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Showing 141 - 150 of 157 results for "White Paper"

FOFA heats up competition for planners

ELISE BURGESS  |  TUESDAY, 24 JAN 2012
... to CoreData, with consolidation a likely outcome as smaller practices move to cut costs and hold wide margins. In a white paper about the industry reaction to the impending introduction of the Future of Financial Advice (FOFA) reforms, Planning for Success ...

Issues beyond the FOFA horizon

ELISE BURGESS  |  WEDNESDAY, 18 JAN 2012
... panel session looked at the issues facing the advice industry beyond FOFA that are not being addressed. In a recent white paper from software provider Decimal, "Beyond FOFA - five fault lines shaping the 'real' future of financial advice", it discussed ...

Mid-sized licensees to disappear: CoreData

ELISE BURGESS  |  TUESDAY, 15 NOV 2011
... while new forms of advice will reign, according to a research paper from CoreData. In its "Licensee of the Future" white paper, CoreData states that the traditional dealer group model is "dead in the water" as large scale institutional licensees prepare ...

Regulators chase social media

ELISE BURGESS  |  FRIDAY, 11 NOV 2011
... actions from advisers, dealer groups and investment managers to successfully navigate social media. In Advent Software's white paper, Social media in investment management, it discusses the various states of regulation in global financial advice markets ...

Brand reputation key to mandate wins

MATT WOODINGTON  |  MONDAY, 26 SEP 2011
... attrition. "One of the bits of feedback we heard from pension funds in the US was that they are really sick of the old 'white paper'," said Carden Calder, managing director BlueChip Communication. Calder said that the research findings in the US mirrored ...

FS Advice launched

RACHEL DAVIS  |  WEDNESDAY, 17 AUG 2011
The new look Australian Journal of Financial Planning, now called FS Advice, has been launched at the Rainmaker Advisers Big Day Out in Terrigal, on the NSW central coast. The journal has been redesigned to align it with the suite of Financial Standard ...

AMP wins $113m new mandate

ALISON BEVEGE  |  FRIDAY, 17 JUN 2011
AMP Capital Investors has won a $113 million superannuation mandate from industry fund Energy Industries Superannuation Scheme. The new charter was apportioned in the March quarter according to Rainmaker Research. Energy Industries, a public sector ...

Dropping home ownership rates leave retirement funding hole

ALISON BEVEGE  |  TUESDAY, 31 MAY 2011
... yesterday. The worrying figures come from research tabled in the industry fund's Home Ownership and Superannuation White Paper, which is to be published in the August edition of FS Super. At present, just 15 per cent of retirees do not own their own ...

Legg Mason funds plug retiree gap

ELISE BURGESS  |  TUESDAY, 10 MAY 2011
... accumulation versus de-accumulation design to better accommodate advisers and their clients. Legg Mason said in their white paper research Rethinking portfolios for retirement, that the industry has been too focused on accumulating assets without acknowledging ...

ETFs distort stock fundamentals

ALEX DUNNIN  |  WEDNESDAY, 3 NOV 2010
... are contributing to the market being driven more by macro sentiment than fundamentals," they said in their recent white paper titled Hedge Funds Struggle with the New Market Order. Hennessee said low quality stocks are consistently outperforming the ...