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Showing 1181 - 1190 of 3209 results for "Power"

FASEA compliance has silver lining

KANIKA SOOD  |  FRIDAY, 29 NOV 2019
For financial planning practices that don't have a clearly laid out business plan, the workload of meeting FASEA's Code of Ethics requirements can be a great push to get it in order, according to a speaker at the FPA Congress. In a session about ...

Tasplan chief to exit, merger confirmed

KANIKA SOOD  |  FRIDAY, 29 NOV 2019
... improvements to products and services, low fees and strong returns. "Scale will help drive efficiencies and provide greater buying power." "This merger will enable us to negotiate top quartile investment management fees and take advantage of fee scale ...

Tech-powered is empowered: SOAs

JAMIE WILLIAMSON  |  THURSDAY, 28 NOV 2019
... individual, tailored experience based on their unique communication and behavioural preferences, he said. "It will harness the power of appropriate digital technology solutions to make the experience a meaningful and more engaging one for the client. ...

Industry's Best of the Best celebrated

HARRISON WORLEY  |  THURSDAY, 28 NOV 2019
Leading wealth management organisations have been celebrated in Money magazine's Best of the Best Awards for 2020. Australia's longest-running and most-read personal finance magazine handed out more than 100 awards to leaders in the financial ...

FASEA chief to provide update

ELIZABETH MCARTHUR  |  WEDNESDAY, 27 NOV 2019
... Corporations Act 2001, ASIC does not have a role as a code monitoring body and is specifically prevented from exercising its power to ban an adviser for breaches of the code. "Financial advisers will still be required to comply with the code from 1 January ...

Industry still shy of flat dollar fees: Frontier

ELIZA BAVIN  |  WEDNESDAY, 27 NOV 2019
... the possibility may well be enough to trigger discussions on fees with investment managers," she said. "The transfer of power, responsibility and accountability from investment managers to asset owners is well underway." Trafford-Walker added that in ...

ASIC outlines Code of Ethics expectations

ELIZA BAVIN  |  TUESDAY, 26 NOV 2019
... the Corporations Act it does not have a role as a code monitoring body and is specifically prevented from exercising its power to ban an adviser for breaches of the code. "As announced on 14 November 2019, ASIC has taken action to provide certainty to ...

AIST finds issues with FASEA code

ELIZABETH MCARTHUR  |  MONDAY, 25 NOV 2019
The Australian Institute of Superannuation Trustees has written to FASEA chief executive Stephen Glenfield seeking clarification on how key points of the Code of Ethics will apply to intra-fund advice. Responding to the guidance on the code, AIST chief ...

Chief economist update: US consumer power

BENJAMIN ONG  |  MONDAY, 25 NOV 2019
The US-China trade deal/no trade deal seesaw continues to drive the markets' daily ups and downs. But behind these day-to-day swings is the rise and rise on Wall Street - to new record highs. To be sure, the third quarter reporting season was nothing ...

Financial planning pioneer to speak at FPA Congress

KANIKA SOOD  |  FRIDAY, 22 NOV 2019
... prevention. As a part of this work he made his first visit to Australia more than 25 years ago to work on a program called Peer Power in Queensland which taught high schoolers important life skills such as how to manage conflict in relationships. The ...