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Showing 121 - 130 of 952 results for "Notes"

Adviser exits spur innovation: Report

ANDREW MCKEAN  |  MONDAY, 6 MAR 2023
... advice providers are focused on pitching to corporate customers like larger licensees and superannuation funds. The report notes a rapid increase in advice planning software providers for Australian financial advisers, including many global players driven ...

The unprecedented economic forces shaping the world

ANDREW MCKEAN  |  THURSDAY, 23 FEB 2023
... 1930s due to the combined impact of strong inflationary and deflationary pressures, as well as high asymmetric risks. He notes that the deflationary pressures that have been present for the past 30 years are still with us, and that addiction to debt ...

The super investments driving future economic growth

ANDREW MCKEAN  |  WEDNESDAY, 22 FEB 2023
... infrastructure research paper said superannuation will play a key role in funding Australia's future infrastructure. It also notes super funds have made significant progress in growing their infrastructure assets over the past decade, increasing ...

Former planner pleads guilty to dishonest conduct

CASSANDRA BALDINI  |  FRIDAY, 27 JAN 2023
... corporate watchdog found on seven more occasions during November 2015, Grimm dishonestly transferred shares and convertible notes owned by his clients' SMSF to Equity Capital Partners Hedge Fund, without advising his client he was the sole director. ...

Bloomberg pays US$5m in SEC charges

CASSANDRA BALDINI  |  TUESDAY, 24 JAN 2023
... admitting or denying the findings. It also agreed to cease and desist from future violations. The SEC concluded its order notes found Bloomberg voluntarily engaged in remedial efforts to make improvements to its BVAL line of business.

Mixed outlook for paraplanning: Study

ANDREW MCKEAN  |  FRIDAY, 20 JAN 2023
... an argument can be made that the cost of advice is mainly due to the rest of the advice process, including meetings, file notes, admin, chasing up information from clients and product providers, compliance with a licensee and navigating software. As ...

2023 will be better for bonds: Experts

CASSANDRA BALDINI  |  TUESDAY, 10 JAN 2023
... It said three "compelling" ways to gain exposure to floating rate instruments are through investment grade floating rate notes (FRNs), collateralised loan obligations (CLOs) and business development companies (BDCs). High yields have made a comeback ...

More alpha gains through ops

ELIZABETH FRY  |  TUESDAY, 13 DEC 2022
... particular areas, but you do not necessarily need them to have worked on a derivatives portfolio for 15 years,' she notes. "Understanding how investments works is a good solid grounding for operational specialists. Younger generations can do well ...

Industrial property ensures big wins for TelstraSuper

ELIZABETH FRY  |  MONDAY, 21 NOV 2022
... Buoyed by the retirement income covenant, pension funds are gearing up to meet a growing need for retirement products. Miller notes that up until now, most have focused on the accumulation phase of superannuation. "I'd say the majority of funds are ...

If it ain't broke, don't fix it: Graham

CHLOE WALKER  |  FRIDAY, 18 NOV 2022
... documents on any level," he said. "One of the things Michelle Levy says is that you don't need SOAs because you have file notes. Well, the problem with that is that clients don't get file notes." He likened it to buying a fridge and being told ...