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Showing 141 - 150 of 475 results for "Discover"

From fines to prosecution: The penalties are in

ELIZA BAVIN  |  THURSDAY, 21 MAY 2020
The Australian Taxation Office has provided insight as to the penalties that will apply to Australians who have accessed the Early Release of Super scheme despite not being eligible. The ATO has urged all Australians to carefully review the eligibility ...

Client drags advice firm, advisers to court

KANIKA SOOD  |  WEDNESDAY, 20 MAY 2020
A woman has dragged an advice firm and its leads to court, claiming they took control of her bank accounts and misappropriated about $1.4 million of her money. Danusia Giam is seeking compensation from Melinda and Robert Patterson and three related ...

Allan Gray appoints head of adviser distribution

KANIKA SOOD  |  TUESDAY, 5 MAY 2020
The asset manager has appointed a head of adviser distribution, amid changes to the team. LJ Collyer is moving into the role after 15 years with Allan Gray, most recently as the New South Wales state manager. Allan Gray has also appointed former state ...

Chief economist update: Labor Day mayday

BENJAMIN ONG  |  FRIDAY, 1 MAY 2020
It would have been funny had it not been for the gravity of the circumstances the planet has found itself in these days of the coronavirus pandemic. For right on the eve of "Labor Day", the US Department of Labor reports that more than 30 million Americans ...

Pandemic puts pressure on ETF spreads

ALLY SELBY  |  WEDNESDAY, 29 APR 2020
The spreads on many exchange-traded products were wider than usual amid the COVID-19 market crash, with price discovery becoming increasingly more difficult. That's according to ETF Securities co-head of sales Kanish Chugh, who pointed to global equity ...

COVID-19 ETP market winners, losers

ELIZABETH MCARTHUR  |  TUESDAY, 28 APR 2020
New Rainmaker research has revealed the winners and losers in the exchange traded product (ETP) market during the quarter to March's COVID-19 induced volatility. March 2020 was characterised by sharp falls and rises in equities as investors grappled ...

The next big short

ALLY SELBY  |  THURSDAY, 23 APR 2020
... becoming larger, and that's very dangerous," he said. "Eventually I think the market will wake up one way or another to discover that all of these stocks are going higher and higher, and not because of any fundamental value in the business." Companies ...

Managed accounts use broadens

HARRISON WORLEY  |  WEDNESDAY, 22 APR 2020
Latest research on financial advisers' use of managed accounts shows their increasing popularity among advisers with lower-balance clients. Once reserved for wealthy clients, managed accounts are proving popular for financial advisers with lower-balance ...

Not the time to sell products

HARRISON WORLEY  |  THURSDAY, 16 APR 2020
... solution because we wanted to understand what the problem was. We've taken the same approach to this pandemic. What you discover is that it's health first. I worry about my financial future once I get a greater degree of confidence around what this ...

Count Financial adds tech integrations

ALLY SELBY  |  THURSDAY, 2 APR 2020
Count Financial has launched a series of back-end tech integrations to improve adviser efficiencies and deliver better experiences for clients. The new integrations have helped save the licensee thousands of man-hours. Countplus chief executive and ...