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Showing 231 - 240 of 254 results for "Change of"

Change of fund under choice regime not mandatory: FPA

... superannuation fund members not to be pressured into changing funds once choice of fund legislation is introduced particularly if change of fund is completely unnecessary. FPA superannuation committee chair and Asteron head of technical services Louise ...

Rivkin Financial Services begins shareholder push to sell broking business

... voted upon at the group's general meeting held later this month. On the table will be six motions which including a change of name to Scarborough Equities, the sale of the stockbroking business to IWL and the buy-back of shares from IWL subsidiary Pinnacle ...

Study finds divorce significantly impacts wealth creation

... at providing financial advice for significant lifecycle moments. AMP identified events such as divorce, redundancy, change of job and retirement as such moments.

Super choice will place more emphasis on planners' professional development

... new five-item initiative includes a 37-point product comparison checklist for all financial advisers recommending a change of superannuation fund such that the advice is well considered, transparent, and appropriate for the client's requirements; implementation ...

7.5% of super assets likely to move due to choice

... total superannuation assets as part of the exercise. The main reasons many consumers are sighting as the catalyst for change of fund are lack of performance and an unacceptable fee structure. However the news is not all bad for retail funds as these ...

ASIC assesses churning and misselling

... remuneration agreements or other limitations that may affect their recommendations. In addition advisers recommending a change of fund to their client must compare the client's existing fund with the recommended fund; must make known the costs, loss ...

SERF gets a FEAL for chair

The Fund Executives Association (FEAL) has appointed Stevedoring Employees Retirement Fund (SERF) head Terry Newson as its chair. Catholic Superannuation Fund's secretary Joe Farrugia has been elected deputy chair. Newson's role will include strategic ...

Choice of fund will have minimal impact

... survey ranked performance, fees and charges, in that specific order, as the primary motivating factors likely to cause a change of fund decision. ASFA CEO Philippa Smith said while most consumers were aware of the new legislation the majority of them ...

Former MFM executive turns up at Schroders

... departures from MFM. van Eyk Research said it expected to make a decision this week whether the changes would lead to a change of outlook or rerating. Macquarie stunned investors last week, announcing Mr Guiben, along with head of equities research ...

ALP to announce retirement income goals soon

... reiterated the ALP's commitment to the enhancement of superannuation in Australia. This was in direct reference to the recent change of guard in ALP's leadership, with Mark Latham taking over the reins from Simon Crean. Senator Sherry said that Mr Latham ...

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Global X awards mandate for ETF business

ELIZA BAVIN | 12:33PM

Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA | 11:56AM

Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI | 11:09AM

The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA | 12:20PM

MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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