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Showing 181 - 190 of 1635 results for "Recommended"

Changing retirement landscape needs regulatory framework: Actuaries Institute

CASSANDRA BALDINI  |  MONDAY, 4 DEC 2023
... said. "There is also a role for tools and technologies to support the personal advice provider." Lastly, the paper recommended being bold in reforming advice, which encompasses exploring the new legislative framework for financial advice. "This new home ...

Income investors to thrive in 2024: Report

CHLOE WALKER  |  MONDAY, 4 DEC 2023
... to the report, selecting dividend-paying stocks carefully is essential while avoiding the risk of dividend cuts. It recommended financials, UK equities, and infrastructure as the areas that offer attractive dividends. Wacher said it's important to understand ...

British banker to become RBA deputy governor

CHLOE WALKER  |  TUESDAY, 28 NOV 2023
... deep central banking experience and offering a fresh, global perspective to the work of the RBA. "Hauser comes highly recommended for the position of deputy governor of the Reserve Bank, and his appointment will help ensure we have the most effective ...

LGT Crestone offers exclusive access to the Princely family fund

CHLOE WALKER  |  MONDAY, 27 NOV 2023
... ESG and climate considerations integrated at all levels within the investment process." The Princely Strategy is 'recommended' by the LGT Crestone Investment Committee. While the GIM portfolio includes an LGT Capital Partners liquid alternatives product ...

Paraplanners unfazed by QAR, AI: Survey

KARREN VERGARA  |  WEDNESDAY, 22 NOV 2023
... and express high job satisfaction, this is however, lower than the 69% reported in last year's survey. The QAR recommended that Statements of Advice (SoAs) should be replaced with an advice record that is more fit-for-purpose. However, in the first ...

Pacific Current Group wraps up buyout talks

JAMIE WILLIAMSON  |  THURSDAY, 16 NOV 2023
... determined the review of strategic transactions to sell the entire business has not resulted in a binding offer that can be recommended to shareholders. It added it also considered other potential strategic alternatives. "In light of this, the PAC board ...

E&P settles class action for $16m

KARREN VERGARA  |  WEDNESDAY, 15 NOV 2023
... proceedings against E&P, former chief executive Alan Dixon and former director Christopher Brown, claiming that advisers recommended clients invest in products that were conceived, developed, and promoted by the group and were not in clients' best ...

Nominations open in FS Sustainability Power50

RACHEL ALEMBAKIS  |  TUESDAY, 14 NOV 2023
... government announced plans to make climate reporting mandatory from 1 July 2024, a review of the Modern Slavery Act recommended meaningful reforms to enhance protections of human rights and Treasury announced a long-anticipated sustainable finance strategy. ...

Adviser levy discount amounts to $8m saving

KARREN VERGARA  |  FRIDAY, 10 NOV 2023
... encourage further changes including the implementation of the improvements to the Industry Funding Model that were recommended by Treasury in its recent review," Abood said. Separately, the FAAA hired Louise Trevaskis to the newly created role of head ...

Local fund managers lag global peers: FSC

CHLOE WALKER  |  FRIDAY, 27 OCT 2023
... that fail the 'widely held' test to remove unnecessary barriers to the adoption of the vehicle. The FSC also recommended the government consider reviewing the existing tax rules that apply to foreign partnerships or hybrid entities with the goals ...