Disclose fees or pay $300,000 fineFRIDAY, 29 FEB 2008 10:57AMInvestment advisers and brokers in New Zealand must disclose their fees and remuneration upfront to investors, under new rules that come into effect today. |
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QIC splashes $32m on PEP acquisition
Queensland Investment Corporation (QIC) spent $32 million to back Pacific Equity Partners' (PEP) acquisition of ATOM Group, an industrial and safety goods distributor.
Lazard enters local ETF industry with infra offering
Lazard Asset Management is now offering ETFs in Australia, kicking off with a global listed infrastructure active ETF.
Performance test covers managed accounts, SMAs: APRA
The prudential regulator is reminding trustees that managed accounts and separately managed accounts (SMAs) are high on its radar when administering the performance test.
Most in-demand skills for financial services workers
Perceptor data has revealed the state of financial services salaries in its most recent review.
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Why advisers should consider offering general insurance to HNW clients
I have read many articles over the years about servicing high-net-worth (HNW) clients in the financial services industry.
The role of AI in financial planning: Insights from the US
Ever since ChatGPT burst onto the scene late last year, generative AI has been front and centre of business discussions and financial planning, just like ...
Considerations when nominating a charity for your super upon death
There has been a lot of talk lately about the upcoming great wealth transfer, and you might be wondering where charities fit into all this.
The end of free money
With institutional investors prudently reassessing their risks in current market conditions and seeking safe havens in alternatives such as secured private ...
Featured Profile
Jason Huljich
JOINT CHIEF EXECUTIVE OFFICER
CENTURIA CAPITAL LIMITED
CENTURIA CAPITAL LIMITED
A single decision can change your life, and that's exactly what Centuria Capital joint chief executive Jason Huljich learned when he came to Australia in the 1990s. Eliza Bavin writes.
