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Showing 1061 - 1070 of 2403 results for "Mater"

FASEA listens as advice industry combs blueprint

DARREN SNYDER  |  TUESDAY, 20 NOV 2018
The initial response to FASEA's education and ethical standards blueprint suggests the document needs more tweaks. However, it's clear the authority is listening to its advice industry constituents. The Association of Financial Advisers, the Financial ...

Knowledge, action gap puts SMSF savings at risk: Research

JAMIE WILLIAMSON  |  MONDAY, 19 NOV 2018
About 50% of all SMSFs have more than half of their portfolio invested in one asset class, despite more than 80% recognising the importance of diversification. New research from the SMSF Association and Investment Trends shows 47% of SMSFs allocated ...

FASEA clarifies adviser exam rules

DARREN SNYDER  |  MONDAY, 19 NOV 2018
Among a wide-ranging update on Friday evening, the Financial Adviser Standards and Ethics Authority concreted several aspects to an industry exam. It also released a standards blueprint. FASEA said the duration of the financial adviser exam will be ...

Special Report: Hitting new ETF goals

KARREN VERGARA  |  FRIDAY, 16 NOV 2018
More investors are turning to fixed income ETFs as a way to finetune their bond portfolios. Karren Vergara finds out what is driving the demand and why this new wave of defensive ETFs is here to stay. Recalling the sharp market correction that stung ...

ETFs: Buy strategy not structure

DARREN SNYDER  |  THURSDAY, 15 NOV 2018
The managing director at a Sydney-based global equities manager accepts the seismic and long-term shift of investor money to exchange-traded funds, but said one core element is often forgotten in this development. Antipodes Partners managing director ...

ASX dismisses concern over AMP sale

HARRISON WORLEY  |  MONDAY, 12 NOV 2018
Following shareholder concern, the ASX has determined AMP does not require shareholder approval to move forward with the planned $3.3 billion sale of its wealth protection businesses. On Friday the exchange confirmed AMP was not required to seek shareholder ...

Asset manager shutters two funds

KARREN VERGARA  |  MONDAY, 5 NOV 2018
A $310 billion asset manager has closed two of its actively managed Australian equity funds. The Nikko AM Australian Share Value Fund and Nikko AM Australian Share Fund were terminated on 21 September 2018. Nikko Asset Management Australia said the ...

Diversa executive joins managed accounts specialist

DARREN SNYDER  |  THURSDAY, 1 NOV 2018
The head of sales and relationship management at Diversa Trustees has moved to a managed accounts provider with the task of expanding its superannuation solution, following an acquisition. Joining Managed Accounts Holdings (MGP) as its head of trustee ...

Star managers address low returns

KANIKA SOOD  |  TUESDAY, 30 OCT 2018
Portfolio managers of L1 Capital's billion-dollar listed investment company have addressed its underperformance after it delivered -6.3% for the quarter. The long/short listed investment company listed in April after raising $1.3 billion in the ...

ASIC and Austplan agree to mutual breakup

DARREN SNYDER  |  FRIDAY, 26 OCT 2018
Austplan will lose its Australian financial services licence in November following ASIC surveillance which found deficiencies in the establishment of self-managed superannuation funds and client referrals. ASIC will cancel Austplan's AFSL effective ...