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Showing 181 - 190 of 659 results for "Perfect"

IDII pitfalls advisers should avoid

KARREN VERGARA  |  WEDNESDAY, 22 SEP 2021
... weightings - which is clients' objectives, financial circumstances and needs, Cameron said. "Nobody expects your advice to be perfect, not even ASIC or AFCA. There are always going to be surprises, and choices and a multitude of ways in which your clients' ...

Whitehelm Capital sells to German manager

KANIKA SOOD  |  TUESDAY, 14 SEP 2021
... Advisers merged their infrastructure operations. "We are really excited about partnering with PATRIZIA. They represent a perfect cultural and strategic fit and will enable us to expand our client reach especially in Europe, providing access to their ...

APRA leaves door open for benchmark tweaks

KANIKA SOOD  |  WEDNESDAY, 1 SEP 2021
... which drew censure from many superannuation funds and their consultants. "We know it [index for unlisted assets] is not perfect," she said. "When we put out our heatmap, we used listed indices because we couldn't find a decent unlisted index. A number ...

WTL posts $3.3m loss

KARREN VERGARA  |  WEDNESDAY, 1 SEP 2021
WT Financial Group (WTL) reported a huge loss in FY21 as a result of its restructuring efforts. While revenue grew 6% to $13.6 million, WTL recorded a $3.3 million loss, down from $594,000 in FY20. This is a result of one-off write-downs and provisions ...

HESTA defines perfect merger partner

ANNABELLE DICKSON  |  TUESDAY, 31 AUG 2021
For any super funds eyeing the $64 billion industry fund as a potential merger partner, its chief investment officer has outlined the criteria they'd have to meet. Sonia Sawtell-Rickson appeared in a session at the Australian Institute of Superannuation ...

Consumer group slams super self-assessments

ELIZABETH MCARTHUR  |  MONDAY, 30 AUG 2021
... other funds with similar issues. "Disappointingly, every fund gave themselves a pass mark and half deemed themselves so perfect they didn't need to improve in any area at all. This is despite many of the same funds being highlighted by the regulator ...

Investment Trends adds to team

KANIKA SOOD  |  TUESDAY, 3 AUG 2021
... reports to Investment Trends' director of research Irene Guiamatsia. "Kurt's experience, competence and charisma is the perfect addition to our team of dedicated analysts and data scientists, that together strive for a singular objective - to provide ...

Stake taps FinClear for ASX offering

ELIZABETH MCARTHUR  |  FRIDAY, 25 JUN 2021
Magellan-backed FinClear has been selected by Stake for trading, execution and clearing services as it moves into Aussie equities. Commission-free digital brokerage platform Stake recently announced it will add Australian equities to its platform, after ...

Catholic, Equip SFT to see Fairley exit

JAMIE WILLIAMSON  |  FRIDAY, 18 JUN 2021
With Catholic Super and Equipsuper set to officially merge at the end of the month, chair Andrew Fairley will hand over the reins - but he has "no interest in going home to mow the lawns". After more than 12 years at the helm of Equip, two of which ...

Chief economist update: The devil's in the headline US payrolls number details

BENJAMIN ONG  |  TUESDAY, 8 JUN 2021
The US dollar weakened, so too did the yield on 10-year US Treasuries while the equity market's benchmark indices closed on the up and up as inflation expectations in Uncle Sam's county eased, calming concerns that the US Federal Reserve would ...