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Showing 131 - 140 of 574 results for "Directed"

The challenge of articulating value of ongoing advice

CHLOE WALKER  |  WEDNESDAY, 23 NOV 2022
... insurance policy against arrogance and stupidity, because he's far smarter than me," Win joked. "He's very self-directed but I'm his insurance policy, and of course, not all clients are like that, but that's why we charge ongoing fees." Martin ...

Goldman Sachs charged over ESG failures

JAMIE WILLIAMSON, RACHEL ALEMBAKIS  |  WEDNESDAY, 23 NOV 2022
... Employees' Retirement System (MOSERS) has sold all public equities managed by BlackRock. In June, the MOSERS board of trustees directed staff to require BlackRock to abstain from voting proxies on behalf of the plan, "due to concerns with their public ...

Super funds told to report asset valuations more frequently

ANDREW MCKEAN  |  FRIDAY, 18 NOV 2022
... investment options offered, and the level of transactional activity," the regulator said. As such, RSE licensees are directed to develop and monitor early warning indicators to identify emerging liquidity risks, appropriate liquidity buffers within each ...

The future of defined contribution asset allocation

ANDREW MCKEAN  |  MONDAY, 7 NOV 2022
... has raised difficult questions. "Across the years of defined contribution workplace savings, investment strategies have directed worker savings into equity markets in the knowledge that equities outperform over the long term. The risks associated with ...

Federal Reserve raises rates 0.75%

ANDREW MCKEAN  |  THURSDAY, 3 NOV 2022
... to have,' some economists question whether crushing the job market is necessary to bring inflation to heel," a letter directed to Powell said. "Others 'think the central bank should pause to evaluate the impact of its earlier efforts to slow the economy ...

Apex Group brings Global Compliance Solutions to Australia

CASSANDRA BALDINI  |  TUESDAY, 1 NOV 2022
... Singapore and the US. It's now available across more than 13 jurisdictions in four regions. Apex Group's solutions are directed to meet demand from the Australian market in four key areas, including superannuation compliance services, managed due ...

Don't water down YFYS: Grattan Institute

JAMIE WILLIAMSON  |  TUESDAY, 1 NOV 2022
... to assess further expansion of the test, Grattan Institute said, including single-sector, externally managed, member-directed and retirement products. Finally, Grattan Institute said stapling should be implemented in full, but investment will be needed. ...

Westlawn Financial Services cops stop orders

CHLOE WALKER  |  MONDAY, 24 OCT 2022
... their product will reach the target market and have appropriate distribution conditions in place to ensure the product is directed towards the target market." The news comes shortly after the regulator placed similar TMD stop orders on Sydney-based Holon ...

AFSL boss banned by ASIC

CASSANDRA BALDINI  |  TUESDAY, 11 OCT 2022
... inappropriate financial advice and other misrepresentations provided by credit representatives. These determinations directed those entities to pay consumers a total amount of approximately $2.5 million. ASIC deputy chair Sarah Court said directors of ...

APRA unmasks fund outsourcing impacts

ANDREW MCKEAN  |  THURSDAY, 6 OCT 2022
... and capability." Looking ahead, APRA has engaged directly with each of the trustees included in the thematic review and directed supervisory attention to ensuring trustee-specific observations are addressed. It affixed that all sampled trustees were ...