Search Results | Showing 1521 - 1530 of 1894 results for "Determine" |
| | | ... covers a range of issues including investment objectives and strategy, reserving, expected demographic, procedures to determine adequacy of asset scale, membership and provision of a business plan including volume, costs and fee income. The authorisation ... |
| | | | ... include in a Statement of Advice (SoA) and how to best assess and disclose scope of advice. "We know that it's not easy to determine objective measures for 'quality advice' but the FPA's key message is that the most effective strategy and the answer ... |
| | | | ... to the boutique planning firm in February. ASIC said it will review the suspension within the three month period to determine whether it continues to be necessary. Australian Performance Financial Planning has the right to appeal to the Administrative ... |
| | | | ... generated by realising holdings in these portfolios at depressed values. The challenge for funds in the future is to determine how to better provide for those in and nearing retirement whilst still providing for the bulk of their members who remain in ... |
| | | | ... Specifically, ASIC found Baker did not complete a number of CFPL's Financial Needs Analysis documents, he failed to determine the relevant personal circumstances or make reasonable inquiries in relation to the personal circumstances of clients before ... |
| | | | ... Mercer, with forward projections a necessary outcome. Under the Stronger Super reforms, super trustees will have to determine whether they have scale by ascertaining whether the beneficiaries are at a disadvantage, when compared to other funds if the ... |
| | | | It's that time of the month again folks - the time when we try to second guess what the Reserve Bank of Australia will do to interest rates. Will they? Won't they? Cut interest rates, that is. They will, then again perhaps they won't. Yes, Virginia ... |
| | | | ... actually where often the riskiest assets were so I'm always cynical about only disclosing major holdings - you then have to determine what's major and what's not. "I think it's better to come clean and disclose everything," Medcraft said. Transparency ... |
| | | | Superannuation funds need to readjust their view of fixed interest to see its potential as a pre-retirement asset class and its complexities. Dr Doug McTaggart, chief executive of QIC, said that rather than super funds thinking about fixed interest ... |
| | | | Justin Lannen, portfolio manager of the Macquarie International Infrastructure Securities Fund, will exit the team and be replaced by returning manager, Andrew Maple-Brown. Maple-Brown, who is New York-based, will return to Sydney in April to manage ... |
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