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Showing 1121 - 1130 of 1894 results for "Determine"

US shares dominating other asset classes

ALEX BURKE  |  MONDAY, 4 SEP 2017
US shares have delivered a 9.4% return per annum over the last 30 years, well ahead of other asset classes, according to Vanguard's 2017 Index Chart. Putting this in perspective, Vanguard said that an initial US shares investment of $10,000 made in ...

Hastings loses $2.1bn fund mandate

ALEX BURKE  |  FRIDAY, 1 SEP 2017
Unitholders including large super funds, insurance companies and family offices voted to remove Hastings Funds Management as the portfolio manager for a $2.1 billion infrastructure fund. Following an extraordinary meeting with trustee Gardior, unitholders ...

Small licensees are PI insurance compliant: ASIC

KARREN VERGARA  |  WEDNESDAY, 30 AUG 2017
... included 56 small AFS licensees with 20 or less authorised representatives and revenue of $2 million or less. It aimed to determine if the licensees were complying with defence costs, fraud and dishonesty requirements under Regulatory Guide 126. Only ...

Ignition Wealth expands leadership team

EMMA RAPAPORT  |  TUESDAY, 29 AUG 2017
... the same month, the firm also launched the Ignition Wealth SMSF Appropriateness Tool to help financial advice clients determine their suitability for establishing a self-managed super fund (SMSF).

APRA launches inquiry into CBA

EMMA RAPAPORT  |  MONDAY, 28 AUG 2017
... of breaking anti-money laundering regulations on nearly 54,000 occasions. In addition, ASIC is investigating CBA to determine whether its directors met continuous disclosure obligations to its investors. A survey from the Australian Bankers' Association ...

Wealth arm projects Perpetual profit

EMMA RAPAPORT  |  FRIDAY, 25 AUG 2017
Perpetual announced net profits of $137 million, up 4% on FY16, driven in part by its wealth management arm. New client growth in target segments, as well as higher non-market related revenue and higher equity markets led to a before tax profit of $40.5 ...

Wage freeze

BENJAMIN ONG  |  THURSDAY, 17 AUG 2017
The Australian Bureau of Statistics' (ABS) 'Wage Price Index' report for the June quarter confirmed what we, Australians all, already know...wages growth remains sluggish. Even market consensus got it on point. Growth in total wages stood still at a ...

Former investment bankers behind new platform

JAMIE WILLIAMSON  |  THURSDAY, 10 AUG 2017
Two former senior JPMorgan and UBS investment bankers have joined forces to launch an online investment platform. Targeting investors seeking exposure to a wide range of asset classes in Australia, Rob Nankivell and Travis Miller said iPartners aims ...

Advice business offers enforceable undertaking

JAMIE WILLIAMSON  |  TUESDAY, 1 AUG 2017
Financial Index Australia entered into an enforceable undertaking with ASIC after an investigation found advisers had moved clients into more expensive, FIA-branded products without reason. ASIC identified a number of issues within FIA's financial advice ...

Effective data management key to engagement: ISWG

EMMA RAPAPORT  |  FRIDAY, 28 JUL 2017
... greater capacity by members to make informed decisions and the ability for member and superannuation funds to better determine appropriate insurance arrangements for members," it said. "Enhancing the management and quality of data should improve the ...