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Showing 1431 - 1440 of 4056 results for "LIT"

The challenges of modern estate planning

ALEX BURKE  |  WEDNESDAY, 26 JUL 2017
Ageing populations giving rise to an increasing number of blended families will drive up complexity in estate planning, according to Bartier Perry Lawyers executive lawyer Chris Tsovolos. Speaking at the inaugural Financial Standard Best Practice Forum ...

Surge in adviser demand for managed accounts: Research

KARREN VERGARA  |  MONDAY, 24 JUL 2017
The number of advisers allocating clients' new money or inflows to managed accounts have almost trebled in the last four years, joint research from NAB and Investment Trends shows. This figure has jumped "very substantially" from 10% in 2013 to 26% ...

Asset managers feeling profit squeeze

KARREN VERGARA  |  FRIDAY, 21 JUL 2017
Profit margins of asset managers globally contracted for the first time since the Global Financial Crisis, research from the Boston Consulting Group shows, warning fee pressures are continuing to rise across the industry. Despite global assets under ...

Association launches retirement savings research hub

JAMIE WILLIAMSON  |  TUESDAY, 18 JUL 2017
The SMSF Association will establish a 'policy think tank' to provide thought leadership for the retirement savings market on financial and non-financial issues. The Global Centre of Excellence for Retirement Savings will be based in Adelaide and will ...

Sydney RE to pay for false ads

JAMIE WILLIAMSON  |  MONDAY, 17 JUL 2017
The Federal Court of Australia penalised a Sydney-based managed investment services boutique for falsely claiming that its projects were approved by ASIC. Huntley Management operates as a responsible entity and custodian for registered schemes and as ...

Countplus sells off underperformers and merges firms

ALEX BURKE  |  FRIDAY, 14 JUL 2017
Countplus merged two member firms and sold three others following its strategic review which also led to the group not paying a dividend for the June 30 quarter. The firms being sold, Countplus explained, generated an aggregate operating loss of about ...

Responsible investment continues to gain acceptance among investors

EMMA RAPAPORT  |  MONDAY, 10 JUL 2017
A growing acceptance of responsible investment by millennials, women, affluent investors and institutional investors is moving the approach from being considered niche and product-specific to one which has broader appeal among global institutional and ...

Vamos returns as governance firm chief executive

ALEX BURKE  |  MONDAY, 10 JUL 2017
Former long-serving chief executive of the Association of Superannuation Funds of Australia, Pauline Vamos, has become the chief executive of a firm providing ESG research to institutional investors. From today, Vamos will take the helm at Regnan, which ...

Data dictates immediate BOE action

BENJAMIN ONG  |  WEDNESDAY, 5 JUL 2017
No one expected the Reserve Bank of Australia (RBA) to raise or lower the official cash rate from its current 1.5% when its board met on the 4 July, but only a few expected the Australian central bank to follow its bigger overseas peers into a more ...

Fortnum inks advice fintech deal

ALEX BURKE  |  TUESDAY, 4 JUL 2017
Fortnum Financial Advisers is partnering with a provider of real-time data, budgeting and reporting software to augment its client engagement strategy. Under the new partnership, Fortnum will distribute MoneySoft's cashflow and budgeting tool through ...