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Showing 9391 - 9400 of 19601 results for "RIS"

Younger clients best-served by robo-advice

ALEX BURKE  |  THURSDAY, 14 JAN 2016
Automated asset allocation and risk profiling "changes the dynamic of who advisers can and can't afford to talk to," according to Ignition Wealth chief executive Mark Fordree. Fortree said that he knew of many advice groups who "saw two to three people ...

Vanguard tells investors to watch what they pay

MARK SMITH  |  THURSDAY, 14 JAN 2016
As active fund managers warn about exposure to index trackers amid a January market route, Vanguard group chairman and chief executive Bill McNabb has hit back. Super funds, asset managers, economists and academics alike have said investors must expect ...

20pct tax rebate is budget neutral: FSC

DARREN SNYDER  |  THURSDAY, 14 JAN 2016
Lifting the superannuation guarantee to 12% and pushing a 20% rebate on marginal tax rates for super contributions would have no effect on the federal budget. This is according to the latest modeling from PwC prepared for the Financial Services Council ...

Public sector retirees angry over income exemption cuts

DARREN SNYDER  |  THURSDAY, 14 JAN 2016
Tens of thousands of public sector pensioners are learning the scale of changes to their defined benefit schemes that sees cuts to exemptions for the Centrelink pension income test. In June last year the federal parliament introduced a 10% cap on defined ...

Limited AFSLs like "part-time surgeons"

ALEX BURKE  |  THURSDAY, 14 JAN 2016
Accountants with limited Australian financial services licences are like "part-time surgeons," according to John Birt, principal of advice M&A broker Radar Results. Birt branded limited AFS licenses "dangerous" and argued that in order for accountants ...

China's green shoots

BENJAMIN ONG  |  THURSDAY, 14 JAN 2016
The Australian equity market's reaction to better-than-expected Chinese trade data shows just how dependent Ozland is on Beijing. The All Ordinaries index closed 1.2% in the green - the first rise after seven straight days of declines this year - after ...

OmniLife adds industry fund risk products

ALEX BURKE  |  THURSDAY, 14 JAN 2016
Omnium-operated risk research tool OmniLife has added industry fund risk insurance products, giving advisers further comparative insight into the super risk market. Although retail and industry fund risk products are operated differently, Omnium said ...

Aussie large-cap active managers endure massive outflows

DARREN SNYDER  |  WEDNESDAY, 13 JAN 2016
Researcher Morningstar estimates Australian equity large-cap unlisted funds lost between $3 billion and $12 billion in assets per year over the last five years. In its latest Australian Equities Large-Cap Sector Wrap, Morningstar said active managers ...

Risk sales plunge in 2015

ALEX BURKE  |  WEDNESDAY, 13 JAN 2016
Annual sales in the risk market dropped by 23.7% in the year to September 2015, according to Plan for Life research. Plan for Life's consolidated report on both group and individual risk lump sum and income insurance inflows revealed that while some ...

Wingate appoints senior investment analyst

ALEX BURKE  |  TUESDAY, 12 JAN 2016
Wingate Asset Management has a new senior investment analyst. Covering equities research and risk analysis, Thomas Hodson joins Wingate from UCA Funds Management, where he was also a senior investment analyst. Prior to that, he held roles at Barclays ...