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Showing 1101 - 1110 of 3211 results for "Choice"

Retail super funds in hot water: Royal Commission

KARREN VERGARA  |  MONDAY, 27 AUG 2018
... CBA admitted to APRA in March 2014 it breached the SIS Act on 13,000 occasions after it was unable to determine if First Choice Personal Super members were transferred to a MySuper product before the deadline. Hodge said it was open to the Commissioner ...

Pendal appoints head of distribution

KARREN VERGARA  |  MONDAY, 27 AUG 2018
... institutional and retail perspective, coupled with a strong understanding of investment markets and products, made him the ideal choice for the role," Brandweiner said. Serhan joined Morningstar in 2003 and has held several roles, including: chief executive ...

Managed accounts forum to address vertical integration, best practice

STAFF WRITER  |  FRIDAY, 24 AUG 2018
Leading managed account providers and financial planning groups will take centre stage at the annual Financial Standard Managed Accounts Forum to be held in Melbourne next month. More than 160 financial advisers and managed account specialists have ...

CCIV draws mixed reception: Research

KARREN VERGARA  |  THURSDAY, 23 AUG 2018
Australia's Corporate Collective Investment Vehicle (CCIV) initiative received mixed responses from the global asset management community planning to ramp up cross-border strategies in the next five years, State Street research shows. Of the 250 ...

Macquarie Wrap adds Vanguard SMAs

JAMIE WILLIAMSON  |  WEDNESDAY, 22 AUG 2018
... Vanguard head of distribution Matthew Lumsden said the fund manager plans to expand the range over time to offer greater choice for advisers and their clients. "We are delighted to launch our first suite of managed account strategies today, which we ...

APRA banned one person in 10 years: Royal Commission

HARRISON WORLEY  |  FRIDAY, 17 AUG 2018
... face - misleading, Rowell said she agreed it did not provide members with enough information to help them make a complete choice. "Is that an acceptable outcome from APRA's perspective?" Hodge asked Rowell said it was not desirable, which attracted the ...

Intra-fund advice conflicted: Royal Commission

KARREN VERGARA  |  THURSDAY, 16 AUG 2018
... changed super legislation and it's coming into effect now. As a result, if you don't actively make an investment choice in your super account you are deemed to be disengaged and the government will make an investment choice for you. "Your investment ...

Swiss asset manager eyes Aussie instos

KANIKA SOOD  |  THURSDAY, 16 AUG 2018
... expensive. The cost had to come from somewhere and it was passed down to the consumer. So you had to, historically, make a choice between a clean system and a cheap system," van Daele said. "It is cheaper today to build a solar farm in the sunny regions ...

ANZ grilled over Smart Choice sales

JAMIE WILLIAMSON  |  THURSDAY, 16 AUG 2018
... Pankhurst was questioned by Senior Counsel Assisting Michael Hodge about the process customers are sold ANZ's Smart Choice Super product. Typically, branch staff conduct an A to Z review of the customer's financial situation as well as their ...

Frequent traders re-evaluate broking landscape

DARREN SNYDER  |  THURSDAY, 16 AUG 2018
... different." Investment Trends noted one in six online investors said mobile functionality was a feature which influenced the choice of main broker, significantly more than six months ago. Mobile functionality is naturally more prominent among millennials ...