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Showing 1491 - 1500 of 1894 results for "Determine"

SSgA names wholesale vice president

LINDA HAUSKEN  |  FRIDAY, 24 AUG 2012
... channel," said Peter Mitchell head of business development for Australia and New Zealand at SSgA. In her new role, she will determine the most effective way to expand our institutional services and diverse range of investment solutions across active ...

Fed's about to go... or not?

BENJAMIN ONG  |  THURSDAY, 23 AUG 2012
... the day, "incoming information on economic and financial developments" leading up to the September FOMC meeting will determine whether the Fed provides "additional accommodation"... or not. Better if it's "or not" because it implies that the economy ...

QLD adviser cops five year ban

LINDA HAUSKEN  |  TUESDAY, 21 AUG 2012
... in misleading and deceptive conduct between 1 January 2006 and 31 March 2011. The regulator found that she failed to determine the personal circumstances of her clients when giving advice. She also failed to provide Statements of Advice on providing ...

Vision Super issues shortfall liability notices

MELANIE TIMBRELL  |  WEDNESDAY, 15 AUG 2012
Local Victorian councils have received notification of the individual liabilities they face to cover the $400 million shortfall on a Vision Super defined benefit scheme. Each local authority's liability is determined on the number of active members ...

Decouple next-gen education from estate planning conversation

MELANIE TIMBRELL  |  TUESDAY, 14 AUG 2012
Financial education for younger generations from families of wealth should be a separate issue from wealth transfer planning and deserves to be treated as such. That's the message from Andrew Hewison, director and private client adviser at boutique ...

Further dark pool regulation premature: Fidessa

MELANIE TIMBRELL  |  MONDAY, 13 AUG 2012
... between 14% and 43% in the current calendar year. However, he said dark pools are too young in Australia to adequately determine whether more regulation is needed and that a healthy mid tier of operators was required to avoid concentration problems ...

All advice scaled in proposed ASIC guidance

MELANIE TIMBRELL  |  FRIDAY, 10 AUG 2012
... filtering process. "For example, to meet the best interests duty, we would expect you to ask a series of questions to determine how advice that is limited in scope can be provided to a client in a way that complies with your personal advice obligations ...

Strategy & name change for Aberdeen fund

LINDA HAUSKEN  |  FRIDAY, 10 AUG 2012
... automatically be transferred to the revised Real Return Fund." Yap suggests investors seek independent financial advice to determine whether this fund's revised investment approach remains consistent with their existing risk/return expectations and how ...

AusSuper introduces new member risk framework

MELANIE TIMBRELL  |  WEDNESDAY, 1 AUG 2012
AustralianSuper has changed the way risk is described in investment options in an effort to help members make clearer choices based on their individual time frames. Modelling and consumer research was used as the basis for determining the most effective ...

Trust tax reform can be split

MELANIE TIMBRELL  |  TUESDAY, 31 JUL 2012
Assistant Treasurer David Bradbury's announcement yesterday of a further delay to tax reform for trusts has sparked debate over the relative merit of using the same timetable for a number of reform strands. Speaking at a CPA Australia lunch yesterday ...