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Showing 191 - 200 of 376 results for "Fold"

Record turnout drives Managed Accounts Forum success

KARREN VERGARA  |  MONDAY, 18 SEP 2017
... presentations, which this year featured tandem speakers of a managed accounts expert and a financial adviser's case study. The Fold Legal managing director Claire Wivell Plater kicked off the day with a well-rounded overview of the regulatory, legal ...

ASIC toughens MDA suitability rules

KARREN VERGARA  |  THURSDAY, 14 SEP 2017
... review requirements, a legal expert warns. Presenting at today's Financial Standard Managed Accounts Best Practice Forum, The Fold Legal managing director Claire Wivell Plater said the requirements are an interesting and new development ASIC is currently ...

Investors happier with online broking: Investment Trends

JAMIE WILLIAMSON  |  THURSDAY, 14 SEP 2017
... fastest growing drivers of switching intentions at the moment, with the proportion of switchers who cite this increasing three-fold in the last 12 months." However, over the same period, only 4% of investors opted to leave their existing broker for another ...

Managed Accounts Forum draws record crowd

JAMIE WILLIAMSON  |  FRIDAY, 8 SEP 2017
... jargon' presented by one of the foremost experts on managed account regulation, Claire Wivell Plater, managing director of The Fold Legal. Under the theme 'The Adviser Showcase', there will be seven financial advisers/practice owners presenting their ...

Trump and Kim go ballistic

BENJAMIN ONG  |  FRIDAY, 11 AUG 2017
... Virginia, that's Trump and Kim going ballistic once again as they play high stakes ICBM poker. Who will be the first to blink and fold? From what we already know of each players' character and temperament neither Donald nor Jong-un would back down. Financial ...

EOFY: Super funds to hit double digit returns

STAFF WRITER  |  FRIDAY, 30 JUN 2017
... superannuation funds on average have recorded double digit benchmark returns, Rainmaker noted. The past 12 months were a three-fold improvement on 2015-16 where super funds delivered a positive yet modest average return of 2.9%. The researcher notes ...

Education key in combatting elder financial abuse

JAMIE WILLIAMSON  |  TUESDAY, 6 JUN 2017
... Kath Anderson said 48,084 scams were reported to the ATO between July and October last year. "We have already seen a five-fold increase in scams from January to May this year and typically expect further increases during the tax time period," Anderson ...

Government bond issuance to fall 20pct

ALEX DUNNIN  |  WEDNESDAY, 10 MAY 2017
... this debt amount has doubled during the life of Coalition government, during the previous Labor government it increased five-fold from $53 billion to $258 billion. Since 2015 the amount of this debt held by foreigners has remained steady on about $275 ...

Global bank tests customer service 'bot'

KARREN VERGARA  |  THURSDAY, 20 APR 2017
... third-party online payment platform Alipay, generated US$2.9 trillion in digital social payments in 2016. It represents a 20-fold increase in the past four years. Better Than Cash Alliance said social networks and e-commerce platforms are growing in ...

Coles sheds life insurance offering

JAMIE WILLIAMSON  |  MONDAY, 10 APR 2017
... superannuation, when contrasted against the 2015 super fund High Risk group insurance benchmarks. The price increased three-fold for low risk members and four-fold for non-Fly Buys members. Coles hasn't withdrawn from financial services altogether though ...