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Showing 1121 - 1130 of 2632 results for "Practices"

Managed accounts forum to address vertical integration, best practice

STAFF WRITER  |  FRIDAY, 24 AUG 2018
... choices and expanding their functionality while keeping a tight lid on fees," he said. Among the financial planning practices that will share their key learnings are Stanford Brown, The Wealth Partnership, Eikon Financial, Viridian Financial Group, Crystal ...

Hedge fund industry body promotes Aussie talent

KANIKA SOOD  |  FRIDAY, 24 AUG 2018
... two fascinating years for markets as quantitative easing ceases and more powerful technologies continue to transform practices," Chadwick said. AIMA Australia general manager Michael Gallagher said the two separate election results speak of the growing ...

ClearView results up despite adviser earnings drop

HARRISON WORLEY  |  FRIDAY, 24 AUG 2018
... service and revenue base. The company said it expected its launch of a dealer-to-dealer option targeting self-licensed practices to be a positive move. Explaining the drop in aligned advisers, ClearView said it was committed to "quality over quantity" ...

Government introduces financial literacy strategy

KARREN VERGARA  |  WEDNESDAY, 22 AUG 2018
... system and at the centre of this national strategy." He added the financial sector as a community should be engaging in practices that promote fair consumer outcomes. "In particular, we need to continue to encourage women to be more confident with money ...

Super funds cop governance grilling

HARRISON WORLEY  |  TUESDAY, 21 AUG 2018
... Institute of Company Directors managing director and chief executive Angus Armour says it was clear poor governance practices had existed within both retail and industry superannuation funds. "Most directors across the sector clearly understand their ...

CFA adds AI and fintech to curriculum

KARREN VERGARA  |  FRIDAY, 17 AUG 2018
... ethics and machine learning. Equity portfolio management, which is a subject in Level III, will ask about the latest practices in passive and active equity investing. Level III will also introduce content on professionalism in investment management ...

ANZ grilled over Smart Choice sales

JAMIE WILLIAMSON  |  THURSDAY, 16 AUG 2018
... superannuation products by ANZ branch staff has been called into question, with the Royal Commission suggesting the bank's practices are misleading and deceptive. Appearing before the Commission this morning, ANZ head of superannuation Mark Pankhurst ...

Indigenous Australians face super challenges: Royal Commission

HARRISON WORLEY  |  MONDAY, 13 AUG 2018
... them, even if they do not actually agree. In the fourth round of hearings the Royal Commission heard of the unethical practices and incentives of life insurers selling policies over the phone, which allegedly included the practice of coaxing customer ...

AFA gets an audience with O'Dwyer

HARRISON WORLEY  |  FRIDAY, 10 AUG 2018
... commissions was an "overreaction", with trail commissions contributing little to the overall income of financial advice practices in reality. At the 2018 Association of Financial Advisers' National Roadshow in Sydney, AFA head of policy Phil Anderson ...

Royal Commission revisits fees for no service

KARREN VERGARA  |  MONDAY, 6 AUG 2018
... Financial Services Australia Limited - the trustee of StatePlus Super. Following a review of StatePlus' business practices, Hodge said a group of members were entitled to advice service that was not delivered. ASIC was notified in May 2017 and since ...