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Showing 1391 - 1400 of 2989 results for "ARRA"

Infocus scores exclusive referral to 450 offices nationwide

ALEX BURKE  |  MONDAY, 6 FEB 2017
Infocus Wealth Management planners will deliver financial advice to over 450 offices throughout Australia via an exclusive referral arrangement with a global accounting firm. NYSE-listed H&R Block, which opened its doors in Australia in 1971, employs ...

State Street star promoted

JAMIE WILLIAMSON  |  THURSDAY, 2 FEB 2017
One of State Street Global Advisors' most well-known fund managers will relocate to Boston to take up a leading role. Olivia Engel, head of active quantitative equity for Asia-Pacific, has been appointed as deputy chief investment officer of SSgA's ...

Google serving to restore trust in advice

JAMIE WILLIAMSON  |  WEDNESDAY, 1 FEB 2017
In a move that will make it easier for consumers to choose a financial adviser, Google star ratings will now appear in search result listings alongside individual advisers' names. Aggregated reviews of advisers on the Adviser Ratings site will now appear ...

ATO calls time on SMSF safe harbour rules

ALEX BURKE  |  MONDAY, 30 JAN 2017
The ATO is warning financial advisers that the safe harbour rules for limited recourse borrowing arrangements in self-managed super funds will be changing this week. Under the new rules, LRBAs must be consistent with either the safe harbour guidelines ...

Instos must stress test: Mercer

JAMIE WILLIAMSON  |  MONDAY, 23 JAN 2017
To make the most of 2017, institutional investors will need to be across market fragmentation, the shift from monetary to fiscal stimulus, capital abundance and long-term structural change. Global consultant Mercer says these themes all present risks ...

ASIC calls time on super disclosure exemption

ALEX BURKE  |  FRIDAY, 20 JAN 2017
In preparation for the July 1 deadline, ASIC notified Australian super fund trustees that employer subplans will no longer be exempt from disclosure requirements. Under the current arrangements, employer subplans within super funds, which allow corporates ...

Product conflicts in retail banking: ABA report

ALEX BURKE  |  THURSDAY, 19 JAN 2017
A report commissioned by the Australian Bankers' Association highlights potential conflicts in product sales commissions and product-based payments used for retail banking staff, echoing the concerns that led to the Future of Financial Advice reforms. ...

No deal is better than bad deal on Brexit

BENJAMIN ONG  |  WEDNESDAY, 18 JAN 2017
"Not partial membership of the European Union, associate membership of the European Union, or anything that leaves us half-in, half-out. We do not seek to adopt a model already enjoyed by other countries. We do not seek to hold on to bits of membership ...

Advice firm creates aged care subsidiary

JAMIE WILLIAMSON  |  FRIDAY, 13 JAN 2017
A Queensland financial advice practice is launching a subsidiary business assisting the elderly transition into aged care. Gold Coast-based Wealth Planning Partners has established Trusted Aged Care Services to provide a suite of services to families ...

Saxo revamps margin trading facility

ALEX BURKE  |  WEDNESDAY, 11 JAN 2017
Saxo Capital Markets launched a new service to allow clients to post multiple listed assets as collateral for margin trades. Under the new arrangement, clients can now use existing physical stocks, bonds and ETFs for trades including contracts for difference ...