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Showing 1151 - 1160 of 1924 results for "Disclosure"

BT Financial Group posts 21% profit rise

MARK SMITH  |  MONDAY, 5 MAY 2014
... for market share at 19.7%. Asgard ranked top three in Investment Trends' survey and ranked number one for Best Fee Disclosure Statement and Best Platform Integration Functionality. The company also said it is on track to deliver its Panorama platform ...

IOSCO recommends improved disclosure for direct products

ALEX DUNNIN  |  FRIDAY, 2 MAY 2014
... Forum of the International Organisation of Securities Organisations (IOSCO) to call for improved global regulation and disclosure standards for products sold this way. In Australia directly distributed financial products are estimated to account for ...

Compliance absorbs half of platforms' development budget

LAURA MILLAN  |  TUESDAY, 29 APR 2014
... developing usability, adviser support, reporting, direct shares and corporate actions functionality, as well as building fee disclosure statement (FDS) tools from scratch. CFS FirstWrap topped the ranking of full-function platforms by overall functionality ...

Consumers reluctant to use online advice

LAURA MILLAN  |  WEDNESDAY, 23 APR 2014
... 11% looking for this information online and 7% doing it offline. The survey also showed that consumers read product disclosure statements (PDS) online (21%) more than they do on paper (15%). As many as 75% of Australians were open to conducting wealth ...

Wake-up call for watchdog after inquiry

LAURA MILLAN  |  TUESDAY, 22 APR 2014
... governance and compliance, not the businesses themselves. "ASIC has to regulate everything from banking products and super disclosure to mining; it's being pulled in a lot of directions." The Committee should be looking at ways to make ASIC more efficient ...

Portfolio disclosure's unintended consequences

ALEX DUNNIN  |  TUESDAY, 22 APR 2014
Stronger Super's portfolio disclosure rules present major challenges to super funds investing in private markets, not because the investments are opaque but because portfolio disclosure could require them to disclose their intentions about future transactions. ...

US fight over adviser fiduciary rules nears end

ALEX DUNNIN  |  THURSDAY, 17 APR 2014
... advisers appears to approaching resolution, the price of this resolution is that it has retreated back to just improved disclosure rules. The Wall Street Journal has reported that the US Securities Exchange Commission (SEC) is soon to announce its final ...

Technology now about connectivity not just firepower

ALEX DUNNIN  |  TUESDAY, 15 APR 2014
... Advent tunnels into 900 custodians around the world and can help fiduciaries like super fund trustees compile portfolio disclosure reports that span hundreds of investment managers working in multiple worldwide jurisdictions. With Australian investment ...

SEC reopens target date funds disclosure review

ALEX DUNNIN  |  WEDNESDAY, 9 APR 2014
The US Securities Exchange Commission (SEC) has reopened its review into enhanced disclosure regulations for target date funds, a sector that they believe is very difficult for investors to compare. The review was launched following recommendations ...

ATO issues warning ahead of tax haven crackdown

STAFF WRITER  |  FRIDAY, 28 MAR 2014
... assets to declare their interests, ahead of a global crackdown on international tax havens. The ATO's offshore voluntary disclosure initiative, 'Project DO IT: disclose offshore income today', provides a last chance opportunity for those who haven't ...