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Showing 221 - 230 of 376 results for "Fold"

Fintechs issued AFSL warning

MARK SMITH  |  THURSDAY, 9 APR 2015
... (ACL), putting themselves in breach of the law and opening themselves up for investigation by the regulator, according to The Fold Legal. Managing director of the law firm, Claire Wivell Plater, said start-ups dabbling on the fringes of financial services ...

Perpetual partners The Fold to help accountants

MARK SMITH  |  TUESDAY, 7 APR 2015
... Super Funds (SMSFs). Under the partnership program, Perpetual has formed a strategic partnership with boutique law firm The Fold Legal, which has prepared more than 400 AFS and ACL licence applications since 2002. "SMSFs have become a significant driver ...

OneVue's platform FUA rise 45%

LAURA MILLAN  |  MONDAY, 2 MAR 2015
... executive Connie Mckeage said. "The development of mFund and greater levels of automation has added new clients and driven a two fold increase in processing efficiency. Outsourced registry is now very well positioned for growth."

Praemium platform passes $3bn milestone

STAFF WRITER  |  TUESDAY, 20 JAN 2015
... 12 months, a 50% increase supported by a particularly strong performance from the Australian SMA. Funds have increased 2.7 fold since we assumed the role of responsible entity of the Australia SMA from Blackrock in December 2012." The company also reported ...

Increased record keeping provisions for advisers

LAURA MILLAN  |  TUESDAY, 18 NOV 2014
... interests, the advice they gave and any conflicts of interests. It must be kept for seven years after the advice was provided. The Fold Legal senior compliance consultant Sonia Cruz said that the new Future of Financial Advice (FoFA) requirements make ...

Low cost retail jumps 82pct

STAFF WRITER  |  MONDAY, 13 OCT 2014
... of the sector, is now managing $5 billion, and the steep upward trajectory of ANZ SmartChoice which has grown more than 5-fold in the past year to reach almost $2 billion. In third place growing almost 80% is ING DIRECT Living Super that manages about ...

Record profits for Standard Life Investments

MARK SMITH  |  THURSDAY, 14 AUG 2014
Standard Life Investments has reported a ten-fold increase in before tax operating profit to a record $190 million for the first half of 2014, up from $15.5 million for the same period last year. Third party inflows of $7.7 billion over the period marked ...

Punishing Putin

BENJAMIN ONG  |  TUESDAY, 4 MAR 2014
... what methinks is his bigger picture ambition - bringing back the sovereigns that one after the other left Mother Russia's fold in the early 1990s back into the Union - the Union of Soviet Socialist Republic. He started with Georgia in 2008, doing it ...

AIA pays advisers to move to hybrid commission

LAURA MILLAN  |  THURSDAY, 27 FEB 2014
... over the long run," Mu said. In an email to advisers AIA said that "hybrid structures are the way of the future." But The Fold Legal managing director Claire Wivell Plater said that "hybrid and even level commissions can still incentivise advisers to ...

Advisers to review privacy compliance

LAURA MILLAN  |  WEDNESDAY, 19 FEB 2014
... required for data collection statements should be added when collecting information, be it face-to-face or by telephone," The Fold Legal senior lawyer Lesley Thorne said. "Privacy policies should also be updated and placed on advisers' websites," she ...

Editor's Choice

Invesco launches new equity fund

ELIZA BAVIN
Invesco said the new fund will give Australian investors access to a systematic global equity strategy with a 20-year track record.

FCA pursues Neil Woodford again

KARREN VERGARA
The Financial Conduct Authority (FCA) is going after failed fund manager Neil Woodford again, this time for allegedly providing unauthorised investment advice via W4.0, his Dubai-based investment platform.

Former APRA deputy chair launches retirement solutions startup

KARREN VERGARA
A former APRA deputy chair has launched CipherIQ, a new venture that provides retirement solutions via account-based pensions in partnership with superannuation funds, financial advisers and retirees.

Global X launches space tech ETF

MATTHEW WAI
Global X has now launched the space tech ETF (ASX: MOON).

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