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Showing 9021 - 9030 of 22801 results for "Funds"

US advisers shifting to international equities

KARREN VERGARA  |  WEDNESDAY, 10 JAN 2018
Financial advisers in the US will increase allocations to actively managed non-US equity funds over the next six months, a new survey shows. One-third (34%) of the 778 advisers canvassed by Advisor Perspectives said they will allocate 3% or more of ...

Australians raid super to pay for medical expenses

EMMA RAPAPORT  |  WEDNESDAY, 10 JAN 2018
... supported the surgery, he said access to operations should be provided by the public hospital system, not superannuation funds. "The truth is that, where appropriate, these operations should be provided by the public hospital system, and those Australians ...

Industry funds reign supreme: Research

JAMIE WILLIAMSON  |  TUESDAY, 9 JAN 2018
Industry superannuation funds are set to continue their dominance of the sector, with not-for-profit funds already accounting for about two-thirds of Australia's total superannuation assets. Insights from Rainmaker Information show retail super funds ...

Eaton Vance subsidiary appoints COO

ALEX BURKE  |  TUESDAY, 9 JAN 2018
... investing into advice practices, along with Merrill Lynch and Northern Trust Asset Management's FlexShares Exchange Traded Funds. In collaboration with the US-based Money Management Institute, Morningstar's program focuses on the incorporation of ESG ...

RNY wind-up sought as ASIC blocks Aurora move

ALEX BURKE  |  TUESDAY, 9 JAN 2018
... responsible entity for the RNY Property Trust (RNY), will seek to wind up RNY in light of a decision against prospective RE Aurora Funds Management. ASIC did not grant a variation to Aurora's licence to allow it to become RE of RNY; RNY said the fund ...

J.P. Morgan winds up global equities fund

ALEX BURKE  |  TUESDAY, 9 JAN 2018
... believes it is in the best interest of the unitholders to temrinate the fund," J.P. Morgan Asset Management head of Australia funds David Hallifax said. From January 8, applications and redemptions will cease to be processed and the fund's product disclosure ...

Marriage equality and the estate plan

JAMIE WILLIAMSON  |  TUESDAY, 9 JAN 2018
... documents must be reviewed to safeguard those rights. Financial advisers must remember that, for certain superannuation funds, a binding death benefit nomination made by a client becomes invalid in the event of certain life changes, Cassar said. "When ...

First Aussie fixed income mandate for global manager

DARREN SNYDER  |  MONDAY, 8 JAN 2018
... Vontobel Asset Management will run an emerging markets debt mandate and a global equities mandate for Alpha Fund Managers, the funds management subsidiary of Infocus Wealth Management. Vontobel Asset Management executive director and head of sales for ...

WAM pulls out of takeover deal

ALEX BURKE  |  MONDAY, 8 JAN 2018
... alleged conduct of Molopo's board. Keybridge was seeking two injunctions against Molopo: The first was to prevent any further funds being contributed to acquiring more Orient FRC shares, and the second was to restrain Molopo entering into any further ...

DomaCom enters retail super market with new partnership

ALEX BURKE  |  MONDAY, 8 JAN 2018
... into an agreement with IRESS last month. That agreement will allow the investment manager to integrate its property sub-funds into XPLAN via its EPI data feed. Properties are segregated into separate sub-funds on the DomaCom platform and issued with ...