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Showing 281 - 290 of 1299 results for "Values"

Industry fund merger advances

ANDREW MCKEAN  |  FRIDAY, 21 APR 2023
... TWUSUPER chair Nick Sherry and Mine Super chair Christina Langby said: "Our funds share a strong heritage of member first values, and our vision continues to be aligned in creating a sustainable fund which protects and promotes the retirement savings ...

Superannuation changes limit tax benefits for top earners: ASFA

ANDREW MCKEAN  |  FRIDAY, 21 APR 2023
... [accumulated capital gains] have not been impacted to a great extent by changes to contribution caps as the increase in account values has been driven by capital gains rather than contributions," ASFA said. As previously reported by Financial Standard ...

SMSF Association names head of membership

CHLOE WALKER  |  TUESDAY, 18 APR 2023
... Sparks' industry experience, coupled with this SMSF technical knowledge and his deep understanding of the association's values and members makes him an outstanding addition to the team. "The SMSF sector continues to grow strongly and along with it the ...

Why clients fire their financial adviser

KARREN VERGARA  |  MONDAY, 17 APR 2023
... shows. Finally, clients cited mismatched expectations early in the relationship. Many clients said there were mismatched values and were not able to trust the adviser or they did not have a good rapport, which led to their firing. The good news is that ...

Jones releases Your Future, Your Super review outcomes

KARREN VERGARA  |  TUESDAY, 4 APR 2023
... products. "At the same time, it remains important that funds are held accountable for underperformance in the choice sector. Values-based products were a key example where the investment strategy may deviate from the benchmarks, increasing the risk of ...

Rating the rating houses: How much do advisers rely on fund research?

KARREN VERGARA  |  FRIDAY, 31 MAR 2023
... recognised profession. "[It] stands to reason that you, as advisers, would want researchers that would align with those values," he said. "[Morningstar] is the only notable research house that doesn't accept fees from fund managers. It's core ...

APRA investigates NobleOak capital adequacy breach

KARREN VERGARA  |  FRIDAY, 31 MAR 2023
... asset concentration risks associated with their activities. The Asset Concentration Risk Charge is the amount by which the values of individual asset and credit exposures or groups of related exposures exceed certain limits. APRA has noticed the increased ...

ETF market to hit $200bn by 2025

JAMIE WILLIAMSON  |  THURSDAY, 30 MAR 2023
... sustainability-minded investors, saying new environmentally conscious product launches last year reflect the shift towards values-based investing. Last year also saw the addition of new asset classes to the market, including cryptocurrency, it noted. ...

Lumiant secures $5.2m seed funding

CASSANDRA BALDINI  |  WEDNESDAY, 29 MAR 2023
... we discovered Lumiant's digital platform, which focuses on assisting advisers to allow them to have more meaningful, values-based conversations with their clients, we realised we were looking at the future of our business and the industry," he said. ...

Bank of Queensland names Frazis replacement

CHLOE WALKER  |  MONDAY, 27 MAR 2023
... new role and to play a part in our 150-year history," Allaway said. "I will continue to lead by living our purpose and values and to progress our work to build an even stronger and better bank for our customers, our people, and our shareholders." Allaway ...