multiple business lines. "That makes it ...

Funds under management to hit $8tr by 2035: research

MICHELLE BALTAZAR  |  FRIDAY, 19 FEB 2016
Competition will intensify among the country's largest fund managers as research forecast the size of the wealth management market to reach $8 trillion by 2035, at a bare minimum. In the latest Rainmaker Roundup report on funds under management (FUM) ...

Adviser roadshow shines light on modern-day advice

MICHELLE BALTAZAR  |  THURSDAY, 18 FEB 2016
Financial advisers took home plenty of business tips at an adviser roadshow yesterday - and many of them are refreshingly unconventional. The main function centre of Doltone House, overlooking the waterfront view of Jones Bay Wharf in Sydney, was the ...

New TAL scheme offers discounts for healthy living

MARK SMITH  |  THURSDAY, 11 FEB 2016
... discussions. Taylor is a former British Navy aircrew officer, an exercise physiologist, nutritionist, neuroscientist and research professor at The University of San Francisco. Taylor will feature in upcoming roadshows around the country, designed to ...

Equity Trustees creates senior philanthropy role

ALEX BURKE  |  WEDNESDAY, 10 FEB 2016
... Public Interest Law Clearing House in Victoria, a research fellow at the Turning Point Alcohol and Drug Centre, a strategic adviser for the WHO, and has held numerous other similar roles. At Equity Trustees, she will report to general manager, philanthropy ...

Retirement income to take super centre-stage

ALEX BURKE  |  FRIDAY, 4 DEC 2015
... Reforms, while subject to further review, strike a reasonable balance in capping up-front commissions, extending minimum adviser responsibility periods and ensuring ongoing viability of personal risk advice compared with the risk of severe disruption ...

New alternative beta fund answers hedge fund short-comings

MARK SMITH  |  MONDAY, 23 NOV 2015
... market for an alternatives fund which meets most investors' needs. More than two decades of investment in quantitative research and development and in implementation technology has led CFM to the observation that a class of quantitative investment strategies ...