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Showing 2011 - 2020 of 6696 results for "Securities"

FPA helps advisers with life insurance

DARREN SNYDER  |  WEDNESDAY, 14 OCT 2015
... Practice to life-risk advice." FPA chief executive, Mark Rantall, said the guide incorporated elements of the Australian Securities and Investments Commission (ASIC) Life Insurance Advice Checklist and positioned this as best practice principles that ...

UBS releases mFund basket

ALEX BURKE  |  TUESDAY, 13 OCT 2015
... Fund - Balanced, UBS Tactical Beta Fund - Growth, UBS Tactical Beta Fund - Conservative, UBS Clarion Global Property Securities Fund and UBS Property Securities Fund. "We are excited to add eleven of our core funds onto the mFunds settlement service," ...

ASIC funding model needs "meat on the bones"

LAURA MILLAN  |  TUESDAY, 13 OCT 2015
... The organisation said that the government's consultation paper 'Proposed Industry Funding Model for the Australian Securities and Investments Commission' lacks detail about how the model would work, how it will benefit the industry and analysis of possible ...

Inflation expectations says no

BENJAMIN ONG  |  TUESDAY, 13 OCT 2015
... tapering QE. Back then the yield differential between the nominal 10-year Treasuries and Treasury Inflation Protected Securities (TIPS) - inflation expectations - was above the Fed's 2% inflation target and the 5-year differential not too far below. ...

AB fund receives Lonsec rating

ALEX BURKE  |  MONDAY, 12 OCT 2015
... high risk tolerances who want the potential for long-term capital growth and some income by investing in global equity securities." "We are very pleased to receive this rating. We believe the Fund, given its high conviction approach to security selection ...

Australian custody market grows to $2.8 trillion

DARREN SNYDER  |  FRIDAY, 9 OCT 2015
... the association's members were looking after assets worth around 176% more than the market value of the Australian Securities Exchange (ASX). Knights said the core purpose of ACSA - and indeed custodians - is to safeguard assets. "Growth in unlisted ...

Household is the future of advice

ALEX BURKE  |  FRIDAY, 9 OCT 2015
... us, and many planners thought they could do administration on their own, but when you start holding more than a few securities in that structure there's a lot more data to throw around," she said. She explained that overseas it's becoming increasingly ...

CBA publicly welcomes former staff bans

MARK SMITH  |  THURSDAY, 8 OCT 2015
The Commonwealth Bank has publicly welcomed the Australian Securities and Investment Commission's (ASIC) decision to ban former CFPL financial planners, Sharnie Kent and Stuart Jamieson. In a press release issued by the bank it said it reported concerns ...

Endeavour joins new OneVue platform

ALEX BURKE  |  WEDNESDAY, 7 OCT 2015
Endeavour Securities has white-labelled OneVue's new LUMINOUS platform. Endeavour, which is owned by the Linchpin Capital Group, will use the platform to support its superannuation fund and investor directed portfolio services. "OneVue is pleased to ...

Managed Accounts challenge to retail wealth groups

ALEX DUNNIN  |  WEDNESDAY, 30 SEP 2015
... controlling themselves. For example, in managed accounts model portfolios, the end investor is the beneficial owner of the securities in the model fund and this requires investment managers to administer their funds differently even if some of the model ...