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Showing 231 - 240 of 382 results for "Fold"

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 ...

Platinum's Neilson backs Japan in 2014

MARK SMITH  |  MONDAY, 13 JAN 2014

APRA releases final SuperStream reporting standards

JAMES FERNYHOUGH  |  THURSDAY, 5 DEC 2013
... did not sufficiently address defined benefit funds, APRA added clarification to the final standards. APRA did not, however, fold under industry pressure to get administrators to provide information directly to the regulator, bypassing the RSE licensee ...

Magellan insists huge growth won't hamper returns

MARK SMITH  |  MONDAY, 21 OCT 2013
... insists its investment process remains scalable in spite of an $11 billion rise in assets under management and a three and half fold increase in underlying profit in the last 12 months. At the company's recent annual general meeting (AGM), new Magellan ...

Boutiques no longer have performance edge

ALEX DUNNIN  |  TUESDAY, 15 OCT 2013
... 8% into alternatives. While their Australian equities weighting has decreased, their alternatives weighting has jumped 8-fold.