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Showing 1841 - 1850 of 17575 results for "Report"

Quality is worth paying for in 2024: UBS

CHLOE WALKER  |  THURSDAY, 23 NOV 2023
... believes investors should look to quality stocks and bonds for positive returns. Outlined in its recent Year Ahead 2024 report, the UBS CIO team said as interest rates fall, quality bonds will deliver both attractive income and capital appreciation. ...

Perth Mint enters voluntary enforceable undertaking

CASSANDRA BALDINI  |  THURSDAY, 23 NOV 2023
Perth Mint has entered an enforceable undertaking (EU) with AUSTRAC to improve compliance with Australia's anti-money laundering and counter-terrorism financing (AML/CTF) laws. In August, the financial crimes regulator ordered the appointment of ...

ASIC freezes out former Magnolia Capital director

ANDREW MCKEAN  |  WEDNESDAY, 22 NOV 2023
... financial advice and services in relation to secured lending transactions and share investment. Notably, a liquidator's report filed with ASIC for 13 of these companies showed that they were unable to pay their unsecured creditors more than 50 cents ...

Paraplanners unfazed by QAR, AI: Survey

KARREN VERGARA  |  WEDNESDAY, 22 NOV 2023
... document, certain service-oriented firms/licensees may still require an advice record to be provided to their clients," the report read. When asked about the anticipated impact of the QAR on enhancing client experiences, paraplanners said they are not ...

AFCA secures $1.2bn in refunds

CASSANDRA BALDINI  |  TUESDAY, 21 NOV 2023
Since its inception, the Australian Financial Complaints Authority (AFCA) has clawed back $1.2 billion in compensation and refunds for more than 400,000 consumers and small businesses. Reaching its fifth year in operation, AFCA explained its efforts ...

Colonial First State enhances FirstChoice with Elemnta

CHLOE WALKER  |  TUESDAY, 21 NOV 2023
Colonial First State (CFS) rolled out a major enhancement to FirstChoice, reducing set-up time for new and existing accounts by up to 80%. CFS has worked with Elemnta to allow advisers to use existing client data via an integration with Xplan, reducing ...

Robo-adviser reaches US$50bn milestone

KARREN VERGARA  |  MONDAY, 20 NOV 2023
... spooked investors, muted client interest, and regulatory strangulation. A new analysis by KPMG, the Australian fintech survey report 2023, highlights that more than half of fintechs find the current economic conditions more challenging than last year. ...

Product modernisation will strengthen retirement outcomes: FSC

CHLOE WALKER  |  MONDAY, 20 NOV 2023
... highlights the case for a mechanism to support broader "modernisation" of superannuation and managed investment schemes. The report suggests current legislative and tax settings are inconsistent in that they support the mergers of whole superannuation ...

Aussie investors optimistic about returns

CHLOE WALKER  |  FRIDAY, 17 NOV 2023
... the global average to invest in gold, silver, precious metals (43% versus 39%), and cryptocurrency (40% versus 33%). The report highlighted that Australian investors believe they can easily access private asset markets through their financial advisers ...

Advisers turning to cash, fixed income: Data

CHLOE WALKER  |  FRIDAY, 17 NOV 2023
... making up 15% of new client inflows this year, according to Investment Trends. The 2023 Adviser Product and Marketing Needs report revealed that one in four advisers recognise the significant impact of yield considerations and recessionary fears when ...