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Showing 1101 - 1110 of 1894 results for "Determine"

Westpac faces class action over life insurance

KARREN VERGARA  |  MONDAY, 16 OCT 2017
... Australians have been negatively impacted. Shine Lawyers alleges Westpac breached its fiduciary duties and is seeking to determine if it knowingly received excess premiums and engaged in conduct that was unconscionable. Shine Lawyers national special ...

Fidelity portfolio manager steps down

ALEX BURKE  |  FRIDAY, 13 OCT 2017
A portfolio manager co-running a Fidelity mFund strategy has stepped down from her position. Hilary Natoff has been co-portfolio manager of the Fidelity Global Demographics Fund since 2012. A Fidelity spokesperson said Natoff will assist in the transition ...

Focusing on the bad to make it better

JAMIE WILLIAMSON  |  THURSDAY, 12 OCT 2017
... you," he said. Further, given the likelihood that Australia will soon adopt an open banking regime, advisers need to determine how they will provide faster, more real-time feedback to prospects where the prospect doesn't have to bring the 'shoebox of ...

Fee models an art, not a science

DARREN SNYDER  |  THURSDAY, 12 OCT 2017
... referral sources; do clients appreciate the advice received; what is the potential for growth etc. He says this can determine a client's value to the practice and the service they receive. There will also be detailed discussion of service packages and ...

Voting opens for 2017 Power50

STAFF WRITER  |  MONDAY, 9 OCT 2017
... voted by Financial Standard readers. Of those nominees, 140 advisers have proceeded to the voting round, which will determine the final Power50. The shortlist was determined by several criteria, including: They have demonstrated long-standing commitment ...

Why advisers should revisit death benefits

KARREN VERGARA  |  FRIDAY, 6 OCT 2017
... financial dependant or an eligible child or a combination of both. "It is generally up to the trustee's discretion to determine the recipient or recipients of a member's death benefit, however, BDBNs provide an exception to this rule," Breckon said. ...

Active debate triggers Fidelity fee overhaul

ALEX BURKE  |  WEDNESDAY, 4 OCT 2017
Fidelity made significant changes to its global fee regime in response to ongoing debate concerning the value of active management. Describing the new fee model as a "fundamental change in how it charges for its services," Fidelity debuted its reduced ...

Succession planning ensures quality customer service

JAMIE WILLIAMSON  |  WEDNESDAY, 4 OCT 2017
... moving parts in fulfilling the expectations of clients of which trust and service go hand-in-hand - and they in turn determine the financial success or failure of the planning practice," Taggart said. He added that in the majority of practices the planner ...

Managed Accounts Holdings acquires competitor

JAMIE WILLIAMSON  |  TUESDAY, 26 SEP 2017
... of funds under administration are not reached. "Therefore, upon entry into formal agreements, it is not possible to determine the potential increase in MGP's funds under administration arising for a new MDA or superannuation service," the ASX statement ...

ASX on track for blockchain announcement

KARREN VERGARA  |  TUESDAY, 26 SEP 2017
... track, chief executive Dominic Stevens told the exchange's annual general meeting today. An official announcement to determine the suitability of DLT to replace CHESS remains on schedule for December, Stevens said, adding stakeholder consultation is ...