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Showing 251 - 260 of 1087 results for "BEAR"

Super funds could boost returns by 59bps: Report

ELIZA BAVIN  |  TUESDAY, 12 NOV 2019
Superannuation funds considering a merger or major investment portfolio changes should implement a program to manage tax costs and transaction costs to deliver meaningful benefits to funds and their members, according to new research. Parametric said ...

Advice practices urged to contact ombudsman

ELIZABETH MCARTHUR  |  WEDNESDAY, 6 NOV 2019
The Australian Small Business and Family Enterprise Ombudsman Kate Carnell is calling on small business financial advice practices to share their experiences. Carnell wants to hear from those small and family enterprises being pushed out by financial ...

Whistleblower calls out approved product lies

ELIZA BAVIN  |  WEDNESDAY, 23 OCT 2019
... efficient or less 'fair' treatment of policyholders. Morris explained that, as such, preferred provider lists often bear no resemblance to APLs. The report partially attributes a "distinct lack of innovation" in life insurance to limited APLs ...

Growing uncertainty sees more advisers outsourcing

ELIZABETH MCARTHUR  |  MONDAY, 23 SEP 2019
Financial advisers are increasingly bearish in their outlook for Aussie equities and uncertain about global equities - resulting in an uptick in outsourcing. New Investment Trends research indicates a strong trend for advisers moving away from being ...

Industry super satisfaction continues

HARRISON WORLEY  |  MONDAY, 16 SEP 2019
... funds since March 2008 which many consider as the onset of Global Financial Crisis with the bankruptcy of US investment bank Bear Stearns. "The increase in industry fund satisfaction to some extent tracks the performance of the Australian share markets ...

APRA updates enforcement approach

KRISTI CHENG  |  WEDNESDAY, 4 SEP 2019
... administrative enforcement actions; acceptance of an enforceable undertaking; disqualifications of responsible officers under the BEAR regime; and court-based enforcement actions initiated by APRA. "Getting 'constructively tough'... also means setting ...

United front but no merger: AFA

JAMIE WILLIAMSON  |  MONDAY, 2 SEP 2019
The Association of Financial Advisers has rebuffed the possibility of a merger with the Financial Planning Association of Australia but acknowledged the two bodies are increasingly recognising the strength of a single voice and a single message. Speaking ...

Advice association merger up to members

HARRISON WORLEY  |  THURSDAY, 29 AUG 2019
Whether Australia's peak bodies in financial advice merge is a matter for members to decide, according to Financial Planning Association of Australia chief executive Dante De Gori. Speaking at the Financial Services Council Summit in Sydney this ...

AFA Foundation headed for milestone

ELIZABETH MCARTHUR  |  WEDNESDAY, 28 AUG 2019
The AFA Foundation is heading towards an enormous milestone, anticipating $2 million donations in 2019. The AFA Foundation may well reach over $2 million in donations this year, with much of it donated by the association's adviser members, AFA Foundation ...

CountPlus' 100-day plan for Count Financial

ELIZABETH MCARTHUR  |  MONDAY, 26 AUG 2019
CountPlus' acquisition of Count Financial from the Commonwealth Bank has been completed for a fee of $2.5 million - and CountPlus is confident its new business will return a first year profit. CountPlus acquired 85% of Count Financial with the 15% balance ...