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Showing 1371 - 1380 of 3606 results for "Limited"

IMA provider signs white label deal

JAMIE WILLIAMSON  |  TUESDAY, 27 FEB 2018
... multi-platform capability allows us to ensure we provide options for administration to our clients in comparison to being limited to a one-platform only solution." Implemented Portfolios' chief executive of corporate development Santi Burridge welcomed ...

Most investors shun credit ratings: Poll

KARREN VERGARA  |  MONDAY, 26 FEB 2018
... that one agency's compliance review was "not of a standard that we would expect from a regulated organisation" and was limited to one page with minimal discussion of scope, methodology, analysis, observations and outcomes. This week we ask if the FSC's ...

FSC launches asset manager governance regime

ALEX BURKE  |  FRIDAY, 16 FEB 2018
... personal account trading," Dixon said. "There's a whole raft of things that are explicitly called out, but they're not limited to what's in the code itself. They're really about principles for internal governance and asset stewardship."

LIF reforms to drive specialised advice industry

ALEX BURKE  |  WEDNESDAY, 14 FEB 2018
... forming joint venture partnerships with Pitcher Partners, Honan Insurance Group and HLB Mann Judd. He said this model isn't limited to national professional networks and can (and has) been employed by smaller practices engaging with accounting, legal ...

IOOF partners with GROW Super

KARREN VERGARA  |  TUESDAY, 13 FEB 2018
... concerns over the Treasury's proposal to allow victims of violent crime to access the perpetrator's superannuation within limited circumstances. IOOF technical services manager Josh Rundmann said: "This has the potential to be strongly positive for victims ...

General advice "misleading": Productivity Commission

JAMIE WILLIAMSON  |  WEDNESDAY, 7 FEB 2018
... competition in the Australian financial system, the Productivity Commission argues the use of the term 'advice' should be limited to work undertaken by a professional adviser on behalf of a client. Consumers are unable to clearly distinguish between ...

Investec unveils succession plan

KARREN VERGARA  |  WEDNESDAY, 7 FEB 2018
... October 2018. David van der Walt and Richard Wainwright remain chief executives of Investec Bank plc and Investec Bank Limited respectively. Steve Elliott remains global head of Investec Wealth and Investment. Nishlan Samujh, the current group chief ...

Advisers can fill aged care demand gap: Study

KARREN VERGARA  |  WEDNESDAY, 7 FEB 2018
... Australians tend to seek aged care advice after a medical event or crisis, but this is often too late and their options are limited.

Older Aussies failing to account for longevity risk

JAMIE WILLIAMSON  |  THURSDAY, 1 FEB 2018
... insurance and compulsory saving at retirement. Report author John McCallum said even if people want to plan, there is limited availability of financial products that can assist individuals to efficiently manage the risk of outliving their savings. A ...

Super funds that embrace change will prevail: DST

ALEX BURKE  |  TUESDAY, 30 JAN 2018
... change over time." DST said the involvement of insurers in this process is critical given that most super funds have a limited capability to provide retirement products without collaboration, and that the Federal Government "is signalling a strong preference ...