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Showing 151 - 160 of 583 results for "Directed"

No surprise advice industry fears ASIC: Panel

CASSANDRA BALDINI  |  FRIDAY, 23 SEP 2022
... contributed to a problem of inefficient advice processes by adding additional steps that arguably are not required by law. He directed the first question to Sciacca and pointed out that Quality of Advice Review chair Michelle Levy was surprised by the ...

Atlas Arteria ignores IFM opposition to latest deal

JAMIE WILLIAMSON, ANDREW MCKEAN  |  TUESDAY, 13 SEP 2022
... alongside OTPP which has retained its 33.33% interest. Yesterday, following media speculation about the deal and in a letter directed to Atlas Arteria chair and director Debbie Goodin, IFM Investors said it had already communicated its reservations in ...

BlackRock, NAB Private Wealth unveil iShares ETF suite

CASSANDRA BALDINI  |  WEDNESDAY, 17 AUG 2022
... sustainability-related opportunities over the long term," he explained. "Additionally, the rise of millennials and new self-directed investors have given rise to megatrend investing as they seek to take advantage of the transformative growth trends that ...

Fiducian sees record inflows, eyes expansion

JAMIE WILLIAMSON  |  TUESDAY, 16 AUG 2022
... advisers is expected to deliver funds flows that exceed our recent record-breaking year. Significant effort is being directed to distribution of new products and services and as well, we remain on the lookout for further earnings per share accretive ...

Competition for adviser relationships fierce: Report

ANDREW MCKEAN  |  MONDAY, 15 AUG 2022
... platforms has reached a 10-year record high average of three, with advisers increasing the proportion of new business directed to secondary platforms at the expense of their main platform. The use of multiple platforms by advisers means that platform ...

Advisers receive guidance on rights under FSCP

JAMIE WILLIAMSON  |  THURSDAY, 4 AUG 2022
... the chair of the sitting panel. Advisers can also apply to ASIC to have a decision varied or revoked where the decision directed the adviser to undertake further training, supervision, counselling, reporting, or where an order suspending or cancelling ...

July 1 super changes: Are you ready?

CASSANDRA BALDINI  |  THURSDAY, 30 JUN 2022
... MySuper products in 2021. The test, introduced under the Your Future, Your Super reforms, has been extended to trustee-directed products (TDPs) from July 1. Finally, the long-awaited Retirement Income Covenant (RIC) that has been introduced to the Superannuation ...

APRA sheds light on YFYS Performance Test

CASSANDRA BALDINI  |  THURSDAY, 16 JUN 2022
... adding new answers to its website. The test applies from July 2021, to My Super products and from July 2022 to trustee-directed products. APRA said it will not use data submitted after August 15 for the performance test. "For the relevant assessment ...

SMSF establishments on the rise

ELIZABETH MCARTHUR  |  TUESDAY, 26 APR 2022
... opened during July-September 2021 relative to the corresponding quarter in the previous financial year, driven by self-directed investors while the 2021 calendar year had a 5% growth on the total book. However, since this period, the advised segment ...

Australian Ethical, Christian Super explore merger

JAMIE WILLIAMSON  |  WEDNESDAY, 6 APR 2022
After having been directed to merge by APRA, Christian Super has signed a Memorandum of Understanding to do so with Australian Ethical. In a statement to the ASX, Australian Ethical said the two parties are undertaking due diligence to explore possible ...