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| | | ... competitors. "Research projects in areas where we have strong expertise, that go on to form part of clients' portfolios, are not uncommon for NB, as is helping clients who are building out internal capability." First State Super portfolio manager for ... |
| | | | ... Dream' research conducted ahead of the 16th annual financial planning week revealed more than two in five Australians (63%) did not have a financial plan for their future and a quarter had never sought financial advice from a professional or other contact ... |
| | | | ... In a statement the AFA said: "It will take the AFA some time to correctly verify those forms that are incomplete or appear not to be from members. It is therefore not readily apparent that the statutory limit has been reached." Dunsford is calling on ... |
| | | | ... it had alerted auditors on a number of occasions that their registration would be cancelled if outstanding statement were not lodged and fees paid. In a statement ASIC said: "SMSF auditors have had ample time to come to grips with their responsibilities. ... |
| | | | Global asset manager AllianceBernstein (AB) has had its AB Global Equities Fund added to three investment platforms, following strong endorsement from Lonsec. Since its inclusion in the Lonsec model portfolio, the fund has been added to the BT Wrap ... |
| | | | ... impact of lower commodity prices, rather than related to wider economic difficulties. "The slowdown in US dividend growth is not a cause for concern. It began late last year but should be considered a normalisation to more sustainable levels of dividend ... |
| | | | ... prepared for retirement, with only 27% believing they will need the government pension, compared to 49% of respondents who do not employ a financial professional. Executive general manager, superannuation and investment platforms, Paul Carter, said that ... |
| | | | ... and retail client bases." This is compounded by additional "institutional grade" requirements since the GFC, he added. "It's not just with back office operations. If managers desire fiduciary institutions as clients, it is incumbent upon them to build ... |
| | | | ... "This is a great achievement in the field of social impact investment and shows that by bringing together the expertise of the not-for-profit sector and capital from the private sector, we can make a real difference." "The success rate for this program ... |
| | | | ... interest, tax, depreciation and amortisation (EBITDA) - down to $20 million from $24.5 million - to June's Brexit outcome. "Had it not been impacted by a decline in the value of sterling compared to the Australian dollar caused by Brexit, on a constant ... |
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