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| | | ... the law, in addition to scrutinising the content of FDSs for accuracy. ASIC said the review would also determine whether or not advice licensees have appropriate procedures in place to ensure fees for ongoing services are discontinued when the arrangements ... |
| | | | ... also said it is close to finalising arrangements for the management of the remaining $147 billion of reviewed assets, but did not reveal when this might eventuate. Scottish Widows added the investment management of its customers portfolios would not ... |
| | | | ... general manager is set to launch a premium vetting service for wealthy donors. The Impact Suite collects data on about 56,000 not-for-profits (NFP) and charities. The free version launched in July, after two years of groundwork. It has been receiving ... |
| | | | ... who the client you're actually acting on behalf of is and will be going forward. "Be very clear up front about whether or not it's the husband and the wife, or just the husband. Is it the corporate trustee, or is it the SMSF itself that's already established? ... |
| | | | ... month is greater than the total number of products launched in the first six months of this year. We expect this trend will not abate for the remainder of 2018, with more products expected before the year's end," BetaShares chief executive Alex Vynokur ... |
| | | | ... continue to deliver high quality investment outcomes and service to our clients," Warakirri managing director Jim McKay said. "Not only were RBC able to offer a solution tailored to meet our AMIT requirements, but a consolidated offer inclusive of wholesale ... |
| | | | ... is possibly being eroded by fees. "Our advice is to remain engaged with your super fund through all stages of your career, not just when you're ready to retire," he said. In the last year, over 530,000 active, lost and unclaimed super accounts worth ... |
| | | | ... a 49-year low - inflation hasn't significantly accelerated (and given the latest CPI report, is even easing). It's not looking to take-off anytime soon either because of tamed inflation expectations. Higher inflation expectations beget higher ... |
| | | | ... compelling business case while improving inefficient links in the value chain. "In core superannuation admin the margins are not excessive, so you have to look across the value chain for opportunity within the margins." Where DLT could potentially make ... |
| | | | ... subjects. Those who have got their certification with the AFA or FPA, there's two more," Robert said. "Four to go. That's not a great impost. One will be ethics. One will look at chapter seven of the Corporations Act - which everyone should know ... |
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