The latest issue of Financial Standard now available as an e-newspaper

READ NOW

Search Results

Showing 10941 - 10950 of 28277 results for "NOT"

Royal Commission case study: advice put retirement in ruins

JAMIE WILLIAMSON | THURSDAY, 19 APR 2018

... the next meeting - almost six months since the first - the McDowall's were told the properties they were looking at could not be purchased through their SMSF, despite having been told the only prerequisite was that the property be on one title. McDowall ...

Wealth management products make big leaps in digital sales readiness

KANIKA SOOD | THURSDAY, 19 APR 2018

... "leads them all" in digital readiness, the fintech said. "Banks have accepted that online account opening is a must have, not a 'nice to have'. The focus now is on whether the largest banks can transform their entire customer engagement across all product ...

ASIC totally unprepared for advice reforms: Tynan

ALEX BURKE | THURSDAY, 19 APR 2018

... "The reality is the 90-day exception, buyer of last resort stuff - this has been going on for 30 years. ASIC knows this. It's not just AMP. It's what the entire industry was built on," he said. Tynan also rubbished the idea of so-called 90-day exceptions ...

Dead advice clients slugged ongoing service fees

JAMIE WILLIAMSON | THURSDAY, 19 APR 2018

... charge the ongoing service fees. When asked, he said he didn't know what to do, had tried to contact the public trustee and not heard back," Hodge said. In this instance, the committee determined that a possible warning would be issued, depending on ...

WA Super awards admin mandate

KARREN VERGARA | THURSDAY, 19 APR 2018

... the SuperChoice platform can quickly be leveraged by clients as they source new functionality and data that has historically not been available to them or their customers. "Our clients rely on us to do the groundwork for them. Developing solutions that ...

Chief economist update: The colour of Beige

BENJAMIN ONG | THURSDAY, 19 APR 2018

... in March and early April. Outlooks remained positive..." On inflation, "upward wage pressures persisted but generally did not escalate" in spite of the tight labour market and labour shortages in high skill positions. But perhaps not for long. The "book" ...

RECAP: Advice in the Royal Commission spotlight (Days 1 - 3)

KANIKA SOOD | THURSDAY, 19 APR 2018

... CBA comes in, AMP goes out AMP advisers could dip into their client's investments to deduct fees if the clients' account did not have enough funds, the Commission heard. Commissioner Kenneth Hayne described AMP's fee structure as a "collection mechanism" ...

Royal Commission latest: CBA doing more with fewer advisers

KARREN VERGARA | WEDNESDAY, 18 APR 2018

... objectives for the year. This is a flat fee ranging from $1500 to $21,600 per year, she said, emphasising the amount of money is not the sole determinant of the fee calculated. She added it was at the clients' discretion to undertake the review or not ...

Former Suncorp adviser banned

HARRISON WORLEY | WEDNESDAY, 18 APR 2018

... clients. Additionally, Grubwinkler failed to make reasonable enquiries in the relevant circumstances of his clients, while also not providing a statement of advice to clients prior to recommending they establish their own Self-Managed Super Fund. ASIC ...

Beer tap runs dry for $2 billion manager

KANIKA SOOD | WEDNESDAY, 18 APR 2018

... bought into Budweiser producer Anheuser-Busch Inbev at $20 a share, eleven years later the price rose to about $100 a share - not counting dividends. PM Capital's investments in beer stocks hit their peak in 2008, when it put 22% of its total portfolio ...

PAGE:

1095

Treasury responds to Debelle's review into the AOFM

KARREN VERGARA

Treasury has responded to the Guy Debelle-led review into the Australian Office of Financial Management (AOFM), agreeing to all six recommendations.

Bravura ups guidance, reports earnings increase

RIDDHIMA TALWANI

Bravura Solutions informed investors cost discipline will protect its full year earnings result after a client migrated to a Business Process Outsourcing (BPO) early in the year.

MaxCap hires from Vanguard, AustralianSuper

MATTHEW WAI

MaxCap has welcomed two senior directors, including a portfolio manager from Australia's largest super fund, reporting to the recently named chief executive Kylie Robb.

Zenith snags mandate from Granite Bay

MATTHEW WAI

Granite Bay Private Wealth has selected Zenith Investment Partners to support their investment governance and due diligence.

Videos

Brought to you by

The market has changed. The opportunity hasn't.

Follow the leaders

Product showcase: A guaranteed future

Maintaining a fundamental focus in a world obsessed with the short term

Global economic outlook and the case for local currency emerging market debt: Resilience, risk, and opportunity

SMILE through retirement - tackling the top 5 (Sequencing, Market, Inflation, Longevity, Emotion) retirements risks

Strength amid noise

MORE VIDEOS

Products

'Guide To' Series

Pocket investment guides featuring adviser case studies and a glossary.

MORE INFO

Publisher's Forum

Investing trends and strategies from the industry’s thought leaders.

MORE INFO

Product Showcases

Putting the spotlight on investment products that matter.

MORE INFO

Expert Feed

Christian Mueller-Glissmann

Head of Asset Allocation Research

Goldman Sachs

When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

READ MORE

Tania Milnes

General Manager Membership

Financial Advice Association Australia

Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

READ MORE

Effie Dimitropoulos

Chief executive

AUDD

Digital assets and where they stand in 2026

So far in 2026 digital assets have captured the headlines largely for the wrong reasons, but that doesn't tell the full story.

READ MORE

Jessica Sclafani

Global retirement strategist

T. Rowe Price

Rethinking default design in a changing market environment

The evolution underway in the US DC system highlights the value of periodically reassessing default design assumptions.

READ MORE

Industry Events

MORE INDUSTRY EVENTS

JUL

Advisers Big Day Out - Geelong

Featured Profile

MORE PROFILES

Blake Briggs

CHIEF EXECUTIVE OFFICER
FINANCIAL SERVICES COUNCIL

Since becoming chief executive, Blake Briggs has renewed the Financial Services Council's influence, expanded the membership base, and strengthened its policy and advocacy credentials. Karren Vergara writes.

READ MORE