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Showing 1051 - 1060 of 1635 results for "Recommended"

Advisers to justify platform choice under best interest

LAURA MILLAN  |  FRIDAY, 6 SEP 2013
... their statements of advice when they recommend a platform. The information should include why investments through the recommended platform will benefit the client and why the features and services are suitable for the client. Advisers will also need ...

ETF market closes in on $9 billion milestone

MARK SMITH  |  FRIDAY, 6 SEP 2013
... Zenith awarded 26 products a positive rating from an initial investment universe of 86 ETPs. Two achieved a HIGHLY RECOMMENDED rating, 18 received a RECOMMENDED rating and six were assigned an APPROVED rating.

Anne Street SMSF advice falls under ASIC radar

LAURA MILLAN  |  THURSDAY, 5 SEP 2013
... tailored to the needs of each client. Anne Street Partners failed to compare clients' existing superannuation to the recommended SMSF, to considerate suitable alternative strategies that would have met clients' needs and to take into account clients' ...

CFS adds Tyndall Australian share fund to FirstWrap

ALICE URIBE  |  MONDAY, 2 SEP 2013
... shares included in the S&P/ASX 200 Accumulation Index.A Since its launch to the retail market, the fund has been rated 'recommended' by Zenith. FirstWrap is a full service wrap platform operated by Colonial First State, providing comprehensive investment ...

PIS could face class action over "inadequate" advice

LAURA MILLAN  |  THURSDAY, 29 AUG 2013
... proposed action will allege that the relevant financial advisers did not recommend an appropriate product when they recommended the Bonni-Foi investment," he said. "These are mum and dad investors who were given assurances there were safeguards in place ...

IPA joins Kaplan in support of ASIC adviser training stance

MARK SMITH  |  FRIDAY, 23 AUG 2013

J.P. Morgan launches APRA reporting service

JAMES FERNYHOUGH  |  WEDNESDAY, 21 AUG 2013
... long-term risk," adding, "It may tell young people to go into cash." This, he said, would be the wrong move. He therefore recommended two risk measures: one for short-term volatility, and one providing a longer term view. Bohman, meanwhile, voiced support ...

Legg Mason wins three 'Recommended' ratings

JAMES FERNYHOUGH  |  TUESDAY, 20 AUG 2013

BetaShares ETFs awarded Lonsec 'Recommended' ratings

LAURA MILLAN  |  TUESDAY, 13 AUG 2013
Lonsec has awarded 'Recommended' ratings to BetaShares' first fundamental index ETF and Commodities Basket ETF. Betashares first fundamental index, the FTSE RAFI Australia 200 ETF provides investors with an exposure to the top 200 companies listed on ...

Stronger Super transparency rules too stringent: FSC

JAMES FERNYHOUGH  |  FRIDAY, 9 AUG 2013
... obligation to make this information 'publicly available' on a website for non-members' to access that information." The FSC recommended instead that the regulations be amended to include an exception from making commercially sensitive information publicly ...