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Showing 9001 - 9010 of 22801 results for "Funds"

Mercer increases Japanese footprint via acquisition

JAMIE WILLIAMSON  |  WEDNESDAY, 17 JAN 2018
... institutional investors are moving away from government bonds into areas such as foreign markets and alternative investment funds. "This acquisition will enhance the Mercer delegated solutions service offering for investors in Japan and expand the firm's ...

IOOF recruits former Australian Unity executive

JAMIE WILLIAMSON  |  TUESDAY, 16 JAN 2018
... He held various senior roles with Australian Unity as well as with Aviva Australia, covering superannuation, platforms, funds management and financial advice. He is also currently a non-executive adviser to Kaizen Recruitment which specialises in filling ...

SMSF members want overseas restrictions lifted

DARREN SNYDER  |  TUESDAY, 16 JAN 2018
... non-deductible contributions." Maroney said the operation of these provisions impacts principally on SMSFs as well as small APRA funds as the breach of the active member test is, in effect, restricted to small funds. "It's virtually impossible for larger ...

CFA Australia recruits industry veterans

KARREN VERGARA  |  TUESDAY, 16 JAN 2018
... industry by 2027. The asset management and pension fund industry veteran has 30 years' experience and joined the Victorian Funds Management Corporation board this month. Wilton is also chair of the Australian Centre for Financial Studies (ACFS) Industry ...

Offshore investment vehicles await passport arrival

KARREN VERGARA  |  TUESDAY, 16 JAN 2018
... from Australia as early as June, Revenue and Financial Services Minister Kelly O'Dwyer says. The long-awaited Asia Region Funds Passport is in its final stages of implementation and on track for commencement in the first half of this year, O'Dwyer told ...

Diversification concerns see managed funds uptake

ALEX BURKE  |  TUESDAY, 16 JAN 2018
An increased appetite for portfolio diversification has seen investors increase their exposure to managed funds, according to Investment Trends research. The 2017 Investor Product Needs Report found the vast majority (84%) of respondents recognised ...

Macquarie Wrap SMAs accrue landmark FUM

JAMIE WILLIAMSON  |  MONDAY, 15 JAN 2018
In just three years Macquarie Wrap's separately managed accounts have amassed more than $1 billion in funds under administration. Reflecting strong interest from advisers and clients seeking flexibility and efficiency, Macquarie Wealth Management head ...

Siri and Alexa: The future of banking?

JAMIE WILLIAMSON  |  MONDAY, 15 JAN 2018
... tasks, like being able to tell you your bank account balances or transaction history and even paying bills or transferring funds at your voice command," Davey said. He also predicted that as artificial intelligence becomes more commonplace, greater integration ...

ASIC successfully files injunction against Melbourne advice provider

JAMIE WILLIAMSON  |  MONDAY, 15 JAN 2018
... offered by Financial Circle Pty Ltd recommended consumers purchase personal insurance products and switch superannuation funds. Financial Circle benefited by way of the significant advice fees being payable to the practice from the consumer's superannuation ...

Satisfaction with industry super rising

JAMIE WILLIAMSON  |  FRIDAY, 12 JAN 2018
Industry superannuation funds are making a comeback in the consumer satisfaction stakes as latest Roy Morgan data shows they have edged retail funds for the third consecutive month. Despite having trailed retail funds for the first seven months of 2017 ...